Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Brown Advisory - Macquarie Asia New Stars Fd;Inst

Ranked 37 out of 46 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

John Bugg

Based in Hong Kong, John Bugg is a portfolio manager at Macquarie Funds Group. Bugg co-manages the Macquarie Asia New Stars alongside Samuel Le Cornu with an active, fundamental style. Bugg was educated in Adelaide and received a degree in Engineering, as well as an MBA in Business Administration.

Samuel Le Cornu

Samuel Le Cornu is a divisional director and co-founder of the Asia Fundamental Team at Macquarie Asset Management and is currently based in the firm’s Hong Kong office. Le Cornu joined Macquarie in 2008 and is a senior portfolio manager of the Asian Listed Equities funds, responsible for overseeing the Asian Fundamental analyst team and focusing on all sectors in Korea, Hong Kong, China, Thailand and Indonesia. Le Cornu joined from Paradice Investments where he had been a Portfolio Manager for the A$2.5bn Paradice Investment Small Cap Fund since 2005. Prior to this, Le Cornu was an analyst, portfolio manager and partner at MMC Asset Management for five years from 2000. At MMC, he specialised in the industrials, consumer, financials and health care sectors. Le Cornu holds a Bachelor of International Business, a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investments and is an Affiliate with the Securities Institute of Australia.

Objective

The Fund seeks total return by investing in equity securities issued by small-capitalization companies operating in emerging markets. The Fund may invest up to 20% of its net assets in securities of companies that are established or operating in countries that are considered to be outside of emerging markets.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 14.6% 5.0% 2.1%
2016 -15.8% -7.0% 1.3% 6.2% -15.9%
2015 4.0% 9.0% 9.9% -11.9% -1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date21/11/2014
  • Share Class size263Mn
  • Base currencyUSD
  • ISIN US1152335121

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment100

Charges

  • Annual management1.25%

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