MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide capital growth over the long term. Performance target: To outperform the TOPIX Index by 2% per annum, before the deduction of charges, over any 5 year period. The Fund invests at least 80% of its assets in a concentrated portfolio of shares (also known as equities) of companies, of any size, in any industry in Japan. Companies will be incorporated, headquartered, listed on an exchange in, or deriving significant revenue from Japan. The portfolio may be concentrated in terms of its number of holdings and/or the size of its largest holdings. The Fund is actively managed with reference to the TOPIX Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund’s performance target. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index. As an additional means of assessing the performance of the Fund, the IA Japan sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.

Fund Managers

Junichi Inoue

Junichi Inoue is Head of Japanese Equities at Janus Henderson Investors, a position he has held since joining Henderson in 2016. Junichi is also a Portfolio Manager on the International Opportunities strategy. Prior to Henderson, he worked at DIAM Asset Management, where he was a fund manager for global REITs on the broader equity team from 2012. Before that, he was with BlackRock for 14 years after originally being hired by Mercury Asset Management in Tokyo in 1998. (Mercury Asset Management was acquired by Merrill Lynch in 1997; their asset management business merged with BlackRock in 2006.) During this time, he covered Japanese equities as an analyst and portfolio manager and interacted with global/EAFE teams in London. From 2002 to 2006, he was based in London, working as part of the global equity team covering Japanese markets. In 2006, he moved back to Tokyo, where he managed fundamental Japan equity portfolios across all capitalizations until his departure in 2012.Junichi holds a Bachelor of Laws degree from Hitotsubashi University. He has 25 years of financial industry experience.