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Nomura Funds Ireland – Asia Sustainable Equity Fund

Key Factors

The Asia Sustainable Equity Fund is a concentrated Asia Pacific ex Japan equity strategy that seeks to deliver strong risk-adjusted returns through investing in companies that can deliver sustainable value to society as a whole.

The fund target to achieve an excess returns of 2%-3% p.a. over the benchmark, measured over a 3-year rolling period, with target tracking error of 3%-10% p.a.

Investment Style

Our investment style is sector agnostic. We build an actively managed, high-conviction portfolio of 40 to 50 holdings. We focus on companies where we have the greatest potential to make a positive impact, through both investing and engagement. We consider every investment closely to ensure it is positively aligned with the UN Sustainable Development Goals.

The strategy is based on our sustainable philosophy and our longstanding country centric investment process.

Our Investment Approach

  • Each country specialist focuses on his / her respective market of expertise, understanding the country specific dynamics including ESG issues and incorporating these into stock selection decisions.
  • A differentiated approach of identifying businesses and companies that have the greatest “positive impact” based on our proprietary framework forms the initial basis for our stock selection process.
  • Fundamental bottom-up analysis, based on material financial and non-financial aspects and combined with our sustainable approach are core elements of the portfolio construction of 40 to 50 holdings.

Potential Significant Risks

Emerging markets or less developed countries may face more political, economic or structural challenges than developed countries.

Investment Objective

The Asia Sustainable Equity Fund invests in companies that deliver high total positive impact across all stakeholders while providing capital growth over the long term.

Fund Size

USD 4.0 millions (as per 31.05.2024)

Investment Company

Nomura Asset Management U.K. Ltd.

Fund Manager

Shigeto Kasahara, Senior Portfolio Manager

Viresh Mehta, Head of Asia ESG

Launch Date

31.03.2022

Base Currency

USD

Universe Sector

Equity – Asia Pacific ex Japan

Benchmark

MSCI AC Asia Pacific ex Japan Index (Net Total Return)

Domicile

Ireland (Nomura Funds Ireland plc)

Fund Monthly Factsheet
Class A USD
Class I USD

For a full list of available share class documents including PRIIPs KIDs, 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 [email protected]

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Important Information

Important Information