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Asia ex-Japan

For investors with a higher risk profile seeking exposure to a diversified portfolio of listed Asian equities, excluding Japan.

OVERVIEW

The strategy seeks to outperform MSCI All Country Asia ex-Japan net total return (USD) Index over full market cycles, without undue risk to the capital.

STRATEGY

To achieve its goal, the strategy seeks to invest in quality Asia ex-Japan equities that present long-term investment value. It may include equities listed outside Asia but whose businesses are predominantly focused on the Asia ex-Japan region. The fund is actively managed and not constrained by the benchmark in its portfolio positioning and may have a substantial proportion of its portfolio invested in Chinese securities.

Long-term returns

Historic investment returns
Year Fund Return % All Country Asia ex-Japan %
2021 (from 27/Jul) -7.9 -4.0
2022 -5.4 -21.3
2023 -3.8 1.6
2024 (to 30/Apr) 6.1 3.5

* Benchmark: MSCI Asia USD

Document downloads

Performance Overview

Insights

07 May 2024

Markets In A Nutshell — For April 2024

Developed world equity and bond markets slumped in April on a combination of hot inflation data and slowing economic growth in the world’s biggest economy. The US has now recorded three consecutive months of…

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06 May 2024

Markets In A Nutshell — For April 2024

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes discusses what’s happened in global markets and economies over the past month, how we see things playing out and how Foord is positioned as a result.

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Foord Asset Management

TEL: +27 (0)21 532 6988

FAX: +27 (0)21 532 6999

INFO@FOORD.CO.ZA