IUP Zennor Japan R JPY Inc
ISIN LU2708705897 / Valor null
IUP Zennor Japan R JPY Inc
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General Objective
The fund aims to achieve long-term capital growth and generate excess returns against the broad Japanese market by mainly investing in companies listed, domiciled, and operating in Japan. It focuses on special situation opportunities within the Japanese market and aims to have a high active share against the broad market.
Fund Exposure
The fund is exposed to equities and equity-linked instruments, including ordinary or preferred shares, ETFs, REITs, warrants, convertible bonds, equity derivatives, and equity index derivatives. It may also invest up to 20% in securities issued by companies with exposure to Japan listed on other eligible stock exchanges. The fund will be actively managed without reference to any benchmark and may invest in small, medium, and large capitalization companies with no currency or location restrictions.
Risks
The fund is subject to various risks, including credit risk, liquidity risk, counterparty risk, operational risk, use of derivatives, currency risk, emerging markets risk, duplication of certain fees and expenses, and market risk. The fund was categorized in risk class 6 due to the potential high volatility and risk of loss associated with its investment policy.
Source
https://zennorassetmanagement.com/the-zennor-japan-fund/
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