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Comgest Growth Japan Class U - Accumulation (GBP)

Sell:1,045.00p Buy:1,045.00p Change: 19.00p (1.79%)
Prices as at 19 December 2024
Sell:1,045.00p
Buy:1,045.00p
Change: 19.00p (1.79%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 19 December 2024
Sell:1,045.00p
Buy:1,045.00p
Change: 19.00p (1.79%)
Prices as at 19 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Japan is home to some of the best-known businesses on the planet. Toyota, Honda, Panasonic, and Nintendo to name a few. There are also lesser-known businesses with the potential to be the household names of tomorrow. But years of sluggish growth put people off investing in the country. Former Prime Minister, Shinzo Abe, introduced policies designed to stimulate the economy and reignite interest in Japan's markets. Investor sentiment began to change but after 8 years at the helm, he announced his retirement and was replaced by Yoshihide Suga in September 2020. Suga's appointment initially offered the promise of fresh and progressive government policies and continued economic support. His tenure was dominated by the pandemic and he faced criticism over how he handled the virus. After one year in office, he stepped down as Prime Minister and has been replaced by fellow Liberal Democratic Party (LDP) member Fumio Kishida.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

20/12/19 to 20/12/20 20/12/20 to 20/12/21 20/12/21 to 20/12/22 20/12/22 to 20/12/23 20/12/23 to 20/12/24
Annual return 39.74% -10.10% -20.40% -1.20% 5.88%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Makoto Egami
Manager start date: 30 September 2015
Manager located in: Japan

Makoto Egami joined Comgest's Tokyo office in 2013 and is an Analyst and Portfolio Manager within the Japanese equity team, identifying quality growth stocks for the strategy. He started his career in 2001 at JP Morgan Chase in Tokyo as a credit Analyst and went on to work for US-based Taiyo Pacific Partners as an investment professional before moving on to Macquarie as a Japanese small-mid cap Analyst. Makoto also held the position of senior industry Analyst at Google Japan. He graduated from Keio University with a BA in Economics and holds an MBA from the Kellogg School of Management (USA), as well as the CMA from the Securities Analysts Association of Japan.

manager photo
Manager Name: Chantana Ward
Manager start date: 1 January 2008
Manager located in: Paris

Chantana Ward joined Comgest in 1998. Based in Paris, she is an Analyst and Portfolio Manager within the Japanese equity team and she travels regularly to Japan to research companies and spend time with the Tokyo-based team members. Chantana co-leads funds within Comgest's Asia ex Japan, Asia including Japan and Japan equity strategies and has been an important contributor to the development of these strategies. Chantana holds an MSc in Finance from Baruch College's Zicklin School of Business in New York, a dual diploma with The American University of Paris.

manager photo
Manager Name: Richard Kaye
Manager start date: 9 January 2010
Manager located in: Japan

Richard Kaye joined Comgest in 2009 as an Analyst and Portfolio Manager, bringing with him a wealth of experience in Japanese equities. Upon joining Comgest, he became co-lead of Comgest's Japan equity strategy. Starting his career in 1994 as an Analyst with the Industrial Bank of Japan, Richard joined Merrill Lynch in the same role in 1996. In 2005 he moved to the Wellington Management Company in Boston as a Portfolio Manager of Japanese TMT stocks. Richard graduated from Oxford University where he majored in Oriental Studies.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account