INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term.
Performance target: To outperform the Tokyo Stock Price Index by 2% per annum, before the deduction of charges, over any 5 year period.
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The Fund invests at least 80% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of companies, of any size, in any industry, in Japan.
The Fund may also invest in other assets including cash and money market instruments.
The Investment Manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently.
The Fund is actively managed with reference to the Tokyo Stock Price Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund's performance target and the level above which performance fees may be charged (if applicable). The Investment Manager has discretion to choose investments for the Fund with weightings different to the index or not in the index, but at times the Fund may hold investments similar to the index.
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ABOUT THIS FUND
LOCALISED INVESTMENT APPROACH
Experienced lead manager with local expertise and a proven track record, supported by a well-resourced firm.
NOT STYLE CONSTRAINED
Built on a foundation of quality, the fund also considers mispriced quality companies on an opportunistic basis.
HIGH CONVICTION
Repeatable, fundamentals-driven process, investing in a concentrated portfolio of profitable businesses demonstrating cash-flow growth.
