The fund aims to provide a combination of capital growth and income over a 5+ year time horizon, with the goal of outperforming its Target Benchmark (FTSE Japan Index TR) measured over a rolling 3 year period.
Fund Exposure
The fund is actively managed and invests at least 95% in equities, with a focus on companies listed in Japan (at least 80% of direct investments). Up to 20% of investments may be in companies listed outside Japan. The fund may also hold up to 5% in cash or money market instruments, and can use derivatives for Efficient Portfolio Management.
Risks
Investors should be aware that the fund's performance may deviate from the Target Benchmark, with a typical tracking error of 0.5-3%. Additionally, there is no guarantee of outperformance, and the fund may not be suitable for investors planning to withdraw their money within 5 years.