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Invesco Japanese Smaller Companies Z Acc

Citicode
GUXW
Launch Date
12-11-2012
Fund Size
£45,854,191
Yield
0.74%
Ongoing Charge
0.80%
Fund Managers
Japanese Equity Team
Tokyo Investment Centre
Yukihiro Hattori
Benchmark: IA Japan
Investment
Invesco Japanese Smaller Companies Z Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

- The objective of the Fund is to achieve long-term (5 years plus) capital growth. - The Fund invests at least 80% of its assets in shares of companies incorporated, domiciled or carrying out the main part of their economic activity in Japan. - The Fund may use derivatives (complex instruments) to manage the Fund more efficiently, with the aim of reducing risk, reducing costs and/or generating additional capital or income. - The Fund has an active investment approach based on stock selection driven by a comprehensive analysis focusing on smaller companies (typically companies that are no larger (by market capitalisation) than the largest company in the bottom 30% of the Japanese market). The Fund is not constrained by a benchmark. - The reference to (UK) in the Fund's name only relates to the Fund’s domicile and is unrelated to the Fund’s objective and investment policy. - You can buy, sell and switch shares in the Fund on any Dealing Day (as defined in the Prospectus). - Any income from your investment will be reinvested. - Recommendation: The Fund may not be appropriate if you plan to withdraw your money within 5 years.

Top 10 Holdings

Asset Class

Fund Manager

Japanese Equity Team

Start Date

30-11-2020

Bio

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Fund Manager

Tokyo Investment Centre

Start Date

30-11-2020

Bio

-

Fund Manager

Yukihiro Hattori

Start Date

30-11-2020

Bio

Yukihiro joined Invesco in January 2015 and became a Portfolio Manager specialised in the small/mid-cap growth strategy in March 2018. Prior to that, he was an equity research sale for institutional clients and a member of corporate access, responsible for arranging meetings and seminars for investors at UBS Securities. He started his career as a Japan equity research sale at Merrill Lynch after graduating from the University of Tokyo, Graduate School of Frontier Sciences, Department of Advance Energy.Yukihiro is a Chartered Member of the Security Analysts Association of Japan, CMA.

Data source:

All financial data is supplied by FE

Disclaimer:

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