Nikko AM Japan Share Concentrated Fund

The Fund gains exposure to Japanese equities by investing substantially in the Nikko AM Japan Focus Fund (Underlying Fund). Nikko Asset Management Co. Limited, based in Tokyo, is the investment manager of the Underlying Fund.

Investment objective

The Fund aims to achieve capital growth over the long-term, by exceeding the performance of the TOPIX Total Return Index (AUD ) unhedged, over a full investment cycle.

Japan Focus Strategy

Yuki Watanabe, Portfolio Manager

Note: This video has English subtitles

This video has been prepared by Nikko Asset Management Co., Ltd (Nikko AM). This material is issued in Australia by Nikko AM’s indirect subsidiary, Nikko AM Limited ABN 99 003 376 252, AFSL 237563 (Nikko AM Australia). To the extent that any statement in this video constitutes general advice under Australian law, the advice is provided by Nikko AM Australia. Nikko AM does not hold an AFS Licence. Nikko AM Australia is part of the Nikko AM Group.

Key benefits

Management
Exposure to a Japanese portfolio of best ideas

Exposure to a Japanese portfolio of best ideas

The investment universe comprises around 3,500 Japanese listed companies, across all sectors.

Strategy
High conviction, benchmark agnostic strategy

High conviction, benchmark agnostic strategy

The Strategy aims to achieve capital growth over the long term by investing in a relatively concentrated portfolio of Japanese companies.

Performance
In-depth proprietary research

In-depth proprietary research

Research and long-term forecasting is conducted by the experienced Japanese equity team using their proven and disciplined process.

Management
Experienced team

Experienced team

The Portfolio Manager of the Underlying Fund is supported by the experienced Japanese equity research team.

Strategy characteristics

  • High conviction Japanese equity strategy
  • 30-50 stocks - weighted to reflect the alpha conviction of the Portfolio Manager in individual stocks
  • Benchmark and style agnostic
  • Analysis of long-term structural trends, focus on growth potential and shareholder returns
  • Risk management embedded in entire process
Nikko AM Japan Share Concentrated Fund at a glance
Inception DateSeptember 2016
Benchmark TOPIX Total Return Index (AUD ) unhedged.
Management Fee 0.95% p.a.
Minimum initial investment*$20,000
Minimum additional investment*$1,000
Minimum monthly investment#$250 per month on a regular monthly basis
Distribution frequency^Yearly
#
For regular monthly savings plan, please complete the direct debit request inside the application booklet.
*
Nikko Asset Management Australia Limited ABN 34 002 542 038 AFSL 229664, the Responsible Entity for the Fund, may accept lower amounts at any time at its discretion.
^
The Fund’s constitution provides for distributions to be paid yearly however due to the capital growth style of this Fund we expect yearly income distributions to be minimal or nil at times.
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