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CC Asian Evolution A USD

Ranked 241 out of 427 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Rory Dickson

Rory Dickson has been managing funds at Coupland Cardiff Asset Management since 2010 and holds more than 20 years of experience in the finance industry. Prior to joining the company, he worked for five years at Arisaig Partners where he moved from ACL Asia. Rory started his career in 1992 at Arthur Andersen spending three years there as a senior auditor. He studied at the University of Edinburgh and is a member of the Institute of Chartered Accountants of Scotland. Away from the office his interests include golf, rugby, the cinema, theatre and skiing.

Objective

Fund invests primarily in a concentrated portfolio of equities of companies listed or traded on recognised exchanges in Asia, excluding Japan, or which conduct a predominant part of their economic activity in Asia, and are beneficiaries of the growth of domestic consumption in Asia.

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

Performance

Asia Pacific Excluding Japan over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 32.9% 9.2% 6.5% 2.5% 11.5%
2016 3.2% -1.7% 4.9% 6.5% -6.0%
2015 -4.0% -1.7% 0.4% -9.4% 7.3%
2014 -4.0% -0.8% 1.2% 0.7% -5.1%
2013 -0.2% 5.4% -0.9% -2.1% -2.3%
2012 39.4% 13.2% 2.6% 7.3% 11.9%
2011 11.2% -5.8% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Germany
  3. Ireland
  4. Luxembourg
  5. Sweden
  6. United Kingdom

Fund Info

  • Launch date12/01/2011
  • Share Class size54Mn
  • Base currencyUSD
  • ISIN IE00B5B3NW58

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Asian equity outperformer slashes consumer bets by two-thirds

Citywire + rated Rory Dickson becomes latest fund manager to question strength of Asian consumer story as he makes drastic cuts.

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