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Invesco Asia Trust (IAT)

Business description

The investment objective of Invesco Asia Trust is to provide long-term capital growth by investing in a diversified portfolio of Asian (defined primarily as China, Hong Kong, India, Malaysia, Singapore, South Korea, Taiwan, Thailand) and Australasian companies. The company aims to achieve growth in its net asset value in excess of the MSCI All Countries Asia-Pacific ex-Japan Index, measured in sterling.

Stock data

Market cap.£198.4m
Last close281.50p
High / Low (52 weeks)296.5p / 243.0p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment trusts

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Company news

Investment summary

Invesco Asia Trust (IAT) aims to deliver significant capital gains to shareholders over a three- to five-year horizon, primarily through investing in Asian equities, following a disciplined, bottom-up process. It has a solid long-term track record of NAV total return outperformance against its benchmark and has delivered annualised returns of 13% pa over the past 10 years. Although the primary objective is capital gains, since 2001 IAT has also consistently maintained or grown dividends, which increased 28% in FY18. The MSCI Asia ex-Japan index has corrected around 18% from its January 2018 peak and the manager believes many interesting investment ideas are emerging.

Last updated on 18/09/2018

Latest video

Executive interview - Invesco Asia

Key management

Neil Rogan, Chairman
Ian Hargreaves, Fund manager

Company address

125 London Wall
London
London
EC2Y 5AS
United Kingdom
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