Japan

Our Japanese Equity flagship products are listed below.

They represent only part of our full product range so please contact us if you are unable to find your desired product. These products are managed by Tokio Marine Asset Management Co., Ltd. in Tokyo.

Focus

Strategy Highlights:

  • Bottom-up stock selection maximising vast proprietary equity research resources
  • Concentrated investment in "cream of the crop" stocks assigned high ratings by in-house analysts
  • Portfolio constructed through close interaction between portfolio managers and analysts

Investment Objective/Process:

This strategy optimises the research and investment process used for Japanese Equity GARP but aims for higher returns over the market by refining target investments to a small number of stocks. We look at earnings growth potential to find stocks whose intrinsic value is not factored into market price.

Key Factors:

Benchmark: TOPIX Total Return Index 
Alpha Target : + 5%
Indicative Tracking Error: 4 -10%
Alpha Source: 100% stock selection
Stock Holdings : 20 - 40 stocks  

UCITS Fund literature:

Please note that this product information is intended only for institutional investors, Please click here for further information.

GARP

Strategy Highlights:

  • Efficient integration of top-down and bottom-up views
  • Investment management based on close team-based interaction and robust debate and discussion between portfolio managers and analysts
  • Multifaceted research-driven approach

Investment Objective/Process:

We believe that excess return is possible by finding the intrinsic value of a stock that the market does not factor in. This strategy seeks long-term capital growth over TOPIX (including dividends) by investing in stocks with 3-5 year earnings growth potential and appropriate market prices. Analysts' bottom-up views based on thorough fundamental research are combined with portfolio managers' top-down views to form an optimum portfolio.

Key Factors:

Benchmark: TOPIX Total Return Index 
Alpha Target : + 3%
Indicative Tracking Error: 4 - 7%
Alpha Source: stock selection and sector allocation

UCITS Fund literature:

Please note that this product information is intended only for institutional investors, Please click here for further information.

Small Cap

Strategy Highlights:

  • Thorough proprietary research conducted by Japanese equity investment team
  • Focus on competitive companies with small market capitalisations which are establishing new markets and creating barriers to entry in their respective fields through developing innovating products and services
  • Portfolio constructed through close interaction between portfolio managers and analysts

Investment Objective/Process:

We aim to outperform the Russell/Nomura Small Cap Index by 5% per annum over the medium- to long-term. Excess return is sourced solely from stock selection.

Key Factors:

Benchmark: Russell / Nomura Small Cap Index
Alpha Target : + 5%
Indicative Tracking Error: between 4 and 10%

UCITS Fund literature:

Please note that this product information is intended only for institutional investors, Please click here for further information.