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Melchior Asian Opportunities B1 EUR

Ranked 2 out of 200 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP unless stated

Managed by

Nick Mottram

Born in Coventry, Nick Mottram is a Partner at Dalton Strategic Partnership. Nick has enjoyed an extensive career in asset management having previously worked at Origin Asset Management, Investec and Schroders. As the lead manager of Dalton’s Melchior Global Equity fund, Nick looks for value in his investments, and is willing to rotate his portfolio in response to market cycles. Nick received a degree in English and American Literature from the University of Kent and enjoys rugby, cinema and theatre outside of work.

Objective

The investment objective of the Melchior Asian Opportunities Fund is to achieve longer term capital growth, without undue risk, through diversified investment in equities and bonds that are issued by companies that have their registered office or carry out a predominant portion of their economic activity in Asia and which are expected to benefit from the economic growth of China and its neighbouring countries.Capital appreciation through selective investment in Asian Ex Japan equities.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.9%
2017 44.0% 13.9% 9.0% 10.5% 4.9%
2016 19.8% 1.8% 8.2% 11.6% -2.5%
2015 -14.8% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Spain
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date12/06/2015
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1205354712

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management1.65%
  • Initial investment1.65

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