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CC Asian Evolution B GBP

Ranked 15 out of 200 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

Fund invests primarily in a concentrated portfolio of equities of companies listed or traded on recognised exchanges in Asia, excluding Japan, or which conduct a predominant part of their economic activity in Asia, and are beneficiaries of the growth of domestic consumption in Asia.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 30.7% 8.8% 6.1% 2.1% 10.9%
2016 2.3% -1.9% 4.7% 6.3% -6.3%
2015 -4.0% -1.8% 0.5% -9.4% 7.3%
2014 -4.0% -0.9% 1.2% 0.8% -5.0%
2013 -0.2% 5.4% -0.9% -2.3% -2.2%
2012 39.5% 13.2% 2.9% 7.2% 11.8%
2011 -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 size01Mn
  • Base currencyGBP
  • ISIN IE00B4L0PJ09

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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