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WS Zennor Japan Equity Income Class B- Accumulation (GBP)

Sell:119.65p Buy:119.65p Change: 0.83p (0.70%)
Prices as at 20 December 2024
Sell:119.65p
Buy:119.65p
Change: 0.83p (0.70%)
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 20 December 2024
Sell:119.65p
Buy:119.65p
Change: 0.83p (0.70%)
Prices as at 20 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 After one year in office, he stepped down as Prime Minister and has been replaced by fellow Liberal Democratic Party (LDP) member Fumio Kishida.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 n/a n/a n/a n/a 11.97%

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: David Mitchinson
Manager start date: 24 April 2023
Manager located in: London

David started his career with Framlington where he ran the Japan Fund. He then moved to Tokyo with JP Morgan where he spent many years. He moved to Adia in 2013, and eventually returned to the UK with TT International in 2016. He joined Zennor in 2020. David has a degree in Economics from Cambridge University and also holds the CFA.

Manager Name: James Salter
Manager start date: 24 April 2023
Manager located in: London

James spent his early career managing Japanese equities at Foreign and Colonial, Martin Currie and Schroders. In 2001, he joined Polar Capital, as a founding partner, where he worked for 19 years. He founded Zennor in 2020. He has a Degree in classics from Reading University and a masters in Japan Area Studies from the School of Oriental and African Studies as well as holding the CFA.

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