{"id":62,"date":"2013-10-02T17:05:38","date_gmt":"2013-10-02T08:05:38","guid":{"rendered":"http:\/\/eng.ta.kldev.kr\/?page_id=62"},"modified":"2021-07-18T19:54:41","modified_gmt":"2021-07-18T10:54:41","slug":"truston-seoul","status":"publish","type":"page","link":"https:\/\/eng.trustonasset.com\/?page_id=62","title":{"rendered":"Truston Seoul"},"content":{"rendered":"

At Truston\u00a0we offer managed accounts as well as hedge fund and a number of publicly-offered mutual funds- Genghis Kahn,\u00a0Dynamic Korea and\u00a0Truston 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.<\/p>\n

Please contact overseasbusiness@trustonasset.com for more information.<\/p>\n

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All-Cap Flagship Mutual Fund- Truston JG<\/strong><\/p>\n

Optimally-balanced portfolio construction with blended strategy and no capitalization constraints aiming long-term alpha.<\/p>\n<\/h3>\n\n\n\n
PORTFOLIO
OVERVIEW<\/td>\n		<\/td>\n\n\n\n\n\n\n\n
Fund Assets<\/td>\nUSD 30.3 M<\/span><\/td>\n<\/tr>\n
Benchmark<\/td>\nKOSPI 100%<\/span><\/td>\n<\/tr>\n
Fund Inception Date<\/td>\nMay 2, 2011<\/span><\/td>\n<\/tr>\n
Returns since inception<\/td>\n130.57 % <\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

FUND PERFORMANCE<\/p>\n\n\n\n\n\n\n\n
(%)<\/th>\n1M<\/th>\n3M<\/th>\n6M<\/th>\n1Y<\/th>\nYTD<\/th>\n3Y<\/th>\n5Y<\/th>\nSince Inception<\/th>\n<\/tr>\n<\/thead>\n
Fund<\/th>\n3.49<\/td>\n6.28<\/td>\n14.92<\/td>\n67.69<\/td>\n14.92<\/td>\n57.10<\/td>\n90.62<\/td>\n130.57<\/td>\n<\/tr>\n
Benchmark<\/th>\n2.90<\/td>\n7.68<\/td>\n14.73<\/td>\n56.36<\/td>\n14.73<\/td>\n41.72<\/td>\n67.31<\/td>\n50.37<\/td>\n<\/tr>\n
Excess\u00a0Return<\/th>\n0.60<\/td>\n-1.40<\/td>\n0.19<\/td>\n11.32<\/td>\n0.19<\/td>\n15.37<\/td>\n23.31<\/td>\n80.20<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
*Gross of fees. Returns in KRW as of 30 June 2021 \/ Source: Hana Investors Service<\/h5>\n

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Small\/Mid-Cap Flagship Mutual Fund- Truston Pincette<\/strong><\/p>\n

Seeking undervalued small-mid cap stocks in terms of valuation & growth potential<\/p>\n<\/h3>\n\n\n\n
PORTFOLIO
OVERVIEW<\/td>\n		<\/td>\n\n\n\n\n\n\n\n
Fund Assets<\/td>\nUSD 6.44 M<\/span><\/td>\n<\/tr>\n
Benchmark<\/td>\nKOSPI Small\/Mid Cap*60% + KOSPI Large Cap * 30%+KOSDAQ*10%<\/span><\/td>\n<\/tr>\n
Fund Inception Date<\/td>\nDec 19, 2017<\/span><\/td>\n<\/tr>\n
Returns since inception<\/td>\n48.03 %<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

FUND PERFORMANCE<\/p>\n\n\n\n\n\n\n\n
(%)<\/th>\n1M<\/th>\n3M<\/th>\n6M<\/th>\n1Y<\/th>\nYTD<\/th>\n3Y<\/th>\n5Y<\/th>\nSince Inception<\/th>\n<\/tr>\n<\/thead>\n
Fund<\/th>\n1.87<\/td>\n13.50<\/td>\n27.30<\/td>\n72.23<\/td>\n27.30<\/td>\n66.61<\/td>\n43.49<\/td>\n48.03<\/td>\n<\/tr>\n
Benchmark<\/th>\n3.31<\/td>\n11.51<\/td>\n19.51<\/td>\n62.77<\/td>\n19.51<\/td>\n53.38<\/td>\n36.04<\/td>\n35.25<\/td>\n<\/tr>\n
Excess\u00a0Return<\/th>\n-1.45<\/td>\n1.99<\/td>\n7.79<\/td>\n9.46<\/td>\n7.79<\/td>\n13.23<\/td>\n7.45<\/td>\n12.78<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
*Gross of fees. Returns in KRW as of 30 June 2021 \/ Source: Hana Investors Service<\/h5>\n

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Long\/Short Equity Flagship Mutual Fund- Dynamic Korea 50<\/strong><\/p>\n

Long-biased long-short strategy with the ability to manage active equity portfolios.<\/p>\n<\/h3>\n\n\n\n
PORTFOLIO
OVERVIEW<\/td>\n		<\/td>\n\n\n\n\n\n\n\n
Fund Assets<\/td>\nUSD 32.5 M<\/span><\/td>\n<\/tr>\n
Benchmark<\/td>\nKTB 1-2 years *80% + KOSPI *20%<\/span><\/td>\n<\/tr>\n
Fund Inception Date<\/td>\nJan 04, 2013<\/span><\/td>\n<\/tr>\n
Returns since inception<\/td>\n71.18%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

FUND PERFORMANCE<\/p>\n\n\n\n\n\n\n\n
(%)<\/th>\n1M<\/th>\n3M<\/th>\n6M<\/th>\n1Y<\/th>\nYTD<\/th>\n3Y<\/th>\n5Y<\/th>\nSince Inception<\/th>\n<\/tr>\n<\/thead>\n
Fund<\/th>\n2.01<\/td>\n4.56<\/td>\n9.29<\/td>\n19.13<\/td>\n9.29<\/td>\n13.27<\/td>\n30.98<\/td>\n71.18<\/td>\n<\/tr>\n
Benchmark<\/th>\n0.32<\/td>\n1.32<\/td>\n2.99<\/td>\n10.05<\/td>\n2.99<\/td>\n12.94<\/td>\n19.69<\/td>\n36.31<\/td>\n<\/tr>\n
Excess\u00a0Return<\/th>\n1.69<\/td>\n3.23<\/td>\n6.30<\/td>\n9.08<\/td>\n6.30<\/td>\n0.34<\/td>\n11.28<\/td>\n34.87<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
*Gross of fees. Returns in KRW as of 30 June 2021 \/ Source: Hana Investors Service<\/h5>\n

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ESG Engagement Mutual Fund- Truston ESG Level-Up<\/strong><\/p>\n

Considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.<\/p>\n<\/h3>\n\n\n\n
PORTFOLIO
OVERVIEW<\/td>\n		<\/td>\n\n\n\n\n\n\n\n
Fund Assets<\/td>\nUSD 16.4 M<\/span><\/td>\n<\/tr>\n
Benchmark<\/td>\nN\/A<\/span><\/td>\n<\/tr>\n
Fund Inception Date<\/td>\nJan 29, 2021<\/span><\/td>\n<\/tr>\n
Returns since inception<\/td>\n23.14%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

FUND PERFORMANCE<\/p>\n\n\n\n\n\n\n\n
(%)<\/th>\n1M<\/th>\n3M<\/th>\nSince Inception<\/th>\n<\/tr>\n<\/thead>\n
Fund<\/th>\n0.28<\/td>\n16.88<\/td>\n23.14<\/td>\n<\/tr>\n
Benchmark<\/th>\n3.39<\/td>\n7.38<\/td>\n7.42<\/td>\n<\/tr>\n
Excess\u00a0Return<\/th>\n-3.10<\/td>\n9.49<\/td>\n15.73<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
*Gross of fees. Returns in KRW as of 30 June 2021 \/ Source: Hana Investors Service<\/h5>\n

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\n","protected":false},"excerpt":{"rendered":"

At Truston\u00a0we offer managed accounts as well as hedge fund and a number of publicly-offered mutual funds- Genghis Kahn,\u00a0Dynamic Korea and\u00a0Truston 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.   All-Cap Flagship Mutual Fund- […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":18,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-62","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/pages\/62","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=62"}],"version-history":[{"count":93,"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/pages\/62\/revisions"}],"predecessor-version":[{"id":918,"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/pages\/62\/revisions\/918"}],"up":[{"embeddable":true,"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=\/wp\/v2\/pages\/18"}],"wp:attachment":[{"href":"https:\/\/eng.trustonasset.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=62"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}