Nomura Funds Ireland – Asia Investment Grade Bond Fund
Our Asian investment Grade Bond fund aims to achieve income gains and capital appreciation through investment in a diversified portfolio of primarily investment grade bonds in Asia Pacific ex Japan region.
Our Investment Approach
Our top-down perspective utilises global macro-economic scenarios and emerging market expectations formulated by our highly experienced investment team.
For bottom-up selections, our credit research team undertakes detailed fundamental analysis to judge the credit-worthiness of the issuers and market valuations relative to their peers. Our securities selection is driven by bottom-up analysis within the context of the “big picture”.
The credit outlook for both sovereigns and corporates in the region is supportive for the asset class, and given the diversity in the Asian region, active management can be expected to add value over the medium-long term.
Awards and Ratings
Morningstar Overall Ratings as at 31-07-2021. Copyright © 2021 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Morningstar rating based on the lead share class: Asia Investment Grade Bond I USD.
Potential significant risks
The fund is exposed to some credit and credit spread risk, especially in the Asian Region, though in the investment grade universe this risk is limited. The single most important risk factor is the volatility of the US-Treasury curve, as most investments are denominated in US-Dollar. In addition, liquidity risk cannot be avoided in credit markets, though it is closely monitored.
The fund aims to achieve income gains and capital appreciation, through investment in a diversified portfolio of primarily investment grade bonds in Asia Pacific ex Japan region.
USD 30.9 million (as at 30.09.2021)
Nomura Asset Management U.K. Ltd.
Simon Tan, CFA, Head of Fixed Income, Nomura Asset Management Singapore Ltd.
Fixed Income – Asia Pacific
JP Morgan Asia Credit Index (JACI) Investment Grade Index
Ireland (Nomura Funds Ireland plc)
|Class I USD|
For a full list of available share class documents including KIIDs, please visit our fund documents page.
The lead share class fund literature is shown first in the above list. If any literature is not available in the above list for the share class you are invested in/interested in, please contact NAMupdates@nomura-asset.eu