Nomura Funds Ireland – Taiwan Equity Fund
Overview
As a country with a high savings rate and deep domestic capital base, Taiwan has a stable financial system and extremely competitive manufacturing sector. With a highly skilled workforce and dense clusters of suppliers, engineers, specialized manufacturers and decades of accumulated experience in precision manufacturing, commanding a critical position in the global technology supply chain, Taiwan’s IT ecosystem is extremely hard to replicate elsewhere.
In addition, many companies in Taiwan are export-oriented and operate in many sectors including consumer electronics, appliances, industrial machinery, automotive and PC components.
The objective of the sub-fund is to achieve an above market return over the medium to long term through a concentrated, high conviction actively managed portfolio of Taiwan equities.
The strategy leverages the expertise and experience of our Taiwan equity team and benefits from their on-the ground presence in the region. The strategy selects 40 to 60 stocks which we believe are the “Best Ideas” from our bottom-up fundamental research driven process and calibrated for optimal factor diversification and expected risk-adjusted returns.
Stock selection is the focus and main source of alpha, based on fundamental research and comprehensive due diligence.
Our approach
- Benchmark-agnostic and research-driven.
- Focus on bottom-up analysis with a strong understanding of individual companies and sector dynamics.
- Low appetite for market predictions and market timing.
- We believe that the ultimate investment risk is not knowing the companies we own well. All stocks in the sub-fund are our “Best Ideas” in the investment universe.
Reasons to invest
- A high-conviction strategy where all stocks in the sub-fund are our “Best Ideas” in the investment universe.
- One of the largest and most experienced portfolio management teams in Taiwan, enabling us to cover at least 90% of MSCI Taiwan’s constituents comprehensively. The team’s broad coverage is also instrumental in finding under-researched companies that have not been identified by other market participants.
- Uniquely organised whereby our portfolio managers are also analysts with sectoral coverage, thereby ensuring high conviction and disciplined stock selection process, supported by a large number of companies‘ due diligence.
- The strategy leverages the best ideas of our long-established investment process, which has been forged since 1998.
SFDR* Classification: Article 6.
*EU Sustainable Finance Disclosure Regulation.
Potential significant risks
As a single country sub-fund focusing on a single Asian country, this sub-fund may face more political, economic or structural challenges than a more diversified global developed countries fund.
Investment Objective |
The sub-fund seeks to achieve long-term capital growth primarily through investment in an actively managed portfolio of Taiwanese Equity and Equity-related securities. |
Fund Size |
USD 17.7 million (as at 26.02.2026) |
Investment Manager |
Nomura Asset Management U.K. Ltd. |
Lead Portfolio Manager |
Clarence Yuen, |
Launch Date |
14.04.2025 |
Base Currency |
USD |
Universe |
Morningstar category: Taiwan Large-Cap Equity |
Benchmark |
MSCI Taiwan 25/50 Net Total Return USD Index |
Domicile |
Ireland (Nomura Funds Ireland plc) |
Lead ISINs |
I USD: IE000YHFKYQ7 A USD: IE0006HF7G98 For additional share class information, please contact us. |
| Fund | Monthly Factsheet | |||||
|---|---|---|---|---|---|---|
| I USD |
|
|||||
| A 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]
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.
