Schroder Oriental Income (SOI) was launched in 2005 raising £150m. Matthew Dobbs was the lead manager until his retirement at the end of 2020 and since then Richard Sennitt, who worked closely with Dobbs for many years, has been in charge. SOI has built up a strong performance record with an annualised NAV return of 10.2% versus 7.8% for its benchmark and it has outperformed in each of the last four years. The trust's portfolio is dominated by Taiwan, Australia, Singapore, Korea, and China/Hong Kong and typically consists of 60-80 "best ideas" with a very modest level of gearing (India is not ...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
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...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
© 2026 Money Makers