Investment Objective
The investment objective of the Dalton Asia Pacific UCITS Fund is to seek long-term capital appreciation through a diversified portfolio of long and short positions in equity securities with a primary focus on the Asia Pacific region. The Fund strives to buy shares in companies that Dalton believes are likely to benefit from the dramatic growth and structural changes taking place in Asia while shorting shares of weak companies that Dalton believes have catalysts for declines. In addition to performing on-site due diligence and rigorous fundamental analysis, the investment team engages in active collaboration with management when appropriate
Reference Index
MSCI AC Daily TR Net Asia Pacific Index
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.7 | 0.3 | 0.5 | 0.4 | 0.2 | 0.7 | 0.9 | 0.4 | 0.5 | 0.3 | 0.7 | 0.2 | 0.2 | |
| 2024 | 1.0 | 0.7 | 0.6 | 0.7 | 0.2 | 0.3 | 0.2 | 0.3 | 0.6 | 1.0 | 0.6 | 0.0 | 0.0 |
