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Axa Im Equity Trust - Axa Im Japan Equity B (€) (0P00000SH2)
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19/12 - Closed. Currency in EUR
- Morningstar Rating:
- Total Assets: 19.54B
Type:
Fund
Market:
Ireland
Issuer:
AXA Rosenberg Management Ireland Ltd
ISIN:
IE0031069614
Asset Class:
Equity
AXA Rosenberg Equity Alpha Trust - AXA Rosenberg J
11.040
-0.210
-1.87%
- Overview
- Profile
- Historical Data
- Holdings
0P00000SH2 Overview
On this page you'll find an in-depth profile of Axa Im Equity Trust - Axa Im Japan Equity B (€). Learn about the key management, total assets, investment strategy and contact information of 0P00000SH2 among other information.
Investment Strategy
The investment objective of the Fund is to provide long-term capital appreciation with a total return greater than the return of the Topix Index (the “Index”) on a rolling three-year basis. This Sub-Fund will primarily (meaning not less than 75% of its Net Asset Value) invest in equity securities traded principally on Regulated Markets that are issued by companies that have their registered office or carry out a predominant portion of their economic activity (meaning not less than 51%) in Japan. It is intended that this Sub-Fund will be substantially fully invested in such equity securities.
Contact Information
Address
Paseo de la Castellana 93, 6a planta
Madrid,none 28046
Spain
Madrid,none 28046
Spain
Phone
+34 91 406 72 18
Fax
+34 91 406 72 01
Web
www.axa-im.es
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Stephanie yang li | - | 2024 | Now |
| John-Paul Temperley | Assistant Director | 2022 | Now |
| Biography | John-Paul joined Martin Currie in 1998. He co-manages our Japanese long/short strategy, having done so since the fund’s inception, and is co-manager of the long-only Martin Currie Japan Alpha Fund. In common with our other fund managers, he is also an analyst, covering the Japanese banks, real estate and auto sectors. Before joining Martin Currie, John-Paul had worked on SBC Warburg's Japanese equities desks in both Tokyo and London. He is fluent in Japanese and Mandarin Chinese. | ||
| Chisako Hardie | lead manager | 2022 | 2023 |
| Biography | Chisako joined Scottish Widows Investment Partnership in September 2000 as an Investment Director within Japanese Equities. She has gained over ten years experience through roles within Japanese Equities with employers including Martin Currie Investment Management Ltd (1996-2000), Scottish Life Assurance Company (1994-1996) and Scottish Provident (1991-1994). Chisako holds a BA in Sociology from Keio University, Tokyo and is a Chartered Member of Securities Analysts Association of Japan. Chisako holds a BA in Sociology from Keio University,Tokyo, and is also a Chartered Member of the Securities Analysts Association of Japan. | ||
| Alec Harper | - | 1999 | 2022 |
| Not Disclosed | - | 2020 | 2021 |
| Kevin Chen | Pan Asia Pacific CIO | 2014 | 2020 |
| Biography | Kevin joined AXA Rosenberg Investment Management in 1999 and has been appointed Pan Asia Pacific chief investment officer, effective May 25, 2010. Before his current role, Kevin served as portfolio engineer, America’s deputy chief investment officer, and Asia Pacific Chief Investment Officer. Prior to joining the firm, he was a summer associate with AON Corporation in Chicago; a research assistant for the Catholic University of America in Washington, DC; and a journalist, director, and producer in Haikou, China. Kevin obtained a BS from Zhejiang University in China and an MS from the Catholic University of America. He earned an MBA from the University of Chicago Graduate School of Business and is a holder of the Chartered Financial Analyst designation. | ||
| Simon Ng | Officer | 2011 | 2015 |
| Biography | Simon joined the firm in 2001 as an operations manager and assistant portfolio engineer and is now a portfolio engineer. 1999 to 2000 – Officer, Management Group at The Fuji Bank, Ltd. 1998 – Student Research Assistant, Centre for Business Research & Development BBA, National University of Singapore (1999) | ||
| Kevin Chen | Pan Asia Pacific CIO | 1999 | 2015 |
| Biography | Kevin joined AXA Rosenberg Investment Management in 1999 and has been appointed Pan Asia Pacific chief investment officer, effective May 25, 2010. Before his current role, Kevin served as portfolio engineer, America’s deputy chief investment officer, and Asia Pacific Chief Investment Officer. Prior to joining the firm, he was a summer associate with AON Corporation in Chicago; a research assistant for the Catholic University of America in Washington, DC; and a journalist, director, and producer in Haikou, China. Kevin obtained a BS from Zhejiang University in China and an MS from the Catholic University of America. He earned an MBA from the University of Chicago Graduate School of Business and is a holder of the Chartered Financial Analyst designation. | ||
| Cheng Shu Liao | CIO, Strategy Engineer, Research Associate | 2004 | 2013 |
| Biography | Cheng is the Chief Investment Officer for the Pacific ex-Japan region based in our Singapore office and is strategy engineer for both broad market and small capitalisation Pacific ex-Japan funds. Cheng joined AXA Rosenberg as a research associate in 1989 and prior to moving to Singapore was part of the team at the Barr Rosenberg Research Centre based at our head office in California. He has extensive knowledge of the Far Eastern region and has worked in the US and Japan before moving to Singapore. | ||
| Ikuya Izumi | - | 2001 | 2011 |
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