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CC Asian Evolution B GBP

Ranked 107 out of 108 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP

Managed by

Rory Dickson

Rory Dickson has been managing funds at Coupland Cardiff Asset Management since 2010 and holds more than 20 years of experience in the finance industry. Prior to joining the company, he worked for five years at Arisaig Partners where he moved from ACL Asia. Rory started his career in 1992 at Arthur Andersen spending three years there as a senior auditor. He studied at the University of Edinburgh and is a member of the Institute of Chartered Accountants of Scotland. Away from the office his interests include golf, rugby, the cinema, theatre and skiing.

Objective

To seek to provide investors with long term capital appreciation through an actively managed portfolio of listed equities in the Asia ex Japan consumer sector. It will also seek to reduce market volatility, via the use of cash and derivatives.

Performance

Asia Pacific Excluding Japan over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.9% -0.9% 1.2% 2.6%
2013 -0.2% 5.4% -0.9% -2.3% -2.2%
2012 39.5% 13.2% 2.9% 7.2% 11.8%
2011 0.2% 2.2% -5.9% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Germany
  3. Ireland
  4. Luxembourg
  5. Sweden
  6. United Kingdom

Fund Info

  • Launch date03/05/2011
  • Share Class size12Mn
  • Base currencyGBP
  • ISIN IE00B4L0PJ09

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment10,000

Charges

  • Annual management1.5%

Related News

Performance review: why Arbuthnot's Osman is still overweight Japan

Eren Osman, senior investment manager at private bank Arbuthnot Latham, is keeping faith in Japan’s ‘Abenomics’ reform policies.

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