Fidelity Japan Smaller Companies W Acc

Name
Fidelity Japan Smaller Companies W- Acc
Manager
Fidelity (FIL Investment SVCS (UK) Ltd)
Type
Open Ended Investment Company
ISIN
GB00B73VMD59
Sector
LC00000009
Launched
15/10/2012
OCF
0.94 %
Risk Rating
3
3 Year Sharpe
1.15
3 Year Alpha
2.51
Yield
0.3 %
Benchmark
Russell/Nomura Mid Small TR USD
The Fund’s investment objective is to provide long term growth potential from a portfolio of Japanese equities. The portfolio is likely to have a bias towards medium-sized and smaller companies, although the ACD is not restricted in its choice of company by either size or industry.
Holding%
MISUMI Group Inc4.74 %
Suzuki Motor Corp3.88 %
Makita Corp3.82 %
Shimadzu Corp3.68 %
T&D Holdings Inc2.89 %
Hitachi Construction Machinery Co Ltd2.58 %
Nidec Corp2.48 %
Daifuku Co Ltd2.41 %
Otsuka Corp2.27 %
Disco Corp2.16 %
Region%
Japan100.00 %
Sector%
Industrials38.13 %
Technology19.88 %
Consumer Cyclical16.21 %
Basic materials7.69 %
Financial Services7.60 %
Consumer Defensive5.30 %
Name
Fidelity (FIL Investment SVCS (UK) Ltd)
Address
TN11 9DZ, Hildenborough Kent, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Jun Tano

Joined 04/01/2006

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.

Data provided by Morningstar.

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