Industrials and energy give funds good standing in Asia Pacific region

Charlie Awdry's Gartmore China Opportunities fund sits atop the Asia Pacific ex-Japan sector over three years with its performnace boosted by large positions in infrastructure, industrials and energy

Overweight positions in consumer discretionary, industrials and energy have helped Charlie Awdry's Gartmore China Opportunities fund top the Asia Pacific excluding Japan sector. His fund heads the peer group over three years to 24 September, generating a return of 192.96%, according to figures from Morningstar. It comes ahead of Fidelity's South East Asia portfolio, which is up 176.86% over the same period. Third-best performance came from Invesco Perpetual with its Hong Kong and China fund, which is co-managed by Paul Chan and Samantha Ho. Among the 56 vehicles in the sector, the averag...