Article

Invesco Asia Trust plc: Q2 update

22 July 2021
Ian Hargreaves
Ian Hargreaves
Co-Head of Asian and Emerging Markets Equities
Invesco Asia Trust plc: quarterly update

Our Henley Asia team provide a summary of the key drivers behind Q2 performance, attribution and positioning, as well as a discussion of some of the important themes that have kept them busy over the last 3 months. This quarter they cover:

  • whether the shift in sentiment against some of the Chinese internet companies has gone too far
  • why we still feel it makes sense to maintain a ‘barbell’ approach in the portfolio
  • what to make of supply chain disruptions
Read the update here

Investment risks

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

     

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    As a result of COVID-19, markets have seen a noticeable increase in volatility as well as, in some cases, lower liquidity levels; this may continue and may increase these risks in the future. In addition, some companies are suspending, lowering or postponing their dividend payments, which may affect the income received by the product during this period and in the future.

Important information

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