Product

Invesco Asia Trust plc: Update from new co-manager Fiona Yang

Fiona Yang, recently appointed to co-manager of Invesco Asia Trust plc (IAT), sits down with one of IAT’s non-executive directors, Vanessa Donegan, to discuss the promotion and her thoughts for the year ahead.

In this update they look at:

  • Fiona’s outlook for the region in 2022
  • The investment trust’s contrarian approach
  • The role of India in the portfolio
  • Managing the portfolio through Covid-19
  • IAT’s dividend policy
  • What Fiona is looking forward to in her role as co-manager of the investment trust

Risk warnings

  • The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

     

    The Invesco Asia Trust plc invests in emerging and developing markets, where difficulties in relation to market liquidity, dealing, settlement and custody problems could arise.

     

    The product uses derivatives for efficient portfolio management which may result in increased volatility in the NAV.

     

    The use of borrowings may increase the volatility of the NAV and may reduce returns when asset values fall.

Important information

  • Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.

     

    For more information on our products, please refer to the relevant Key Information Document (KID), Alternative Investment Fund Managers Directive document (AIFMD), and the latest Annual or Half-Yearly Financial Reports.

     

    Further details of the Company’s Investment Policy and Risk and Investment Limits can be found in the Report of the Directors contained within the Company’s Annual Financial Report.