NGHCMYR

Nomura Global High Conviction Fund

Investment Objective

Nomura Global High Conviction Fund image

The Fund seeks to achieve long term capital growth by investing in Nomura Funds Ireland – Global High Conviction Fund (“Target Fund”), which invests primarily in global equity securities.

As with any equity funds, investors are advised to take note of the higher volatility nature of global equity securities. As a result, the risk profile of this Fund is deemed to be higher compared to funds investing mainly in Malaysian Ringgit-based assets such as fixed income and money market instruments.

Nomura Global High Conviction Fund thumnail

Nomura Global High Conviction Fund seeks to achieve long term capital growth by investing primarily in global equities.

Its Target Fund – Nomura Funds Ireland – Global High Conviction Fund, aims to deliver superior compounding of returns through actively managing a highly-concentrated and unconstrained portfolio, of around 20 stocks.

The Target Fund believes that quality stocks purchased at reasonable prices will out-perform
over the long term.

Investment Strategy

Investment Manager

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Leslie Yap, CFA

Designated Fund Manager

Leslie oversees the allocation decisions for the wholesale feeder fund. He works closely with our Global Equities team in the UK to conduct research on suitable companies, with most based in the USA and Europe. Outside the Nomura Global High Conviction Fund, he acts as Head of Investment at NAMM and has been with the firm since 2007. His daily responsibilities include the investment management of global developed markets equity on behalf of local clients. Leslie brings more than 20 years of experience in the investment field, and was a senior investment analyst in Shanghai focusing on Hong Kong and Chinese companies prior to working with NAMM. Leslie is a CFA Charterholder and holds a Bachelor of Engineering in Manufacturing and Operations Management from the University of Nottingham, UK.

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Tom Wildgoose, CFA

Target Fund Manager

Tom Wildgoose is the Head of Equity Investment at Nomura Asset Management UK Ltd. and has been with the firm since 2007. He became Head of Research in 2011 and then Head of Equities in 2014. Tom has been an equity investor for more than 20 years and is also the co-manager of the Nomura Global High Conviction Fund. Tom holds a Masters of Engineering (University of Durham, First Class), a Masters in Computing (Imperial College, London), is a CFA Charterholder as well as being an exam qualified management accountant.

Key Facts

01

Equity feeder (Wholesale)

Nomura Funds Ireland – Global High Conviction fund

02

Performance Benchmark

MSCI All Country World Index

03

Asset Allocation

A maximum of 99.5% of the Fund’s NAV to be invested in the Target Fund; and

A minimum of 0.5% of the Fund’s NAV may be kept in cash or invested in money market instruments, fixed deposits and/or
liquid assets

04

Target Investors

the Fund is suitable for Sophisticated Investors seeking long-term income and capital growth and who are prepared to accept a
higher level of volatility.

05

Share Class

Class USD
Class MYR

06

Transaction Details

Minimum Initial Investment – MYR 10,000/USD 5,000
Minimum Subsequent Investment – MYR 5,000/USD 2,500

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Fees & Charges

Sales charge

Up to 5.0% on the NAV per Unit

Management fees

Up to 1.8% p.a. on the NAV of the Fund

Trustee Fees

0.02% p.a. of the NAV of the Fund or its equivalent in the Base Currency (excluding foreign custodian fees and charges) or a minimum yearly fee of RM9,000

Administrative fees and expenses

that are directly related and necessary to the business of the Fund

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The marketing materials appeared on this website were prepared by Nomura Asset Management Malaysia (Registration No.: 200601028939 (748695-A), for information purposes only and is not intended as an offer, solicitation or recommendation with respect to the purchase or sale of any particular investment. These materials have not been reviewed by the Securities Commission Malaysia (“SC”). Before investing, investors are advised to read and understand the contents of Nomura Global High Conviction Fund (“Fund”)’s Information Memorandum dated [6 January 2017] (“IM”) and Product Highlights Sheet (“PHS”) which highlights the key features and risks of the Fund. Both the IM and PHS have been lodged with the SC but it should not be taken to indicate that SC recommends the Fund. SC takes no responsibility for the contents of the IM, the PHS and any marketing material appearing on this website; makes no representations as to their accuracy or completeness; and expressly disclaims all liability arising from, or in reliance upon the whole or any part of their contents. Copies of the IM and PHS can be obtained from our office or on this website, and application for units can only be made on receipt of an application form referred to and accompanying a copy of the IM. Among others, investors should be aware: i) of the risks and costs involved in investing in the Fund; ii) that the price of units (in the Fund) and distributions payable (if any) may go down as well as up; and iii) that past performance of the Fund and target fund (if any) should not be taken as an indication of its future performance. Investors should make their own risk assessment and seek professional advice, where necessary.