Quick Stats

Bid Price - Offer Price -
Mid Price GBX 334.60 Day Change GBX -1.30 (-0.39%)
Price Date 23 Nov 2017 Crown Rating 4
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.75 Fund Size 144,000,000.00
Launch Date 16/04/1984 Standard Initial Charge (%) 3.50
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.75
ISIN GB0003860565 Min TopUp (£) 250.00

Fund Objective

The fund aims to provide long-term capital growth. It invests primarily in the shares of Japanese companies. The portfolio is likely to have a bias towards medium-sized and smaller companies and has the freedom to invest outside the fund's principal geographies, market sectors, industries or asset classes. It can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile.

Fund Managers

Jun Tano
Jun Tano was born in Japan in 1962. He attended the Wharton School of the University of Pennsylvania where he obtained his MBA. Jun started his career as an analyst for Meiji Life Insurance company in Tokyo in 1986. He became a portfolio manager in 1989 in the American office before joining the London office in 1992. He returned to Tokyo in 1999. Jun joined Fidelity in 2001 as an equity analyst, having previously developed extensive experience of the Japanese equity market. Jun's portfolio management experience now totals almost 16 years and his very strong investment background has already proven beneficial, as Jun has shown himself to be adept at uncovering attractive investment opportunities in the small to mid-cap investment space.