We are committed to providing institutional investors with broader access to our investment capabilities, offering our clients pooled investment opportunities through our funds platform.
Our pooled funds platform is a Luxembourg domiciled UCITS structure, AMO UCITS Fund (Formerly known as DIAM UCITS Fund).
Details on the sub-funds can be found below.
The AMO Japan Research Equity Portfolio aims to outperform the TOPIX Index (gross of tax with dividends reinvested) in the medium to long term through an active management and mainly bottom-up approach.
The AMO Global Small-Mid Cap Equity Quality Growth Portfolio aims to generate long-term capital appreciation by investing in small-cap equities listed globally, through a high-conviction and benchmark agnostic approach. The strategy invests in “high-quality” companies with strong differentiated source of long-term value creation and sustainable growth, while demonstrating resilience against external distractions.
AMO Japan Growth Equity Portfolio (the fund) aims to outperform the TOPIX Index (gross of tax with dividends reinvested) in the medium to long term, through active management and a predominantly bottom up approach. Companies with distinct competitive advantages are able to grow their earnings in the long run, coping with changes in market and macro conditions. Covering both qualitative and quantitative aspects allows us to develop an in-depth and thorough understanding of each company and make the right investment decision.
The AMO Japan Sustainable Equity Portfolio aims to generate stable returns in the long term by investing in high-conviction Japanese equities identified through bottom up research, which contribute to environmental or social objectives. The fund focuses on the themes of: Climate Change; Water Resources & Waste, Sustainable Consumption; Health & Aging; Poverty & Disparity Reduction; Safety.
The AMO Japan Value Equity Portfolio aims to outperform the TOPIX Index (gross of tax with dividends reinvested) in the medium to long term, through active management and predominantly bottom up approach.
The AMO Japan Government Bond Plus aims to outperform the Bloomberg Global Treasury: Japan Bond Index, through an active and dynamic allocation to multiple sources of alpha, including duration management, credit allocation, and individual security selection, while responding flexibly to changing market conditions. The strategy will predominantly invest in Japanese Government Bonds with a maximum 30% allocation to Japanese Corporate Bonds.
For further information please refer to the Prospectus or contact