Nomura Funds Ireland –
Global Multi-Theme Equity Fund
Theme based investing in tomorrow’s growth trends
Nomura Funds Ireland – Global Multi-Theme Equity Fund
Overview
A concentrated, unconstrained global equity fund that uses a top down “multi-thematic” approach to identify attractive high return growth stocks.
We aim to achieve excess returns by identifying investment themes that have high growth potential of more than 10% annually over the mid to long term. The investment team seeks to capitalize on growth drivers such as new technologies, trends, structural and societal changes. This is achieved by changing the allocation between those investment themes and stock selection within these themes according to market conditions. The investment team, which consists of specialists for the defined themes, takes a GARP (growth at reasonable price) approach when selecting individual stocks within these themes.
Approach
- Concentrated global equity strategy – 40 to 60 high conviction stocks, based on the identified themes with no sector or geographic constraints.
- Thematic approach – variability type thematic approach to identify fresh and hot medium-/long-term themes
- Sustainable growth themes – The team believes aims to select sustainable growth themes which are not affected by short-term economic fluctuations based on thorough fundamental analysis.
Reasons to Invest
- Dynamic tactical top-down overlay – The team are able to navigate through market volatilities by adjusting weights on market sensitive themes
- Innovation helps to fuel global economic development – We focus on looking for future growth themes through innovations or major global trends
- Portfolio Managers act as theme specialists – Setting the focus on a specific theme for each manager contributes to an effective team approach
Potential significant risks
Emerging markets or less developed countries may face more political, economic or structural challenges than developed countries.
Investment Objective |
The investment objective of the Fund is to achieve medium to long-term capital appreciation through investment in an actively managed portfolio of global equity securities. |
Fund Size |
USD 8.8 million (as at 31.03.2024) |
Investment Company |
Nomura Asset Management U.K. Ltd. |
Fund Managers |
Takahiro Nakayama, CMA, CIIA, Lead Portfolio Manager, Nomura Asset Management Co. Ltd., Tokyo |
Launch Date |
03.02.2020 |
Base Currency |
USD |
Sector |
Equity – International |
Benchmark |
MSCI All Country World Index |
Domicile |
Ireland (Nomura Funds Ireland plc) |
Other |
Further information can be found on the website of Nomura Asset Management U.K. Ltd. (You will leave the website of Nomura Asset Management Europe KVG mbH and will switch to the website of Nomura Asset Management U.K. Ltd.) |
| Fund | ISIN | Annual Report |
Semi-annual Report |
Fact Sheet |
Sales Prospectus |
PRIIPs KIDs (English) |
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| Class A EUR | IE00BJCW9B06 |
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| Class A USD | IE00BJCW9983 |
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| Class I EUR | IE00BJCWGR58 |
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| Class I USD | IE00BJCWGQ42 |
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A German version of the prospectus can be found here.
The English version of the prospectus is legally binding.
The table comprises a selection of the current available share classes (partly not yet active) for the stated Nomura Funds Ireland plc. mutual fund.
As per January 2024
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