Hermes EM Asia vs JO Hambro Asia ex Japan

This weeks PA head to head looks to the other side of the world and weighs up the pros and cons of two Asian equities funds which are worth a look.

Hermes EM Asia vs JO Hambro Asia ex Japan


Hermes’ Emerging Markets Asia fund was launched in January 2010 and stands at £617m in funds under management. It is managed by Jonathan Pines and invests in around 59 stocks.

Its top holdings include Cosco Pacific, Korea Electric Power, Gail India, Hyundai Engineering and Genting Singapore.

The other fund for consideration is the JO Hambro Asia ex Japan fund. Launched in September 2011 the fund is £106m in size at the last count.

Managed by Samir Mehta, the fund’s biggest holdings include ACC Technologies, Zee Entertainment, Dr Reddy’s Labs, Page Industries and Bajaj Auto.  

Our investment expert Gavin Haynes, managing director of Whitechurch Securities, runs the rule over the pair here