SuMi TRUST Japan Small Cap Fund Retail Unit Class EUR Hedged Acc
ISIN IE00BDVLKK22 / Valor null
SuMi TRUST Japan Small Cap Fund Retail Unit Class EUR Hedged Acc
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General Objective
The fund aims to achieve long-term capital growth through a robust investment process focusing on "upside potential" and "change in earnings trend" in the Japanese small cap market.
Fund Exposure
The fund is exposed to Japanese small cap equities, with a portfolio primarily consisting of companies with a market cap of less than JPY300bn. The top sectors in the portfolio include Industrials, Consumer Discretionary, and Health Care, with a bottom-up, research-intensive investment style.
Risks
Investors should be aware of the risks associated with investing in small cap equities, including higher volatility, liquidity risk, and potential for greater price fluctuations compared to larger cap stocks. Additionally, currency risk may impact returns for investors not holding the fund's base currency.
Source
https://www.sumitrust-am.com/capabilities/japan-small-cap-strategy
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