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Risk Considerations

  1. The Fund is actively managed and invests mainly in a widely diversified portfolio of shares of companies in Japan.
  2. Investment in the Fund involves risks, including general investment risk, equity market risk, risks associated with depositary receipts, geographic concentration risk, small and mid-capitalisation shares risk, exclusion criteria risk, currency risk and hedging risk which may result in loss of a part or the entire amount of your investment. 
  3. The Fund may use derivatives for hedging and efficient portfolio management and is subject to derivatives risk. Exposure to derivatives may lead to a risk of significant loss by the Fund.
  4. The value of the Fund can be volatile and could go down substantially.
  5. Investors should not invest in the Fund solely based on this website.

Investment involves risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

SICAV
Japanese Equity Fund
Seeks to increase the value of its shares, over the long term, through growth in the value of its investments
ISIN LU0230817339
Bloomberg TRPJAEA LX
FACTSHEET
KFS
SFDR DISCLOSURE
No data available
30-Nov-2023 - Archibald Ciganer, Portfolio Manager,
Despite the current uncertainty in the global economy, Japan’s corporates continue to buy back stock and return capital to shareholders at record levels. This is an encouraging indicator about their health and signals the ongoing improvement in corporate governance at the company level in Japan. We believe the relentless pressure of late creates opportunity for long-term investors.

Overview
Strategy
Fund Summary
Actively managed and invests mainly in a widely diversified portfolio of shares of companies in Japan.
No data available
Performance (Class A)

Past performance is not a reliable indicator of future performance.

Current Year Performance

Annualised Performance

30-Nov-2023 - Archibald Ciganer, Portfolio Manager,
We are positioned overweight the construction and materials sector, where we are finding investment opportunities among leading makers of silicon wafers, for example. This is in an environment of an anticipated recovery in wafer demand over a longer time horizon alongside improving industry discipline. Among the month’s trading activity, we took some profits in banks, following their strong share price performance this year within the context of the Bank of Japan's monetary policy tweaks and anticipation of further normalisation.

Team

No data available

Fees

No data available

Disclosure on Vendor Indices can be found here.