Trust Issues - investing in the Asian income story with SOI manager Richard Sennitt

In this episode of Trust Issues, we speak to Richard Sennitt, manager of Schroder Oriental Income, about the opportunity for investors in the Asian income sector which offers access to world-leading companies in the region.

 

00:00 Introduction

00: 14 Overview of the fund and current portfolio

02:07 Assessing value and key investment attributes

03:32 Why active management matters and key differentiating factors

04:58 Is the region overlooked by income seekers?

06:43 Key drivers for capital growth

07:45 Recent performance

10:15 Managing downside risk

11:29 Which parts of the market are interesting?

13: 35 Will a fall in US interest rates be a tailwind?

 

Our latest note on SOI -https://www.trustintelligence.co.uk/investor/articles?fund_id=60

SOI website - https://tinyurl.com/4svwxs53