98 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q3 2024 Summary Active Asia Ex-Japan managers faced challenges in the third quarter of 2024, with average fund returns at +7.6% lagging behind the iShares MSCI AC Asia Ex-Japan ETF by -1.41%. Over two-thirds of the funds in our analysis underperformed the ETF. Returns ranged from …
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98 Active Asia Ex-Japan funds, AUM $51bn Active Asia Ex-Japan Funds: Positioning Insights, September 2024 Summary China & HK All-Time Low Exposure as Stimulus Measures Announced Consumer Staples Sentiment Falls Amidst Switch to Underweight Hon Hai Precision Strong Rotation Signals Change in Sentiment Chart Pack China & HK Chart Pack Consumer Staples For more analysis, data or information on active …
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98 Active Asia Ex-Japan funds, AUM $189bn Active Asia Ex-Japan Funds: Positioning Insights, August 2024 Summary Vietnam: 2024 Rotation Drives Record Fund OwnershipVietnam has reached a new milestone, with over a third of Asia Ex-Japan funds now invested in the country. Average fund weights have hit a record high of 1.01%, led by a rotation into Financials and Technology stocks. …
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99 Asia Ex-Japan active equity funds, AUM $52bn Asia Ex-Japan Funds: Extreme Stocks Summary In this report, we screen for stocks at the extreme ends of their positioning or momentum ranges. We synthesize current and historical data on fund positioning with recent manager activity to accurately assess sentiment for each stock within our coverage. Stocks in focus this month: High …
Continue Reading99 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q2 2024 Summary Strong Q2 Returns Match Benchmark: Average active fund returns of 6.75% match the iShares Asia Ex-Japan benchmark, with 50.8% of funds outperforming. Value beats Growth: Value and Yield funds had the edge on the quarter, with GARP funds the only Style to underperform …
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99 Asia Ex-Japan active equity funds, AUM $55bn Active Asia Ex-Japan Funds: Top-Down Country Insights Summary South Korean Pivot: Asia Ex-Japan investors move to overweight South Korea for the first time in our history, SK Hynix and Kia Corp among the beneficiaries. India Fatigue: Despite India’s outperformance and rising fund weights, managers show caution, with nearly 2/3rds of funds …
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100 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q1 2024 Summary • Strong start to 2024 as majority outperform: Average returns of 3.3% beat the iShares Asia Ex-Japan benchmark, with 66% of funds outperforming. • Value beats Growth: Value and Yield funds have the edge, though all Style groups beat the index on average. …
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100 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan Funds: Stock Radar Summary In this report, we identify eight stocks that are currently positioned at the extreme ends of their historical position ranges, or have experienced significant shifts in fund ownership in recent months. Extreme Stocks in Focus – Contemporary Amperex Technology Co., Ltd. Class A– Sunny Optical Technology …
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98 Asia Ex-Japan Funds, AUM $50bn Asia Ex-Japan Positioning Insights, February 2024 • The China/India Divide: Spread between 2 nations hits tightest levels on record. • Tech Allocations Close in on the Highs: Allocations approach the 2021 highs as Tech takes portfolio share from Industrials and Consumer Discretionary. • Pinduoduo Rotation Continues: Ownership levels hit record highs as funds continue …
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100 Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Active Fund Performance & Attribution Review, 2023 Active Asia Ex-Japan funds struggled in 2023, with only 21.9% outperforming and an average underperformance of 3.26% against the tradable benchmark. Returns driven lower by poor performance from Aggressive Growth funds, whilst Value and Yield funds fared better. Poor stock selection in China & HK …
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Investor Positioning Report — Copley Fund Research Ltd · Last updated: July 2026 · Registered in England and Wales
Copley Fund Research Ltd provides proprietary institutional fund intelligence to listed companies and investor relations professionals. These terms govern every purchase of an Investor Positioning Report. By completing a purchase you confirm you have read, understood, and agreed to these terms in full.
The Investor Positioning Report is a bespoke PDF report mapping the institutional fund universe around your stock. It covers current investors, past investors, competitor investors, and white space investors. Every report is built from scratch for the specific company ordered and is not a standardised or templated product.
Following payment or invoice issuance, Copley Fund Research will contact you within one working day to agree your competitor set. Production begins once the competitor set is confirmed in writing. The completed report will be released to you within 48 hours of production starting, provided payment has been received in full; where payment is outstanding, the report will be withheld until payment clears. If the requested company falls outside our covered fund universes, or a competitor set cannot be agreed, Copley Fund Research will issue a full refund or cancel the outstanding invoice.
The competitor set is agreed with you in writing prior to production, and the report is built to that agreed specification. Requests to amend the competitor set after delivery, based on a change of preference rather than an error, may be treated as a new order.
Because each report is produced individually for your company, orders are non-refundable once production has begun, except as set out in clauses 3 and 5a below. By purchasing, you agree not to dispute the charge with your card provider on the basis that the service was not as described, provided the report has been delivered to the agreed specification or corrected under clause 5a.
If a delivered report contains a material error caused by Copley Fund Research — for example, an incorrect company analysed, a competitor omitted from the agreed set, or content missing from the specification in clause 2 — Copley Fund Research will correct and redeliver the report at no additional charge, within a reasonable timeframe. This is your sole remedy for such errors.
All fund positioning data in the report reflects holdings as disclosed at the most recently available reporting date at the time of compilation. The timing of fund holdings disclosures is determined by regulatory requirements applicable to each fund and is outside the control of Copley Fund Research Ltd. This data may not reflect current fund positions. Copley Fund Research takes reasonable care to ensure accuracy but makes no warranty, express or implied, as to the completeness or current accuracy of the underlying data — though this does not affect the quality remedy in clause 5a for errors in how that data was analysed or presented. Past fund positioning is not indicative of future fund behaviour or investment decisions.
The Investor Positioning Report is produced for investor relations intelligence purposes only. It does not constitute investment advice, financial advice, or a recommendation to buy, hold, or sell any security. The data reflects historical fund positioning and must not be relied upon as a prediction of future fund behaviour or investment decisions. Copley Fund Research Ltd is not authorised or regulated by the Financial Conduct Authority for the provision of investment advice.
The report is licensed for internal use by the purchasing organisation only. You may share it with employees and directors of your organisation. You may not: reproduce, redistribute, publish, or resell the report or any part of it; share it with any third party outside your organisation without prior written consent; use the fund or portfolio manager names contained in the report to approach those individuals on behalf of Copley Fund Research or in a manner that could damage Copley Fund Research's relationships with those funds; or use the data for any purpose other than your own investor relations strategy. The data, analysis, and methodology contained in the report are the intellectual property of Copley
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