Money Makers

Schroder AsiaPacific (SDP) was launched in 1995 and was managed by Matthew Dobbs up until a few years ago, building up a steady record of outperforming using minimal gearing. In April 2021, the team of Richard Sennitt and Abbas Barkhordar took charge when Dobbs retired. Over the last 28 years, SDP's annualised NAV return has been 7.6% versus 5.2% for its benchmark. Its holdings have a bias towards large caps and its managers look for ‘quality growth at the right price’ based on the belief that Asian markets are less well-researched, short-term in focus, volatile and that Asian stocks have high...