You are currently using Internet Explorer. This website is optimised for Google Chrome, Mozilla Firefox and Microsoft Edge. You can download Chrome here, Firefox here or Microsoft Edge here.
In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets in Japanese equities.
| Fund Name | List Type | SRRI* | Fund Snapshot | |
|---|---|---|---|---|
| Larger-Cap, Growth | ||||
| Baillie Gifford Japanese | 6 | A long-established Japanese equity fund managed by growth-orientated investors. Proprietary research and low turnover are hallmarks of the approach. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | ||
| Goldman Sachs Japan Equity Partners Portfolio | 6 | A focused, larger-cap, benchmark-agnostic Japanese equity portfolio which favours companies that demonstrate sustainable and growing business models. The highly experienced Tokyo-based team is led by Ichiro Kosuge, who has been investing in growth stocks for over three decades. Within its sector, the fund features in our ‘Larger-Cap, Growth’ category. | ||
| Nomura Funds Japan High Conviction | 6 | A high conviction, concentrated Japanese equity fund that invests across the market cap spectrum. The fund is managed in an unconstrained fashion with the managers' adopting a purest growth approach. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | ||
| Larger-Cap, Value | ||||
| Man Japan CoreAlpha | 6 | A long-established Japanese equity fund investing primarily in large-cap companies. The team is highly disciplined in the search for undervalued stocks and hence, the fund has a permanent value/contrarian style. Within its sector, the fund features in our 'Larger-Cap, Value' category. | ||
| Larger-Cap, Value-Biased | ||||
| Nomura Funds Japan Strategic Value | 6 | A well-established Japanese equity fund where the team seeks companies whose stock prices do not reflect the long-term potential. The assessment of value is disciplined, with the team stress-testing the reasons for undervaluation and the catalysts for a re-rating. Within its sector, the fund features in our 'Larger-Cap, Value Biased' category. | ||
| All-Cap, Blend | ||||
| Schroder Tokyo | 5 | A Japanese equity fund with a long heritage. Robust proprietary stock research is the bedrock of the approach, with the team seeking companies where their expectations differ from market consensus. Within its sector, the fund features in our 'All-Cap, Blend’ category. | ||
| Income and Growth | ||||
| Jupiter Japan Income | 6 | A Japanese equity fund that offers a yield premium compared to the market. The managers focus upon companies that have both the ability, and the willingness, to increase dividend distributions. Within its sector, the fund features in our 'Income and Growth' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
© The Adviser Centre | All Rights Reserved. The Adviser Centre is a trading name of Embark Investments Limited and is not authorised to carry out regulated activities. Embark Investments Limited is a company registered in England (No. 03383730) and a wholly owned subsidiary of Embark Group Limited, with its registered office at 33 Old Broad Street, London, EC2N 1HZ. Embark Investments Limited is authorised and regulated by the Financial Conduct Authority (Registration No. 628981). This website is provided by The Adviser Centre and is a service for financial professionals only. Information on this website, including data and information from asset managers and third party sources, is deemed to be correct at the time of publication but The Adviser Centre takes no responsibility for its accuracy. Opinions are stated honestly and with careful consideration but they can change at any time and should not be solely relied upon. Information featured on the website does not constitute financial or investment advice.
Your use of this website is subject to the terms of use set out in the website. By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work. Read our cookies policy to find out more about our cookie use and how to disable cookies.
Alternatively, if you are not a financial professional and are seeking financial advice, you may wish to visit unbiased.co.uk to search for a financial adviser.