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Nomura Alpha Japan Long Short A EUR

Ranked 34 out of 185 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Masahiro Umeki

Masahiro Umeki is the manager of the Nomura Permal Alpha Japan fund at Nomura Asset Management. He has more than 20 years’ experience in Japanese equities, having previously founded J-Wellness Investment Inc. to launch and manage the J-Wellness equity long short fund over seven years. Prior to that, he spent ten years as a fund manager at Nikko Asset Management, personally overseeing a combined USD 10Bn for domestic and foreign pension and corporate funds. Masahiro started his career at Kokusai Investment Trust Management after graduating from Keio University with a BA in economics. He is a CMA (Chartered Member of the Security Analysts Association of Japan).

Objective

The investment objective of the Portfolio is to provide Shareholders of each Class with a return linked to the performance of a portfolio of long and short positions in Japanese equities and Japanese equities indices. The Portfolio will seek to achieve this objective by providing Shareholders with a return that will be obtained by aiming to achieve 100% exposure to the performance of the Alpha Portfolio. The Alpha Portfolio seeks to generate returns through long and synthetic short positions selected from a broad universe of Japanese equities and Japanese equity indices.

Showing fund performance in Chile View performance globally

Performance

Long/Short Equity over : 31/10/2016 - 31/10/2017
  • Rank 34/185 Total Return
  • Rank 13/185 Standard Deviation
  • Rank 1/185 Max Drawdown
Fund Name Currency Return
32 LFIS Vision UCITS- Equity Defender I EUR D EUR

15.2%

33 Jupiter JGF Europa L EUR B Acc EUR

15.1%

34 Nomura Alpha Japan Long Short A EUR EUR

14.9%

35 Arcus Japan Long/Short Institutional EUR EUR

14.5%

36 Tavau Swiss Fund EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

14.0%

Fund Name Currency Loss
1 Nomura Alpha Japan Long Short A EUR EUR

0%

2 Orchidee I Long/Short EUR

-0.2%

3 Incline Global Long/Short Equity E EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

4 Lutetia Absolute Return IC

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

5 AB SICAV I-Select Absolute Alpha Pf S EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.7% 2.2% 3.0%
2016 -0.4% -1.1% -3.4% 0.5% 3.8%
2015 -0.2% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Italy
  4. Spain
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date10/01/2013
  • Share Class size07Mn
  • Base currencyEUR
  • ISIN IE00B70DMB28

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%

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