Your IndustrySep 17 2015

Guide to Japanese Equity Funds

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CPD
Approx.40min

    Guide to Japanese Equity Funds

      pfs-logo
      cisi-logo
      CPD
      Approx.40min
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      Introduction

      By Emma Ann Hughes
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      While Japanese equity funds will almost certainly feature a large number of companies featured on the Nikkei, they are unlikely to be restricted to this index alone, and even passive funds may track an alternative index such as the MSCI Japan.

      Investors should remember that although Japanese equity funds provide good exposure to Japan as a region, many Japanese companies are prominent exporters and there will be an element of global exposure too.

      It is therefore vital that advisers really understand the make-up of a Japanese equity fund and grasp what role this type of vehicle could play in an investor’s portfolio.

      This guide will look at the pros and cons of a Japanese equity fund being managed overseas, the questions that need to be asked of managers of this type of fund and uncover what makes this an area investors should consider.

      Supporting material produced by Ash Misra, head of portfolio specialists at Lloyds Bank Private Banking; Michael Stanes, investment director at Heartwood Investment Management; Nick Peters, portfolio manager at Fidelity Solutions; and Matthew Brett, co- manager of Baillie Gifford’s Japanese fund.

      In this guide

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