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Nomura Alpha Japan Long Short A EUR

Ranked 22 out of 183 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 : 31/12/2016 - 31/12/2017
  • Rank 22/183 Total Return
  • Rank 9/183 Standard Deviation
  • Rank 1/183 Max Drawdown
Fund Name Currency Return
20 Kairos International Sicav - Key X EUR

15.1%

21 Schroder GAIA Egerton Equity A Acc EUR EUR

14.5%

22 Nomura Alpha Japan Long Short A EUR EUR

14.0%

23 Incline Global Long/Short Equity E EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

13.9%

24 Plurima European Absolute Return R EUR

13.9%

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

0%

1 Kairos International Sicav - Pegasus UCITS P EUR EUR

0%

3 Orchidee I Long/Short EUR

-0.2%

3 Payden Absolute Return Bond EUR Acc EUR

-0.2%

5 H2O Fidelio Fund I EUR (Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 14.0% 3.7% 2.2% 3.0% 4.4%
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 size08Mn
  • Base currencyEUR
  • ISIN IE00B70DMB28

Purchase Info

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

Charges

  • Annual management2.00%
  • Initial investment2

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