Video
VideoAberdeen Asian Income Fund: Online Presentation
Watch the online presentation for Aberdeen Asian Income Fund, featuring Chairman, Ian Cadby and Lead Manager, Isaac Thong.
Authors
Ian Cadby
Chair, abrdn Asian Income Fund Limited
Isaac Thong
Lead Manager, Aberdeen Asian Income Fund
Duration: 55 Mins
Date: 07 Oct 2025
Watch the online presentation for Aberdeen Asian Income Fund.
Before the live session, Ian Cadby, Chairman of the Fund, sat down with Lead Manager, Isaac Thong for a fireside chat-style discussion. Here are some key takeaways:
- Portfolio evolution: Since joining, Isaac and the team have been actively evolving the portfolio, choosing to increase stock specific risk and reduce country factor risk.
- Drivers of performance: Recent performance has been supported by Chinese internet stocks, Korean financials, Taiwanese semiconductor companies, and Australian real estate holdings.
- Portfolio holdings: Current highest sector active weights are in financials, information technology and real estate.
- Focus: The strategy centres on high-quality dividend franchises - targeting high-yielding, high quality companies with strong fundamentals across Asia.
The session also featured a live Q&A.
Watch below
