FUND NAME AND TICKER
Provides investors with long-term capital growth primarily by investing at least 70% of its total net asset value in Japanese equity securities and other equity securities whose investment performance is closely related to the performance of the Japanese economy..
Established in 1969, the fund boasts a rich history of over 50 years. This long-standing track record means it has navigated multiple global economic crises and full bull-and-bear cycles in the Japanese market, accumulating extensive experience in market adaptation.
Sector allocation maintains flexibility in response to market dynamics while utilizing leverage operations agilely. Investments are distributed across large, mid, and small-cap stocks to uncover unique opportunities in internet, consumer, and retail sectors.
The current principal fund managers possess over 20 years of investment experience in the Japanese market. Their prudent investment style and rigorous focus on detail serve as the cornerstone of this fund’s long-term performance.
TOP HOLDINGS
(as of 31 May 2026)
YEAR TO DATE RETURNS
PRICE CHART
(Source: Bloomberg)
