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Truston Product

At Truston we offer managed accounts as well as hedge fund and a number of publicy-offered mutual funds- Genghis Kahn, Dynamic Korea and Truston Asia Growth Equity Fund. The investment process is driven by fundamental bottom-up stock selection with an overlay of top-down macro and sector analysis.

Please contact overseasbusiness@trustonasset.com for more information.

     

Korea Equity All-Cap Fund- Genghis Khan

 
Investment Objective

Optimally-balanced portfolio construction with blended strategy and no capitalization constraints aiming long-term alpha

Sustainable risk-adjusted return by adhering to tracking error target of below 7%

 
3M 6M 1Y 2Y 3Y 5Y 10Y Since Inception June 2008
Fund -7.86 -13.26 -11.91 13.47 14.48 5.58 195.07 127.44
BM -9.73 -13.46 -15.33 5.72 5.27 2.54 94.86 22.08
Excess Return 1.87 0.20 3.41 7.76 9.22 3.04 100.21 105.36
*Benchmark: KOSPI*100%
     
   

Korea Equity Long/Short Fund- Dynamic Korea 50

 
Investment Objective

Long-biased long-short strategy with the ability to manage active equity portfolios.

High risk-adjusted return with volatility constraints

   
3M 6M 1Y 2Y 3Y 5Y 10Y Since Inception June 2011
 Fund 2.15 -3.60 -4.50 -1.82 7.72 14.63 17.55 46.24
BM 0.83 -1.65 -1.75 -1.19 4.63 5.94 10.93 19.30
Excess Return 1.32 -1.95 -2.76 -0.63 3.09 8.69 6.62 26.94
*Benchmark: KTB 1~2y*80% + KOSPI*20%
     
     

Asia Equity(UH) Fund- Asia Growth

 
Investment Objective

Diversified investment between developed and emerging markets in Asian countries

(Japan, China, Taiwan, Korea, India, Indonesia and Malaysia)

   
Excess Return 3M 6M 1Y 2Y 3Y 5Y 10Y Since Inception June 2014
 Fund 4.50 -8.46 -13.18 -15.52 -11.93 11.99 8.83 29.07
BM 1.41 -6.29 -7.48 -10.60 -7.32 10.03 13.60 6.53
Excess Return 3.09 -2.17 -5.71 -4.92 -4.61 1.96 -4.78 12.54
*Benchmark: MSCI AC Asia USD Index(KRW)*100%
   

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