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Nomura Alpha Japan Long Short A EUR

Ranked 38 out of 174 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 Alpha Japan Long Short fund at Alpha Japan Asset Advisors Ltd. He has more than 20 years’ experience in Japanese equities, having previously founded J-Wellness Investment, launching and managing the J-Wellness equity long short fund over seven years. Prior to that, he spent 10 years as a fund manager at Nikko Asset Management, personally overseeing a combined $10 billion for domestic and foreign pension and corporate funds. Umeki 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.

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Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% -3.1%
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 size12Mn
  • Base currencyEUR
  • ISIN IE00B70DMB28

Purchase Info

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

Charges

  • Annual management2.00%
  • Initial investment2.00%

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