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Nomura Alpha Japan Long Short A EUR

Ranked 165 out of 176 in - Long/Short Equity over 3 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 : 30/06/2018 - 30/09/2018
  • Rank 165/176 Total Return
  • Rank 115/176 Standard Deviation
  • Rank 162/176 Max Drawdown
Fund Name Currency Return
163 LC Equity Fund (UCITS) B EUR EUR

-3.5%

164 Trium Morphic Ethical Equities Fund Class F EUR EUR

-3.8%

165 Nomura Alpha Japan Long Short A EUR EUR

-3.9%

166 Kairos International Sicav - Pegasus UCITS P EUR EUR

-3.9%

167 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

Fund Name Currency Risk
113 Prosper Stars & Stripes I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7

114 CS (Lux) Multi-Advisor Equity Alpha Fund FBH

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7

115 Nomura Alpha Japan Long Short A EUR EUR

5.8

116 Rational Asset Mgmt Equity Long/Short IC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.8

117 JPM Europe Equity Absolute Alpha A (perf) Acc EUR EUR

5.8

Fund Name Currency Loss
160 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

161 Aventicum UCITS Absolute Return Euro Eq Fund C EUR EUR

-4.4%

162 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.4%

162 Nomura Alpha Japan Long Short A EUR EUR

-4.4%

164 AZ Fund 1 Active Selection A-AZ FUND Cap EUR

-4.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% -3.1% -3.9%
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 size10Mn
  • 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).