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BMO LGM Asian Smaller Companies B USD Acc

Ranked 15 out of 20 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Damian Bird

Damian Bird joined LGM in 2015 as an Asian equity Portfolio Manager and became Co-Portfolio Manager for the group's Global Emerging Markets mandates in July 2016. Damian spent more than five years at Arisaig Partners, including two years in Singapore where he focused on Asian and Eastern European consumer equities. In January 2011 he relocated to Cape Town where he spent three and a half years as a key decision maker in the asset allocation process for the US$1 billion Arisaig Africa Consumer Fund. Prior to LGM, Damian was a Portfolio Manager at Infusive Asset Management, where he launched and managed the Infusive Consumer Alpha Global Leaders Fund, a long-only equity fund that invests globally in the consumer sector. Damian holds a BA Honours in Economics and History from Oxford University and is a CFA Charterholder.

Christopher Darling

Christopher Darling is a portfolio manager at LGM Investments. He joined LGM in 2006 as director of Asian Research, and relocated to LGM's London office in late 2015. Christopher worked as a member of the Asian equities team at Capel Cure Myers in London, before joining Guardian Royal Exchange in 1991. He spent eight years at Lombard Odier from 1995, where he managed Japanese portfolios for institutional clients, as well as other Asia Pacific components. Immediately prior to joining LGM Investments in Hong Kong in 2006, Christopher worked in Hong Kong with the investment banking boutique, Fox-Pitt, Kelton Ltd, specialising in Asian and Japanese financials. Christopher graduated from University College London and then earned an MSc in economic history from the London School of Economics.

Objective

The Fund aims to achieve long-term capital growth through investment in an actively managed portfolio, primarily invested in equity and equity-related securities of smaller companies in the Asian region. The Fund will invest primarily in equity and equity-related securities as described below smaller companies in the Asian region which are listed or traded on a Recognised Exchange. In this context, smaller companies generally mean companies which are, at the time of investment, of a market capitalisation within a small company sector benchmark market capitalisation range.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Asia Pacific Small & Medium Companies over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 10.7% 1.4%
2016 23.0% 2.8% 12.0% 10.2% -3.1%
2015 -5.3% -9.4% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date06/03/2015
  • Share Class size14Mn
  • Base currencyUSD
  • ISIN IE00BQ713L99

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).