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Fullerton Lux Funds-Asian Small Cap Equities I USD

Ranked 28 out of 48 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Choo Jee Meng

Choo Jee Meng is a Senior Vice President at Fullerton and he has 24 years of investment experience. In addition to his overall responsibilities as Head of Equities, he also manages the Asian Small Cap equity strategy in Fullerton. Jee Meng covers the materials sector, and he is also the country specialist for Indonesia and Malaysia. Jee Meng was previously with the Fund Management Division of Temasek Holdings (Private) Limited. Prior to joining Temasek in 1995, he was a senior investment executive with ECICS Investments, the investment arm of Export Credit Insurance Corporation of Singapore. Jee Meng is a CFA charterholder. He graduated with a Bachelor of Arts (Economics) degree from the National University of Singapore.

Objective

The investment objective of the Fund is to achieve competitive risk adjusted returns on a relative basis.The Investment Manager seeks to achieve the objective of the Fund by investing primarily in equities, index futures, cash and cash equivalents. The investment universe will include equities of smaller capitalisation companies listed on exchanges in Asia, as well as equities of smaller companies or institutions which have operations in, exposure to, or derive part of their revenue from Asia, wherever they may be listed.For the purpose of this Fund, Asia excludes Japan.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Small & Medium Companies over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 32.7% 10.3% 6.8% 1.2% 11.3%
2016 -9.9% -3.9% -3.7% 9.6% -11.2%
2015 0.2% 7.0% 4.3% -12.5% 2.5%
2014 -4.7% 3.4% 1.9% 0.4% -9.8%
2013 13.9% 14.5% -3.7% -3.3% 6.8%
2012 33.8% 16.5% -4.1% 12.9% 6.1%
2011 -19.4% -1.9% 2.4% -20.0% 0.2%
2010 17.4% 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Singapore
  5. Switzerland

Fund Info

  • Launch date09/04/2010
  • Share Class size23Mn
  • Base currencyUSD
  • ISIN LU0466197497

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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