This website uses cookies. Read more. Okay

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
202417.39.4
2025 (to 31/Mar)8.21.2

* Benchmark: MSCI Asia USD

Document downloads

Performance Overview

Insights

25 Apr 2025

Investing With Confidence for Safety and Growth

In an increasingly unpredictable global market, uncertainty continues to dominate the investment landscape. From inflation and interest rate volatility to geopolitical conflict and currency instability, investors…

Read more

25 Apr 2025

SA Equities — Beyond the Gloom

South Africa's stock market has endured a challenging decade marked by sluggish economic growth, policy uncertainty, and capital flight. The advent of the GNU brought with it the prospect of political stability, and…

Read more
newsletter subscription
Sign Up Now