PA Congress Insight: Pidcock’s Asian equities investment formula

Added 15th July 2016

We have heard a lot about the dividend culture improving in Asia thereby making it more attractive as an income source. But is it really? And if it is, how sustainable is it? Jupiter’s Jason Pidcock gives his thoughts.

Jason Pidcock is a highly successful Asian equity income manager who has benefited from a change of corporate culture to a more shareholder-friendly one. He has seen companies’ dividend pay-out ratios improve, not just over the past few years but over the past 15 so it is not a short-term blip but a longer-term trend that he sees ongoing.

Here, he also explains how his total return emphasis is better placed in an increasingly competitive market than an income only, or a capital growth only strategy, opening up investment opportunities in Australia that are not commodity stocks through to the more predictable Reits in Singapore.

He also lets on which is the fastest growing developed economy in the world. Any guesses?

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Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

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About Author

Gary Corcoran

Director

Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.

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