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Aberdeen Asia Pac ex-Japan Eq Instl Svc (AAPEX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen Asia Pac ex-Japan Eq Instl Svc (AAPEX) Fund

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Graph of Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) ManagerFund Manager - Hugh Young

Fund Manager Information

Fund Manager Tenure: 9.8 years
Similar Funds: AAPIX 
Fund Family: Aberdeen
Fund Category: Pacific/Asia ex-Japan Stk
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

 

Graph of Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) ProfileAberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) Profile

Fund Profile and Description

Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund seeks long-term capital appreciation. Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund normally invests at least 80% of the net assets in equity securities of Asia-Pacific (ex-Japan) issuers. The "Asia-Pacific Region" includes, among other countries, South Korea, Taiwan, Hong Kong, Malaysia, Singapore, China, Thailand, Indonesia, Australia, New Zealand, Sri Lanka, Bangladesh, Pakistan, Philippines and India. It may invest in equity securities without regard to market capitalization.

 

Aberdeen Asia Pac ex-Japan Eq Instl Svc (AAPEX) Fund Strength What we like about Aberdeen Asia Pac ex-Japan Eq Instl Svc (AAPEX) Fund

Data for Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) as of May 30, 2016

  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) management has been with Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund for 9.8 years
  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) has good short-term performance (1-year return -14.56% vs -15.36% Pacific/Asia ex-Japan Stk category median performance)
  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) has a lower expense ratio than its Pacific/Asia ex-Japan Stk average: 1.28% vs 1.47%
  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) Weakness What we are cautious about Aberdeen Asia Pac ex-Japan Eq Instl Svc (AAPEX) Fund

Data for Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) as of May 30, 2016

  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) has a less-than-ideal mid-term performance (3-year return -3.64% vs -0.21% Pacific/Asia ex-Japan Stk category median performance)
  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) has a less-than-ideal Long-term performance (5-year return -0.77% vs -0.40% Pacific/Asia ex-Japan Stk category median performance)
  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) ratio of up-years vs down years can be improved
  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) has a Morningstar rating of 3 and below
  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) is less safe compared to its Pacific/Asia ex-Japan Stk peers
  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) has an annual stock turnover rate of 58.06% that is higher than the Pacific/Asia ex-Japan Stk average of 54.87%. This could mean Aberdeen Asia Pac ex-Japan Eq Instl Svc is more nimble, but also signal potential high tax impact and high trading fees
  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) does not have a good risk adjusted return as its 3-year Alpha of -3.69 is worse than category average of -1.01, and its 3-year Sharpe ratio is -0.18
  • Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.04 that is higher than category average of 14.52
  • Asset base in Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX)Compare with other top Pacific/Asia ex-Japan Stk category mutual funds

Aadditional top Pacific/Asia ex-Japan Stk mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aberdeen Asia Pac ex-Japan Eq Instl Svc3.63-14.56-3.64-0.77
Invesco Asia Pacific Growth A (ASIAX)4.69-8.401.183.66Compare
Goldman Sachs Asia Equity Instl (GSAIX)-3.65-13.031.65-0.40Compare
Matthews Pacific Tiger Investor (MAPTX)1.19-9.593.403.79Compare

See top fund managers for Pacific/Asia ex-Japan Stk Category Funds

 

Compare Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX)Compare with Pacific/Asia ex-Japan Stk category ETFs

Some Pacific/Asia ex-Japan Stk ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust AsiaPac ex-Jpn AlphaDEX ETF (FPA)000
PowerShares FTSE RAFI Asa Pac ex-Jpn ETF (PAF)000
SPDR S&P Emerging Asia Pacific ETF (GMF)000
Global X Southeast Asia ETF (ASEA)5.93%-13.02%-6.76%
iShares MSCI Pacific ex Japan (EPP)1.80%-11.15%-1.35%

 

Graph of Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) Net Asset TrackingAberdeen Asia Pac ex-Japan Eq Instl Svc (AAPEX) Fund Net Asset

Track net asset change of Aberdeen Asia Pac ex-Japan Eq Instl Svc fund (AAPEX)

DateNet Asset
05/2016$16.55M
03/2016$20.08M
02/2016$32.78M
More historic net asset information on Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX)

  

Graph of Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) Portfolio TrackingAberdeen Asia Pac ex-Japan Eq Instl Svc (AAPEX) Fund Portfolio Allocation

Track portfolio allocation change of Aberdeen Asia Pac ex-Japan Eq Instl Svc fund (AAPEX)

DateCashStockBondOther
04/20163.11%96.37%0%0%
03/20168.37%91.09%0%0%
01/20162.74%97.26%0%0%
Click here to see more historic asset allocation information on Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX)

 

graph of Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) Top 10 Position TrackingTop 10 Holdings in Aberdeen Asia Pac ex-Japan Eq Instl Svc (AAPEX) Fund

Discover what Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX) manager is buying

Apr 29, 2016
Samsung Electronics Co Ltd [5.03%]
Jardine Strategic Holdings Ltd [4.42%]
Oversea-Chinese Banking Corp Ltd [3.96%]
AIA Group Ltd [3.65%]
HOUSING DEVELOPMENT FINANCE CO [3.51%]
Singapore Telecommunications Ltd [3.45%]
HSBC Holdings PLC [3.19%]
City Developments Ltd [3.14%]
CHINA MOBILE HONG KO [3.14%]

Mar 30, 2016
Samsung Electronics Co Ltd [5.08%]
Jardine Strategic Holdings Ltd [4.33%]
Oversea-Chinese Banking Corp Ltd [3.76%]
AIA Group Ltd [3.35%]
HOUSING DEVELOPMENT FINANCE CO [3.3%]
HSBC Holdings PLC [3.16%]
Singapore Telecommunications Ltd [3.15%]
Swire Pacific Ltd Class B [3.11%]
City Developments Ltd [2.99%]

Jan 30, 2016
Samsung Electronics Co Ltd [4.9%]
Jardine Strategic Holdings Ltd [4.38%]
Oversea-Chinese Banking Corp Ltd [3.93%]
AIA Group Ltd [3.49%]
INFOSYS LTD. [3.42%]
HOUSING DEVELOPMENT FINANCE CO [3.4%]
Singapore Telecommunications Ltd [3.39%]
HSBC Holdings PLC [3.37%]
Rio Tinto PLC [3.09%]
Click here for Stock Holding Change Map in Aberdeen Asia Pac ex-Japan Eq Instl Svc Fund (AAPEX)

  

Latest News on Aberdeen Asia Pac ex-Japan Eq Instl Svc (AAPEX) Fund

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