Nomura Funds Ireland –
Global Multi-Theme Equity Fund
Theme based investing in tomorrow’s growth trends
Nomura Funds Ireland – Global Multi-Theme Equity Fund
Overview
A concentrated, unconstrained global equity fund that uses a top down “multi-thematic” approach to identify attractive high return growth stocks with an active split between long term and short term themes.
We aim to achieve excess returns by identifying investment themes that have high growth potential of more than 10% annually over the mid to long term. The investment team seeks to capitalize on growth drivers such as new technologies, trends, structural and societal changes. This is achieved by changing the allocation to investment themes and stock selection within these themes according to market conditions. The investment team takes a GARP (growth at reasonable price) approach when selecting individual stocks within these themes.
Approach
- Concentrated global equity strategy – 40 to 60 high conviction stocks with no sector or geographic constraints.
- Thematic approach – variability type thematic approach to keep fresh and hot themes
- Sustainable growth themes – The team believes aims to select sustainable growth themes which are not affected by short-term economic fluctuations based on thorough fundamental analysis.
Reasons to Invest
- Dynamic tactical top-down overlay – The team are able to navigate through market volatilities by adjusting weights on market sensitive themes
- Innovation helps to fuel global economic development. We focus on looking for future growth themes through innovations or major global trends
Awards and Ratings
Potential Significant Risks
Emerging markets or less developed countries may face more political, economic or structural challenges than developed countries.
| Investment Objective | The investment objective of the Sub-Fund is to achieve medium to long-term capital appreciation through investment in an actively managed portfolio of global equity securities. |
| Fund Size | USD 8.8 million (as at 31.03.2024) |
| Investment Company | Nomura Asset Management U.K. Ltd. |
| Lead Fund Manager |
Takahiro Nakayama, CMA, CIIA, |
| Launch Date | 03.02.2020 |
| Base Currency | USD |
| Universe Sector | Morningstar: Global Large-Cap Growth Equity IA: Global |
| Benchmark | MSCI All Country World Index |
| Domicile | Ireland (Nomura Funds Ireland plc) |
| Lead ISINs | I USD – IE00BJCWGQ42 A USD – IE00BJCW9983 For additional share class information, please contact us. |
| Fund | Monthly Factsheet | ||||
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| Class I USD |
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| Class A USD |
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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]
Nomura Funds Ireland plc is an open-ended investment company with variable capital, incorporated in Ireland on 13th April, 2006 under the Act with registration number 418598. The Fund has been authorised by the Central Bank as an UCITS pursuant to the UCITS Regulations. The Fund is structured as an umbrella fund consisting of different Sub-Funds each comprising one or more Classes. The Fund has segregated liability between each of its Sub-Funds.
Full information on the presented funds, which is relevant for an investment decision, can be found in the fund´s most recent sales prospectus, key information document (PRIIPs KID), key investor information document (UCITS KIID) – as appropriate for your relevant jurisdiction – and annual and semi-annual reports. The UCITS KIIDs are available in English and, for the PRIIPs KIDs, in the official language of the countries in which the fund is registered for distribution. This fund displays higher volatility due to its composition / the techniques used by the fund management, i.e. unit prices can fluctuate upwards or downwards within short periods of time. Performance in the past is no guarantee of future success. There can be no guarantee that the fund´s investment objective will actually be achieved.
A summary of investor rights in English and information on collective redress mechanisms are available at https://www.nomura-asset.co.uk/download/funds/how-to-invest/Summary_of_investor_rights.pdf . Nomura Asset Management U.K. Limited may at any time decide to terminate arrangements it may have made for the marketing of units of a fund in a member state other than its home member state.
