abrdn Asian Income Fund aims to invest in the most compelling and sustainable dividend stories across Asia to support both capital and income growth. AAIF delivered positive absolute returns in 2023 despite difficult economic conditions and yields c.6%. Fund manager, Yoojeong Oh, explains that, contrary to popular belief, Asia is a rich hunting ground for dividends. The fund is well diversified with exposure to traditional yield companies such as banks and real estate, as well as having exposure to sustainable income in growth sectors such as EVs, generative AI, and renewable energies. Yoojeong offers insight into two names in particular which stand to benefit from structural growth trends in cutting edge technology with solid balance sheets and sustainable dividend policies.

Recorded - January 2024.

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