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Comgest Growth Asia Pac ex Japan USD Acc

Ranked 48 out of 144 in - Asia Pacific Excluding Japan over 12 months
All calculations are in CHF unless stated

Managed by

Caroline Maes

Caroline Maes joined Comgest’s Singapore office in 2012 before moving to Paris in 2015 where she is a portfolio manager and analyst specialising in global emerging markets and Asian equities. Caroline has over ten years of investment experience and co-leads the management of the Comgest Growth GEM Promising Companies and Comgest Growth Asia funds. She started her career in 2003 as a research associate at Alliance Bernstein in New York before moving to the IPO department of UOB Kay Hian in Singapore in 2006. Caroline then joined CLSA in Singapore where she held the role of equity research analyst for more than five years. She graduated with a Bachelor’s degree in Quantitative Economics and International Relations from Tufts University in the USA.

Gary Pinge

Gary Pinge joined Comgest’s Hong Kong office in 2014 as an analyst and portfolio manager and today co‐leads the management of Comgest’s Asia Pacific ex Japan strategy. Gary contributes his broad experience spanning over fifteen years in the Asia‐Pacific region, covering multiple sectors and business models. An Australian national, Gary began his career with Deloitte in 1999 before moving to the internal M&A / strategy team of Telstra in 2001. Two years later he joined Macquarie as a telecoms analyst covering the Asia region, including Australia. He moved to Macquarie’s Hong Kong office in 2007 to cover multiple sectors, finally becoming regional head of consumer and gaming research. Gary graduated from the University of New South Wales in Sydney with a Bachelor’s degree in Commerce and is a Chartered Accountant (Institute of Chartered Accountants Australia).

David Raper

David Raper joined Comgest in 2002 as an analyst and portfolio manager and is today managing director of Comgest Far East Limited. He is a lead portfolio manager of Comgest’s Asia Pacific ex Japan strategy and team manager of the firm’s Asia ex Japan equity investment team, responsible for the daily supervision and management of the portfolio managers and analysts covering the region. Prior to joining Comgest, David worked in Hong Kong for ING Barings covering Asian equities between 1999 and 2001. David is a CFA charterholder and graduated from the University of Canterbury (New Zealand) with a Bachelor's Degree in Economics and a second major in Marketing.

Emil Wolter

Emil Wolter joined Comgest in 2012 as an analyst and portfolio manager covering Asian and Global Emerging Market equities. Initially working with Comgest’s Singapore team before moving to the firm’s Paris office, Emil has co‐led the firm’s flagship Global Emerging Markets, Asia ex Japan and Asia Pacific ex Japan funds since 2014. Emil started his career in 1995, specialising in Asian and emerging markets equities since 1997, initially with Pictet Asset Management in London. He went on to head the emerging markets team at Polar Capital Partners in both London and Singapore. Based in Singapore, he was a managing director responsible for regional equity strategy at Royal Bank of Scotland and later held the same role at Macquarie Securities. He graduated from the University of London with a Bachelor of Science in Financial Economics.

Objective

The investment objective of the Asia Pac ex Japan Fund is to achieve long-term capital growth by creating a professionally managed portfolio consisting of what, in the opinion of the Investment Manager, are high quality long-term growth companies based or operating in Asia excluding Japan but including the Indian sub-continent, Australia and New Zealand.

Showing fund performance in Switzerland View performance globally

Performance

Asia Pacific Excluding Japan over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.3% 0.0%
2017 39.6% 13.8% 4.4% 5.6% 11.3%
2016 4.5% -4.8% 3.0% 9.8% -2.9%
2015 -0.1% 1.3% 0.4% -9.5% 8.5%
2014 38.1% 0.0% 10.0% 9.7% 14.5%
2013 4.9% 1.5% -5.4% 3.6% 5.4%
2012 7.6% 8.5% -5.5% 9.6% -4.2%
2011 -20.9% -4.8% -8.2% -11.1% 1.8%
2010 9.3% 2.7% -3.6% 6.8% 3.4%
2009 42.7% 3.9% 21.1% 12.1% 1.2%
2008 -52.0% -23.6% -7.1% -12.5% -22.6%
2007 24.7% 3.9% 8.6% 9.7% 0.8%
2006 12.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2018

Top 10 Holdings

Stock Size
China Life Insurance Co Ltd ORD 5.46%
Cognizant Technology Solutions Corp ORD 4.53%
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.46%
Genting Malaysia Bhd ORD 4.44%
SAIC Motor Corp Ltd ORD 4.07%
China Resources Gas Group Ltd ORD 3.97%
Samsung Life Insurance Co Ltd ORD 3.79%
Ping An Insurance Group Co of China Ltd ORD 3.69%
Zhengzhou Yutong Bus Co Ltd ORD 3.66%
Baidu Inc DR 3.56%
30/04/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date14/07/2006
  • Share Class size139Mn
  • Base currencyUSD
  • ISIN IE00B16C1G93

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Asia Pacific equity specialist departs Comgest

Formerly Citywire + rated manager officially leaves Paris-based asset management firm after 14 years with the group.

French group Comgest bolsters star duo’s equity team

Asset manager assigns emerging markets and Asian equity specialist to Citywire A-rated pair’s fund.

Comgest star: how to play Asian reform agenda arbitrage

Citywire A-rated David Raper believes reform-led agendas are potentially positive but too little work is actually coming through.

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