Schroder Oriental Income Fund: New research
16/05/2018
Schroder Oriental Income Fund has a diversified £620m portfolio of Asian equities with a book of around 80 stocks held across a diverse range of countries and sectors across the Asia Pacific region, including Australia and a small but significant weighting in Japan, and a bias toward higher quality more mature companies.
Managed by industry veteran Matthew Dobbs, who has more than 35 years' experience as a manager in the region, the trust aims for solid total returns via a portfolio of equities offering attractive yields.
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Highlights:
· A diversified portfolio of Asian equities focused on yield generative companies with a quality bias
· A highly experienced manager with more than 35 years' experience in the sector, and a large footprint in Asia via analysts across the region
· Yielding 3.7%, the trust has grown its dividend for 11 consecutive years, and has solid revenue reserves amounting to around three quarters of a year's dividend
· The trust has delivered consistently strong returns, but tends to perform better during less frothy markets and has outperformed during negative calendar years
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