Nomura Global Equity Compounders Fund aims to achieve long-term wealth creation with less vulnerability to large market drawdowns. It invests in global developed markets, in high-quality companies with resilient growth profiles and strong, predictable cash generation.
Resilient compounding
Invests in quality companies with predictable earnings, aiming to protect capital in downturns
Asymmetric returns
Defensive quality approach seeks to deliver lower drawdowns in challenging markets with steady upside participation
Complementary positioning
Complements traditional growth strategies, seeking to improve style balance and reduce portfolio volatility
Long-term investment in companies with resilient growth characteristics is regarded as the foundation of sustainable wealth creation.
Markets are efficient in information but not behavior; many investors focus on the short term and underestimate high-quality businesses' durability.
Defensive quality and resilient compounding are at the heart of the strategy, which aims to reduce downside participation while capturing meaningful upside.
Valuation remains critical, seeking to improve risk-return outcomes and support smoother returns.
Bottom-up and research-driven process is designed to identify resilient, high-quality businesses at attractive valuations.
Fundamental research focuses on companies' quality and predictability, industry attractiveness, competitive position, and their management's capital allocation capability.
Earnings durability through full cycles and key risks to long-term value creation are assessed, resulting in a focused portfolio with strong compounding potential.
The Fund invests primarily in global equities listed in developed countries. The aim is to achieve long term positive returns in combination with a reduced downside risk, compared to the world equity markets. All portfolio holdings have been positively identified by the investment manager in the investment process. The Fund is managed free of benchmark constraints and excludes derivatives, currency hedging, and leverage.
Risk Disclosures
Investing involves risk, including the possible loss of principal.
Investments in small and/or mid-cap companies may be more volatile than those of larger companies.
International investing (particularly in emerging markets) may be adversely affected by political instability; changes in currency exchange rates; inefficient markets and higher transaction costs; foreign economic conditions; the imposition of economic or trade sanctions; or inadequate or different regulatory and accounting standards. Investing in emerging markets involves greater risk than investing in more developed foreign markets because, among other things, emerging markets may have less stable political and economic environments, information about issuers may be less available or of a lesser quality, and securities markets may be smaller, less liquid, and subject to greater price volatility.
As a class, equities carry higher risks than bonds or money market instruments.
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Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients. Nomura Asset Management primarily operates through several distinct investment managers, which include Nomura Capital Management LLC, Nomura Corporate Research and Asset Management Inc., Nomura Investment Management Business Trust (consisting of the Nomura Alternative Strategies, Nomura Investment Management Advisers, Nomura Investments Fund Advisers, Delaware Capital Management, and Delaware Management Company series), Nomura Investment Management Europe S.A., and Nomura Investment Management Austria Kapitalanlage AG. Under certain circumstances, investment advisory services are also provided by Nomura Asset Management U.K. Limited and Nomura Asset Management Australia Pty Limited, which are Nomura Group companies.
Nomura Asset Management U.K. Limited (“NAM UK”) is authorised and regulated by the Financial Conduct Authority. This information is intended for Professional Clients and Eligible Counterparties only and is not for retail investors. The content is a marketing communication and does not constitute investment advice.
Investment involves risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future returns.
The fund referenced on this page forms part of a Luxembourg-domiciled SICAV authorised by the Commission de Surveillance du Secteur Financier (CSSF) as a UCITS. Full information, including the latest prospectus, KIID/KID, is available in English. UK users will be directed to the UK-approved versions of these documents.
This is a marketing communication. Please refer to the Prospectus and the KIIDs when making any final investment decision.
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