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Edinburgh Dragon owns a portfolio of Asia Pacific ex Japan stocks selected on a bottom-up basis for their quality characteristics, with an expected long-term holding period.
The trust has seen something of a transformation in recent years, with the quality metrics on the portfolio improved and a larger-than-usual number of purchases and sales. There has been greater exposure to technology and China.
Following periods of poor performance in 2013 and 2015 the portfolio trades on a discount wider than the sector average, although supported by a buyback programme.
Dividends have grown steadily over the past five years, although the focus is on total returns and the portfolio tends to yield less than the market, thanks to its quality tilts.
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Fund History: Edinburgh Dragon
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