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Nikko AM Asia-Pacific ex-Japan X USD

Ranked 58 out of 134 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Peter Sartori

Born in Australia in 1964, Peter Sartori progressed to a director and head of Asia (ex-Japan) equities at Credit Suisse before leaving in summer 2005 to found Treasury Asia Asset Management Limited (TAAM). Sartori then assumed his current role as head of Asian equity at Nikko Asset Management following its acquisition of TAAM. He started his career in 1990 at Colonial First State in Melbourne and established its Hong Kong office in 1997. Following Colonial First State's acquisition of Nicholas Appelgate's Asian business, Sartori was transferred to Singapore where he headed the Asian investment team. He then joined Zurich Scudder Investments Singapore where he was lead portfolio manager for its Pacific Basin equity products before Credit Suisse snapped him up in January 2002. He completed a Bachelor of Business at the Royal Melbourne Institute of Technology in 1987 and a graduate diploma in Applied Finance and Investment from the Securities Institute of Australia in 1994.

Objective

The Sub-Fund will pursue an investment strategy that blends bottom-up fundamental research and top down views within the context of a centralized decision-making approach. The portfolio is designed to add value by exploiting stock price volatility, divergence of company quality and circumstances across the region. This is captured in the strategy’s top-down approach and portfolio construction process. The Sub-Fund is a multi-country fund for those investors who wish to invest in the Asia-Pacific basin (ex-Japan).

Showing fund performance in Singapore View performance globally

Performance

Asia Pacific Excluding Japan over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 39.2% 11.6% 5.4% 6.3% 11.3%
2016 0.3% -2.0% 2.1% 8.8% -7.8%
2015 -7.9% 4.6% 2.0% -15.7% 2.3%
2014 6.6% 0.9% 6.5% -1.0% 0.1%
2013 -2.2% -0.1% -12.2% 10.8% 0.6%
2012 24.0% 15.7% -8.5% 10.7% 5.8%
2011 -22.4% 2.8% -0.8% -27.8% 5.3%
2010 12.0% 1.0% -8.1% 16.0% 4.0%
2009 91.0% 6.4% 38.3% 17.1% 10.8%
2008 -43.3% -11.3% 0.4% -25.8% -14.3%
2007 36.8% 4.8% 14.2% 17.0% -2.3%
2006 15.9% 2.8% 1.2% 2.8% 8.4%
2005 25.1% 4.2% 5.8% 10.3% 2.8%
2004 16.6% 5.9% -9.1% 6.5% 13.7%
2003 34.8% -7.4% 16.4% 12.9% 10.8%
2002 -15.6% 3.8% -4.7% -16.7% 2.4%
2001 -9.7% -13.7% 8.6% -19.6% 19.7%
2000 -17.0% -4.1% -5.2% -6.3% -2.6%
1999 38.0% 2.9% 18.3% -8.0% 23.3%
1998 -3.4% 5.6% -25.7% -4.5% 28.8%
1997 -31.5% -4.2% 6.6% -12.9% -23.0%
1996 3.0% 9.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Singapore
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date01/04/1996
  • Share Class size72Mn
  • Base currencyUSD
  • ISIN LU0063291016

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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