Investment objective

The objective of the Fund is to attempt to achieve over the long term a total return in excess of that of the Tokyo Stock Exchange First Section Index (TOPIX) (with net dividends reinvested). The Fund seeks to achieve its objective primarily through investment in a concentrated portfolio of equity and equity-related securities of primarily large- and medium-sized companies, and, to a lesser extent, small-sized companies, in Japan.

Fund particulars

Launch date01 October 2007
Fund sizeUS$9.3m
Base currencyUSD
Min. investmentUS$10,000

Portfolio managers

Juliet Marber

Portfolio Manager

Robert White

Portfolio Manager

Japanese Equities Strategy

Latest publication

March 2019

The New Emperor’s Clothes
Robert White
Juliet Marber