Die besten Asia Pacific ex Japan Aktienfonds

e-fundresearch: "Which are the most important factors currently when you assess Asia ex Japan equities?"

David Kohler, Portfoliomanager, "UBS (Lux) Eq Fd - Asia Opportunity (USD) P-acc" (23.02.2011): "We are focused on stock selection. We favour companies with differentiated competitive strengths which can deliver robust returns on capital over the cycle. We look for companies that are attractively valued from a mid-long term perspective. Our continuous endeavour is to find stocks that are mis-priced in the market."

Asha Patel, Investment Communications Analyst, "Investec Asia ex Japan A Acc Net" (23.02.2011): "The Investec 4Factor Global Equity team believes in building portfolios by focusing on individual stock opportunities. We believe that share prices are driven by four key attributes over time and that investing in companies that display these characteristics will drive long term performance. We look to invest in high quality attractively valued companies which have improving operating performance and which are receiving increasing investor attention."

Jason Pidcock, Fondsmanager, "Newton Asian Income GBP Inc" (23.02.2011): "We look for thematic ideas (good business model exposed to positive changes occurring in the world), companies with strong management (honesty, ambition & ability), balance sheet strength, superior assets, brand strength, pricing power and financial prowess."

e-fundresearch: "Which regions and/or sectors are currently overweight or underweight in Asia ex Japan equity funds? What are the reasons for it?"

David Kohler, Portfoliomanager, "UBS (Lux) Eq Fd - Asia Opportunity (USD) P-acc" (23.02.2011): "Our sector and country positions are driven by bottom up stock picks.
Overall, we are positive on domestic demand beneficiaries (financials, consumer sectors) which are relatively more resilient given lower earnings risk and structural growth drivers. Consumption, specifically in Asia, is a major structural theme. Rising penetration from low levels is driven by favourable demographics, rising disposable incomes and low leverage. Within global cyclical sectors, we favour the technology sector which trades at attractive valuations.
India is the largest country overweight mainly due to the overweights in the IT services and healthcare sectors. We are positive on Indian IT services as they are geared into the global outsourcing momentum and increasing trend of E-governments in emerging markets."