Asia Dragon Shareholders Greenlight Abrdn New Dawn Merger

The proposals will see abrdn New Dawn rolled into Asia Dragon, with the former wound up and the transfer of assets on a formula asset value basis offered in exchange for the issue of new ordinary shares in the latter.

In a meeting yesterday (25 October), shareholders also approved the adoption of a new investment policy to allow Asia Dragon to invest in Australasia, offering the managers greater geographic flexibility.

According to the Association of Investment Companies, Asia Dragon currently holds £500m in assets, while abrdn New Dawn holds £315m. 

abrdn proposes folding New Dawn into Asia Dragon trust

An up to 25% cash exit opportunity will be offered to investors in abrdn New Dawn, with the price offered at a 2% discount to the trust's formula asset value (FAV), less the costs of realising the assets allocated to the cash pool.

Investors are expected to benefit from a range of impacts, including greater economies of scale and an enhanced profile as a result of the increased size.

With net assets likely to stand in excess of £700m, abrdn expects the enlarged Asia Dragon trust to qualify for inclusion in the FTSE 250, raising the profile of the vehicle.

A lower tiered management fee will also benefit investors on a cost basis, with the management fee payable by Asia Dragon to abrdn Fund Managers set to reduce from 0.85% to 0.75% on the initial £350m and 0.5% on net assets in excess of £350m.

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