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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
YearFund Return %All Country Asia ex-Japan %
2021 (from 27/Jul)-7.9-4.0
2022-5.4-21.3
2023-3.81.6
2024 (to 31/Aug)5.38.6

* Benchmark: MSCI Asia USD

Document downloads

Performance Overview

Insights

12 Sep 2024

Understanding The Yen Carry Trade And How It Caused Such A Market Fuss

In finance, complex events often get simplified into catchy explanations. Recently, the ‘unwinding of the yen carry trade’ was widely cited as a key catalyst for the turmoil that shook global stock and bond markets…

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05 Sep 2024

Markets In A Nutshell — For August 2024

August started poorly for global equity markets. In the US, disappointing manufacturing data, weaker new jobs numbers and the unemployment rate rising to 4.3% sparked fears of a recession. Meanwhile, the Bank of…

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