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Best Asia funds

Ranking of the top 20 Asia funds (Equity) by composite score (risk-adjusted return). Updated 20/07/2026.

This page ranks 20 Asia funds, a subcategory of Equity, ordered by a composite score that rewards risk-adjusted return and curve stability while penalizing drawdowns. Use it to compare options within the same investment style before exploring each fund's history in the interactive view.

See interactive version →

ℹ️ Methodology: period and indicators

All indicators are computed over the last 1.0 years (380 trading days), with daily data. The risk-free rate used is 2.0%.

Score formula (risk-adjusted return):

0.25·R² + 0.15·Sortino* + 0.2·DD* + 0.2·CAGR_excess* + 0.1·Volatility_inv* + 0.1·Ulcer_inv*

* Components normalized to the analyzed set of funds (best in set = 1, worst = 0). The drawdown term is 1 − (MaxDD / 25.0%)3, clamped to [0,1]. Volatility and Ulcer are inverted (less = better).

A higher score means better relative behavior within the analyzed set, not an investment recommendation.

🏆 Ranking

#ISINNameScoreTotal Ret.Annual Ret.VolatilitySharpeSortinoMax DrawdownRet./MaxDDCalmar
1LU1797817605M&G (Lux) Japan Smaller Companies Fund USD C-H Acc0.7400.96269.08%65.67%17.39%3.663.598.99%7.697.31
2LU0931681356GAM Multistock - Japan Special Situations USD Bh Hedged0.7170.96653.07%50.56%16.94%2.872.905.27%10.069.58
3LU0194438841BNP Paribas Japan Small Cap EUR0.6870.96455.15%52.53%19.65%2.572.4311.37%4.854.62
4IE00B5648R31Man GLG Japan CoreAlpha Equity Class D H EUR0.6670.90651.37%48.95%19.08%2.462.6110.65%4.824.60
5IE00B01FHV31Jupiter Asia Pacific Income Fund (IRL) L EUR Acc0.6590.90947.25%45.35%18.53%2.342.2311.39%4.153.98
6LU1670715975M&G (Lux) Japan Smaller Companies Fund A EUR Acc0.6590.89644.34%42.30%16.60%2.432.5010.82%4.103.91
7LU1670626446M&G (Lux) Japan Fund A EUR Acc0.6570.92442.81%41.11%19.40%2.022.1210.30%4.163.99
8IE00BYX5NH74Fidelity MSCI Japan Index Fund P-ACC-EUR (hedged)0.6560.95043.75%41.74%20.79%1.911.9611.45%3.823.65
9LU1997245177ALLIANZ CHINA A SHARES AT ACC USD0.6560.90656.69%54.34%22.65%2.312.2713.47%4.214.03
10LU1670618187M&G (Lux) Asian Fund EUR A Acc0.6500.93442.96%41.25%18.29%2.151.9012.22%3.523.38
11LU1997244873CHINA A SHARES A DIS EUR0.6490.89754.68%52.09%22.46%2.232.1413.56%4.033.84
12LU1255011097JPMorgan Funds - China A-Share Opportunities Fund A (acc) - EUR0.6480.88842.20%40.27%19.07%2.011.8910.24%4.123.93
13LU0173782102NORDEA ASIAN FOCUS EQ BP EUR0.6480.91947.00%44.82%21.99%1.951.9011.81%3.983.79
14LU0289132655GAM Multistock - Japan Special Situations EUR B0.6440.89231.12%29.75%16.03%1.731.896.88%4.534.33
15LU0084617165ASIA PACIFIC EQUITIES D AC EUR0.6440.94443.87%41.86%22.07%1.811.8712.39%3.543.38
16LU0248184466Schroder International Selection Fund Asian Opportunities A Accumulation EUR0.6360.91548.89%46.61%23.24%1.921.6813.14%3.723.55
17BE6324061496DPAM EQ DRAGN SUST B ACC EUR0.6350.87250.32%47.96%22.40%2.052.1612.95%3.893.70
18IE0004868604BARING ASIA GROWTH A DIS EUR0.6350.91949.12%46.83%23.95%1.871.6913.21%3.723.55
19LU0219418679MFS ASIA PACIFIC EXJAPAN FUND A1 ACC EUR0.6330.85842.64%40.69%20.13%1.921.7710.40%4.103.91
20LU0836512888iShares Japan Equity Index Fund (LU) A2 USD0.6330.92331.82%30.42%19.34%1.471.609.78%3.253.11

📊 Compared evolution (base 100)

❓ Frequently asked questions

How is the fund ranking calculated?

Each fund gets a composite score from 0 to 1 that combines risk-adjusted return (excess CAGR and Sortino), curve stability (R² and inverted volatility) and drawdown control (a non-linear penalty plus the Ulcer Index). Funds are then ordered by that score.

What does the score mean for Asia funds?

A higher score means better relative behavior within the analyzed set: more stable growth and smaller drawdowns for the return achieved. It is a comparison tool, not an investment recommendation.

How often is the data updated?

The ranking is recomputed from daily NAV data each time the site is regenerated. This page was last updated on 20/07/2026.

Is this investment advice?

No. All content is educational and based on historical data. Past performance does not guarantee future results. Consult a licensed advisor before investing.