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Nikko AM Shenton Asia Pacific SGD

Ranked 66 out of 135 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Kathy Ng

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

To achieve medium-to-long term capital appreciation by investing primarily in equities listed on the stock exchanges of the Asia Pacific region. The Scheme shall seek to achieve its investment objective by investing all or substantially all of its assets into the Nikko AM Asia-Pacific ex-Japan Fund (the "Underlying Fund"), a sub-fund of the Nikko AM Global Umbrella Fund (the "Company"), which is registered under the Luxembourg law of 17 December 2010 relating to undertakings for collective investment.

Showing fund performance in Singapore View performance globally

Performance

Asia Pacific Excluding Japan over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2%
2017 37.6% 11.3% 5.1% 6.0% 11.0%
2016 -0.6% -2.2% 1.8% 8.5% -8.0%
2015 -8.6% 4.4% 1.7% -15.6% 2.1%
2014 5.7% 0.8% 6.2% -1.2% -0.1%
2013 -3.0% -0.2% -10.7% 8.4% 0.4%
2012 22.5% 15.2% -8.6% 10.3% 5.5%
2011 -23.6% 0.6% -1.2% -26.8% 5.1%
2010 16.7% 0.3% -5.9% 17.2% 5.5%
2009 65.0% -2.3% 30.3% 19.2% 8.8%
2008 -55.2% -17.3% -8.4% -26.1% -20.0%
2007 27.0% 3.3% 14.0% 14.9% -6.2%
2006 34.7% 11.6% -1.8% 3.9% 18.3%
2005 14.0% -2.4% 0.4% 7.8% 7.8%
2004 14.1% 3.8% -9.7% 8.6% 12.0%
2003 77.1% -4.9% 19.0% 34.0% 16.8%
2002 -9.9% 12.8% -5.7% -16.4% 1.4%
2001 3.2% -4.0% 0.1% -19.1% 32.7%
2000 -41.5% -3.8% -14.9% -16.9% -14.1%
1999 59.6% 4.7% 33.9% -16.0% 35.6%
1998 -11.6% 1.7% -22.5% -6.1% 19.5%
1997 -42.1% 4.1% 1.1% -17.6% -33.2%
1996 20.5% 13.5% -0.3% 7.5% -0.9%
1995 -0.4% -5.4% 6.8% -1.7% 0.3%
1994 -22.3% -17.4% -7.5% 15.1% -11.6%
1993 118.0% 12.6% 8.9% 15.5% 54.0%
1992 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore

Fund Info

  • Launch date31/08/1992
  • Share Class size82Mn
  • Base currencySGD
  • ISIN SG9999004287

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%

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