Mutual Funds ┃ 7 May 2026
Wellington Asia Technology Fund (WEATFUA LX)
- Focus on Asia’s Core Tech Supply Chain. One of the few funds dedicated to Asian technology, including Japan, with exposure to semiconductors, semiconductor equipment, electronics, software, and tech services—emphasizing Asia’s critical role in the global supply chain.
- Professional Management Team. Managed by Yash Patodia, a former Microsoft software engineer with 10+ years of experience in the tech sector, supported by regional and global tech research teams and the firm’s extensive resources.
- Differentiated Tech Exposure. Distinct from global mega-cap tech exposure, the fund targets high-growth, innovative, and emerging tech companies, adopting a long-term investment approach to capture upside from technology cycles.
| Fund Name (Ticker) | Wellington Asia Technology Fund (WEATFUA LX) |
| Description | The fund aims to outperform the MSCI AC Asia Pacific Information Technology Custom Index over the long term, primarily investing in equities of technology and tech-related companies listed or operating in Asia. |
| Asset Class | Equity |
| 30-Day Average Volume | N.A. |
| Net Assets of Fund (as of 5 May) | USD 904.12 M |
| 12-Month Yield (as of 5 May) | N.A. |
| P/E Ratio (as of 5 May) | N.A. |
| P/B Ratio (as of 5 May) | N.A. |
| Expense Ratio (Annual) | 0.90% |
Top Holdings
(as of 5 May 2026)
(Source: Bloomberg)
JPMorgan Funds – Japan (JPY) Fund (JPJECAJ LX)
- Longest Track Record. Established in 1969, it is the longest-running fund in the Morningstar Japan large-cap equity category.
- Flexible Approach. With over 50 years of on-the-ground presence, the team is one of the most experienced foreign asset managers in Japan, with an average of 18 years of industry experience. It provides broad sector coverage, maintains flexible allocation, and utilizes financing strategies to capture market opportunities.
- Comprehensive Exposure. Focuses on high-quality Japanese growth companies using a bottom-up approach, investing across key sectors including consumer, technology, automation, and renewable energy.
| Fund Name (Ticker) | JPMorgan Funds – Japan (JPY) Fund (JPJECAJ LX) |
| Description | The fund invests at least 70% of its NAV in Japanese equities and related securities tied to Japan’s economy, aiming for long-term capital appreciation. |
| Asset Class | Equity |
| 30-Day Average Volume | N.A. |
| Net Assets of Fund (as of 31 March) | USD 4.0 B |
| 12-Month Yield (as of 31 March) | N.A. |
| P/E Ratio (as of 31 March) | N.A. |
| P/B Ratio (as of 31 March) | N.A. |
| Expense Ratio (Annual) | 1.5% |
Top Holdings
(as of 31 March 2026)
(Source: Bloomberg)
