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Macquarie Asia New Stars A1

Ranked 37 out of 40 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.

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 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 : 31/10/2014 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 13.0% 4.9% 1.4%
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%

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