Fund Research

Edinburgh Dragon

Last update 02 October 2018
Show tabs Show all

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.

This site is designed for investment professionals and other intermediaries authorised in the UK by the Financial Conduct Authority. If you are not an investment professional or authorised intermediary you should not proceed.

Read the full article

Fund History: Edinburgh Dragon

Related Research

Close

Welcome to Trust Intelligence

This site is designed for investment professionals and other intermediaries authorised in the UK by the Financial Conduct Authority. If you are not an investment professional or authorised intermediary you should not proceed.

By continuing to use this site, you confirm that you are a professional investor as defined in our terms and conditions.

Close Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.