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Japan Opportunities Fund

A high-conviction, concentrated Japanese equity fund aiming to deliver attractive long-term returns.

Overview

Golden Week – non-dealing days in this fund

Please note that we are declaring a number of non-dealing days for this fund. Non-dealing days will be in place from Monday 1 May to Monday 8 May 2023, with dealing resuming on 9 May 2023. This is due to the ‘Golden Week’ holiday period in Japan, which will see stock markets and banks closed for several days.

INVESTMENT OBJECTIVE

To aim to provide capital growth in excess of the TOPIX Index over rolling 5 year periods, after charges, by investing in Japanese companies. The Fund is not restricted in the size of companies in which it can invest.

ABOUT THIS FUND

  • The team aims to uncover underpriced, cash-generative and capital-efficient businesses through rigorous, bottom-up research.
  • The fund can exploit opportunities across the market-cap spectrum.
  • Managed by an experienced team of investors with deep knowledge of Japanese companies.

PORTFOLIO MANAGEMENT

Junichi Inoue

Head of Japanese Equities | Portfolio Manager

Industry since 1995. Joined Firm in 2016.

Performance

Portfolio

Documents