The fund’s investment objective is to achieve total return through investment in Japanese and other companies. The emphasis of the fund will be investment in Japanese companies. The fund may also invest in companies headquartered or quoted outside Japan where those companies have material or critical operations within, or derive significant business from, Japan. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments.
Schroder Japan Alpha Plus Fund has fewer holdings than more mainstream Japanese funds, as it concentrates only on our strongest investment ideas. As the fund is highly focused, we typically have more good investment ideas than we can hold in the portfolio at any one time. This high level of 'competition' should ensure that the fund is exposed to the very best investment opportunities we can find.The fund also has an emphasis on small and medium sized companies. In terms of investment research, this area of the market is not as widely covered as the largest companies in Japan. As a result, there is considerable scope for finding good investment opportunities that have not been uncovered by other investors.
