| Report Date | |
| Manager | |
| Fund Name | |
| Strategy | |
| Latest Return Date | |
| Latest Return | |
| Latest 6 Months | |
| Latest 12 Months | |
| Latest 24 Months (pa) | |
| Annualised Since Inception | |
| Inception Date | |
| FUM (millions) | |
| Fund Overview | |
| Manager Comments | Markets such as Taiwan, Australia and Japan performed well in response to generally favourable earnings reports and in the case of Japan a successful experience hosting the Olympics. Conversely, markets such as China, Hong Kong and South Korea saw more tempered performance in response to regulatory concerns and supply chain challenges. Against this backdrop, profits on long positions were partially offset by losses on the short book. By sector, gains were posted in Consumer Staples, Consumer Discretionary and Industrial positions, while holdings in the Healthcare and Materials sectors detracted. Holdings in Australia and Singapore contributed to performance, while losses were experienced in China and Hong Kong. |
| More Information |
