Investment Philosophy
Pacific-Centric Approach
Not all asset classes appreciate at the same rate. Some have made you very little money for the past ten years, even taking into account dividends, while other have returned multiples of the original investment.
There is no guaranteed way to choose the asset class which is going to produce the best returns over the coming years, but we believe that the younger, Pacific-centric economies are likely to grow further and faster than the old, Atlantic-centric ones. There is a young and dynamic population of over 2,500 million in this region who will eat more, consume more manufactured goods and use more energy. They will want a steadily-rising standard of living and will work hard to earn it. We believe that these markets are the markets of the future and, over the long-term, our global asset allocation approach favours the Pacific-centric markets, certain commodities and global property.
Total Return in UK Sterling terms 31/04/99 to 31/04/09
* Capital return Source: Thomson Reuters
