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.
| 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 |
| 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 |
| 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 |