Schroder Asian Total Return Investment Company plc Equity Research & Stock Reports

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26 Jun 23

Spotlight on emerging markets Event - Schroder Asian Total Return

Premium

14 Jun 23

Schroder Asian Total Return

ATR’s Chinese underweight has set it apart from peers…

Companies: Schroder Asian Total Return Investment Company plc

Kepler | Trust Intelligence

19 Jul 22

Schroder Asian Total Return

Schroder Asian Total Return (ATR) applies a sophisticated strategy in order to allow investors to benefit from the growth opportunities in Asian companies while moderating the volatility often seen in the region’s markets. After a highly successful open-ended vehicle was soft-closed in 2010 it is the only option for new investors looking to access this strategy.

Companies: Schroder Asian Total Return Investment Company plc

Kepler | Trust Intelligence

15 Apr 20

Schroder Asian Total Return - Overview

Schroder Asian Total Return (ATR) has been the standout Asia Pacific trust over five years, thanks to strong stock selection and an innovative hedging overlay based on proprietary economic modelling. Not only has the trust generated the highest NAV total returns in its sector, but as we discuss in the Performance section, it is also the top-performing trust on a risk-adjusted basis, with the hedging strategies helping protect investors in rough markets. Managers Robin Parbrook and King Fuei Lee

Companies: Schroder Asian Total Return Investment Company plc

Kepler | Trust Intelligence

20 Aug 19

All change: a closer look at the AIC’s revised sectors

This spring the Association of Investment Companies (AIC) overhauled its sector classifications, adding 13 new sectors and renaming 15 others. This decision was made in an attempt to more accurately reflect the shape of the industry, and help offer investors greater clarity when comparing peers. Several of the changes came in the alternative asset spaces and these are very welcome. Alternative assets have been an area of increased popularity in recent years, making a rationalisation of the secto

Companies: JAGI PAC ATR VSL SLFX

Kepler | Trust Intelligence

03 Jul 19

Schroder Asian Total Return Investment Company - Overview

Schroder Asian Total Return (ATR) aims to benefit from the impressive growth potential in Asian stock markets. At the same time, the managers seek to limit the equally impressive volatility that stock markets in the region have exhibited historically. Managers Robin Parbrook and King Fuei Lee have built an investment process on a foundation of highly active, valuation-sensitive stock selection. They overlay this with the use of quantitative economic models to warn them of impending market corre

Companies: Schroder Asian Total Return Investment Company plc

Kepler | Trust Intelligence

03 Jul 19

Push-me pull-you

Since the start of 2018, investors in Asian equities have had a torrid time, with the region underperforming global stock markets. Perhaps reassuringly for investors, the drivers of this underperformance have not been economic fundamentals but more unpredictable factors, which are external to the economies and markets of the region – namely, the ongoing trade dispute between the US and China, and expectations for the US federal funds rate (the global economy’s risk-free rate). However, this does

Companies: JAGI IAT PAC SST ATR BRFI

Kepler | Trust Intelligence

30 Jan 19

Best in class

Today, we introduce our investment trust ratings. According to the quantitative screens we have selected in an attempt to highlight the best performers in the closed-ended universe, the trusts discussed here have been the best in their classes over the last five years. We have selected trusts using two different sets of criteria, aiming to identify the top performers for capital growth and for achieving a high and growing income. There are many rating systems for open-ended funds, but no quantit

Companies: EOT JAGI CTY AUSC EDIN FAS JCH CTUK TIGT HNE IAT BRSC SDV PAC FGT SCF SDP ATR MAVT THRG TRY BRIG BEMO MIGO SEC SOI AAIF IVPG IPU HINT BRFI DIVI MRC BGS NAIT FEV HFEL JMG

Kepler | Trust Intelligence

17 May 18

Ready for blast off? China A-Shares join the global indices

Being a huge but emerging economy, China is a much larger part of global stockmarkets and GDP than is reflected in the main global indices. As a result, many investors are structurally underexposed to one of the fastest growing parts of the world. The inclusion of A-Shares into the main MSCI indices in May allows investors outside China to invest in Chinese equities easily for the first time, which may have consequences for this trend. The opening up of Chinese markets to foreign capital may lea

Companies: JCGI PHI ATR FCSS

Kepler | Trust Intelligence

05 Mar 18

Schroder Asian Total Return Investment Company - Overview

A commitment from the board exists to buy back shares if the discount extends beyond 5% under the proviso of ‘normal market conditions’, however, the trust has traded at a wider discount than that – notably in 2015 when China’s ‘wobble’ saw the discount reach out into double figures, and last year after the Brexit vote when it stretched to its widest point under Schroders’ tenure (15%). The board is under considerable pressure to control discount volatility, given the absolute return nature of t

Companies: Schroder Asian Total Return Investment Company plc

Kepler | Trust Intelligence

09 Feb 18

The madding crowd

The original essay plan for this article was put together in January, and so it is with an unpleasant mix of irritation (because we didn’t publish it sooner) and impotent smugness (because we told you so, only we didn’t) that we have watched the market stumble in the last few days. Our view for some time has been that after almost nine years of gains and with global stock markets trading at all-time highs – the very broadly evident optimism towards risk assets which had gripped investors until v

Companies: PNL RCP ATR RICA

Kepler | Trust Intelligence