New Ireland Asia Pacific Equity Fund

The Asia Pacific Equity Fund S3 R invests in the State Street Asia Pacific Value Spotlight Fund. That underlying fund seeks long-term capital growth by investing in equities from the Asia Pacific region. It typically holds between 30 and 40 stocks, so the portfolio is relatively focused rather than very broad.

The Asia Pacific Equity Fund S3 R uses an active investment style through the State Street Asia Pacific Value Spotlight Fund, managed by State Street Investment Management. Active management means the portfolio manager makes selections rather than simply tracking an index. The fund’s approach is based on choosing individual stocks across the Asia Pacific region.

The Asia Pacific Equity Fund S3 R has exposure to Asia Pacific equities, with allocations shown in Other Pacific Basin Equities, Japanese Equities, and Emerging Market Equities. That means the fund can include companies from developed markets such as Japan as well as faster-growing emerging markets. This mix can create more opportunity, but it can also make returns more sensitive to regional market swings.

The Asia Pacific Equity Fund S3 R’s underlying holdings include companies such as Alibaba Group Holding, Bank Mandiri Persero, HDFC Bank, KDDI, Resona Holdings, Rio Tinto, Samsung, Taiwan Semiconductor Manufacturing, Wanhua Chemical Group, and Woodside Energy Group. These names show that the fund is invested across sectors including technology, financials, materials, and energy. Because it holds only about 30 to 40 stocks, individual holdings can have a meaningful impact on performance.

The Asia Pacific Equity Fund S3 R is aimed at investors with a medium to long-term horizon of at least 5 to 7 years. It is marked as high risk, so it may suit investors who can accept larger ups and downs in value in exchange for potential long-term growth. High risk means the fund’s value can fall significantly as well as rise.