Product Range

 Japan Equity Fundamental ActiveJapan Equity Small Cap Absolute ValueJapan Equity Value+AlphaJapan Equity High Conviction ValueJapan Equity Mid-Small Cap GARPJapan Equity Sustainable DividendJapan Equity Value
Portfolio ManagerMasashi
KAMOHARA
Tatsuro
NIGAURI
Osamu
KOIDE
Seiji
SAITO
Kazuhiro BENASeiji IWAMAMasamichi
ARIKAWA
Performance Target3%+ p.a. Above BenchmarkCapital Appreciation in Mid-to-Long Term2%-3% p.a. Above Benchmark5%+ p.a. Above Benchmark3%+ p.a. Above BenchmarkMid-long term capital appreciation3%+ p.a. Above Benchmark
Tracking Error Range10% MaxNo Set Target3% (In Principle) to 7% No Set Target10% MaxNo Set Target10% Max
BenchmarkTOPIX (With Dividends)Benchmark AgnosticTOPIX (With Dividends)TOPIX (With Dividends) Russell/Nomura Mid & Small CapTOPIX (with dividends) Index (Reference Benchmark)TOPIX (With Dividends)
No. of Holdings150 Max100-150120 Max30-50150-25070-90120 Max
StyleCore: Value & GrowthValue BiasValueValue Biased Active ManagementGARP (Growth at Reasonable Price)QualityValue
Segregated / PooledSegregated / PooledSegregated / PooledSegregatedSegregatedSegregatedPooledSegregated