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Guide to Japanese Equity Funds

    CPD
    Approx.40min
    Guide to Japanese Equity Funds

    Introduction

    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

    CPD
    Approx.40min

    Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

    1. By how much did Japanese gross national income grow in the second quarter?

    2. What does Mr Stanes say corporate Japan has historically been seen as a beneficiary of?

    3. What does Mr Peters say advisers should always consider when assessing Japanese equity fund managers?

    4. What does Mr Misra say a fund managed remotely from the UK could benefit from?

    5. According to Mr Peters, will Japanese equity markets continue to perform strongly?

    6. According to Mr Misra, should all investors seek equity exposure as part of a well-diversified approach to portfolio construction?

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