Investment Objective
This Fund aims to generate positive returns by investing its net assets in long and short positions on Japanese equity markets, with corporate governance ratings playing a core part of the investment process and company evaluation. The portfolio runs with c. 30 longs (relatively undervalued stocks with good governance) and 60 shorts (richly valued stocks with weak governance), with financial metrics also considered and a strong buy & sell discipline.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.2 | 0.0 | 0.4 | 0.0 | 0.4 | 0.5 | 0.4 | 0.3 | 0.8 | 0.0 | 1.0 | 0.8 | 0.4 | |
| 2024 | 1.0 | 0.2 | 0.4 | 0.2 | 0.5 | 0.9 | 0.8 | 0.6 | 0.0 | 0.2 | 0.6 | 0.3 | 0.1 |
