JOHCM Asia Ex-Japan Equity Fund
Advisers Investment Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2019 → Mar 31, 2020

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2019 Shares Mar 2020 Δ shares End % Δ value
MEITUAN-W 0 48,700 48,700 3.60% $584.43K
VENTURE CORP LTD /SGD/ 0.00000000 0 58,900 58,900 3.45% $559.82K
Kakao Corp. KRW100 0 4,358 4,358 3.38% $548.60K
SK Hynix Inc. KRW5000 0 6,323 6,323 2.63% $427.74K
COMMON STOCK 0 17,200 17,200 2.49% $404.59K
MANAPPURAM FINAN 0 255,454 255,454 1.94% $315.90K
GUANGDONG INVEST 0 92,000 92,000 1.09% $176.45K
SHENG SIONG GROU 0 126,300 126,300 0.65% $105.80K
Jubilant Foodworks Ltd. 0 3,349 3,349 0.40% $64.97K
Security Shares Dec 2019 Shares Mar 2020 Δ shares End % Δ value
PRADA S.P.A. /HKD/ 0.00000000 367,700 0 -367,700 0.00% -$1.52M
KOTAK MAHINDRA 51,085 0 -51,085 0.00% -$1.21M
JARDINE CYCLE & CARRIAGE LTD /SGD/ 0.00000000 47,847 0 -47,847 0.00% -$1.07M
JOLLIBEE FOODS 204,571 0 -204,571 0.00% -$871.07K
PT BANK CENTRAL ASIA TBK /IDR/ 0.00000000 337,889 0 -337,889 0.00% -$811.74K
HSBC Holdings PLC ORD USD0.50 79,600 0 -79,600 0.00% -$621.60K
PT Gudang Garam Tbk 1,449 0 -1,449 0.00% -$5.52K
Makalot Industrial Co Ltd. TWD10 121 0 -121 0.00% -$636
ITC LTD 10 0 -10 0.00% -$33

No positions in this category.

Security Shares Dec 2019 Shares Mar 2020 Δ shares End % Δ value
TENCENT 49,000 22,300 -26,700 6.69% -$1.27M
SAMSUNG ELECTRON 46,653 22,520 -24,133 5.39% -$1.37M
TSMC 237,000 91,000 -146,000 5.00% -$1.80M
Nestle India Ltd. INR10 8,678 3,555 -5,123 4.71% -$1.03M
Foshan Haitian Flavouring & Food Co Ltd 97,550 42,550 -55,000 4.63% -$753.85K
SHENZHEN MINDR-A 48,100 18,700 -29,400 4.23% -$568.94K
DABUR INDIA LTD /INR/ 0.00000000 197,659 100,873 -96,786 3.66% -$674.71K
ORION CORP/REPUBLIC OF KOREA /KRW/ 0.00000000 15,151 6,255 -8,896 3.62% -$793.41K
ENN Energy Holdings Ltd. HKD0.10 111,900 56,900 -55,000 3.37% -$675.57K
China Mobile Ltd 93,000 66,000 -27,000 3.07% -$283.11K
ASIAN PAINTS LTD (DEMAT) 60,237 22,766 -37,471 3.06% -$1.01M
BATA INDIA LTD 60,900 29,397 -31,503 2.91% -$1.02M
Sands China Ltd. USD0.01 268,758 129,558 -139,200 2.90% -$965.01K
Li-Ning Co Ltd. HKD0.1 856,811 158,311 -698,500 2.83% -$2.11M
Ping An Insurance (Group) Co. of China, Ltd., H Shares 95,281 46,281 -49,000 2.79% -$673.43K
Thai Beverage Public Co Ltd. THB1 2,180,330 1,052,530 -1,127,800 2.76% -$994.44K
LG Household & Health Care Ltd 1,112 489 -623 2.75% -$764.04K
Wuliangye Yibin Co., Ltd. - Class A 86,697 25,397 -61,300 2.55% -$1.24M
Cafe de Coral Holdings Ltd. 235,048 217,048 -18,000 2.18% -$202.12K
AIA 72,000 36,600 -35,400 2.03% -$426.56K
TATA CONSULTANCY 40,576 10,631 -29,945 1.57% -$974.09K
ASTRAL LTD /INR/ 0.00000000 41,790 20,269 -21,521 1.53% -$440.82K
Aspirasi Hidup Indonesia Tbk P.T. 5,492,850 3,014,550 -2,478,300 1.48% -$351.38K
Nien Made Enterprise Co Ltd. TWD10 86,601 39,601 -47,000 1.43% -$567.10K
AKR Corporindo Tbk PT 3,282,436 1,480,236 -1,802,200 1.10% -$753.83K
CM BANK-H 123,405 38,905 -84,500 1.08% -$459.60K
YONYOU SOFTWARE CO LTD-A /CNH/ 0.00000000 88,700 18,900 -69,800 0.67% -$253.57K
Ramco Systems INR10 93,481 64,379 -29,102 0.38% -$159.58K
CP ALL PCL-F 511,900 1,000 -510,900 0.01% -$1.23M
Security Shares Dec 2019 Shares Mar 2020 Δ shares End % Δ value
Elite Material Co Ltd. TWD10 7 7 0 0.00% -$8

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