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CC Asian Evolution A USD

Ranked 9 out of 187 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 31/03/2015 - 31/03/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.8%
2015 1.6% 3.3% -5.3% -5.9% 10.3%
2014 2.0% -1.5% -1.3% 6.3% -1.3%
2013 -2.0% 12.8% -0.8% -8.3% -4.5%
2012 33.3% 10.1% 4.6% 4.2% 11.2%
2011 11.0% -2.9% 4.1%

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 date12/01/2011
  • Share Class size50Mn
  • Base currencyUSD
  • ISIN IE00B5B3NW58

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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 the currency and currencies indicated).