Japan Equity Sustainable Dividend

The Japan Equity Sustainable Dividend strategy seeks to achieve mid-to-long term capital appreciation through investing primarily in equities or equities-related securities issued by Japanese companies. This product is strongly focused on sustainable dividend and utilises both quantitative valuation and qualitative analysis to create a portfolio that is actively managed with controlled risk. The strategy focusses on the sustainability and growth of dividends and reaps value from the Japanese equity market through investing in stocks with sustainable dividend pay outs and low risk of dividend cuts.

Key Facts

Japan Equity Sustainable Dividend
Portfolio ManagerSeiji IWAMA
Performance TargetMid-long term capital appreciation
Tracking Error RangeNot set
BenchmarkTOPIX (with dividends) Index (Reference Benchmark)
Number of Holdings70-90
StyleQuality
Inception DateMarch 2013

Strategy Awards

The Japan Equity Sustainable Dividend strategy has been ranked 1st for the second consecutive year in  the Japanese Equity – All Cap (YEN) category by CAMRADATA’s IQ Scores as at 31 December 2018.

The strategy has been ranked in the top position for the Japanese Equity – All Cap (YEN) by CAMRADATA’s IQ Scores as at 31 December 2017.