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Macquarie Asia New Stars A1

Ranked 41 out of 42 in - Asia Pacific Small & Medium Companies over 36 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.

Objective

The investment objective of the Sub-Fund is to capture the potential growth of small market capitalisation securities with exposure to any one or more countries in Asia by investing in (a) a portfolio of such small market capitalisation securities (Small Cap securities), and (b) a portfolio of such small market capitalisation securities that are listing in the public markets (primary market) or have been recently listed (secondary market) (IPO securities). The Sub-Fund will invest at least 70% of its non-cash assets in Small Cap securities and IPO securities.

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

Performance

Asia Pacific Small & Medium Companies over : 31/07/2015 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.9% -6.5%
2017 31.0% 13.0% 4.9% 1.4% 9.0%
2016 -16.5% -6.8% 0.1% 7.1% -16.5%
2015 1.7% 8.5% 8.6% -13.1% -0.7%
2014 12.0% 0.5% 6.6% 5.9% -1.2%
2013 21.8% 10.2% -0.1% 1.1% 9.5%
2012 26.6% 15.0% -9.2% 7.1% 13.2%
2011 -20.3% 0.0% 3.7% -21.9% -1.6%
2010 45.3% 8.0% -3.5% 28.0% 9.0%
2009 127.4% 5.3% 53.6% 20.4% 16.8%
2008 -61.7% -22.3% -6.6% -36.7% -16.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. Macau
  3. Singapore

Fund Info

  • Launch date05/12/2007
  • Share Class size732Mn
  • Base currencyUSD
  • ISIN KYG5760E1439

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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