by Drew Wilson 
| Five-year performance*
|
114.9%, #1 out of 19 peer funds
|
| Three-year performance*
|
62.9%, #3 out of 20 peer funds
|
| Top 3 holdings
|
Baycurrent Consulting 4.20%
Peptidream Inc 3.40% Shima Seiki Mfg 3.20%
|
| Top sector exposure
|
Industrials 30.9%
|
| Co-managers
|
Midori Katsumi since 2006
Noriko Umino since 2010
|
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
The year of living dangerously for income investors
Taking a thematic approach to harness disruption
Conditions in the high yield market
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
M&G Episode Macro shines after tough year
Sustainable Investing in Changing Market Conditions
How can a sustainable approach also ensure you don’t compromise performance?
Despite headwinds, ESG continues to perform
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
Part of the Mark Allen Group.
