Chikara Japan Alpha Fund Class C JPYRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 35.0 | -16.6 | -30.7 | -20.1 | -20.3 |
![]() | +/-Cat | 24.4 | -15.8 | -23.0 | -28.6 | -22.2 |
![]() | +/-B’mrk | 24.7 | -18.9 | -24.8 | -33.5 | -27.6 |
Category: Japan Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Japan TME NR JPY |
Key Stats | ||
NAV 12/07/2024 | JPY 1336.54 | |
Day Change | 1.11% | |
Morningstar Category™ | Japan Flex-Cap Equity | |
ISIN | IE00B1N1T439 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) 12/07/2024 | JPY 29.85 | |
Max Initial Charge | - | |
Ongoing Charge 10/02/2023 | 1.70% |
Investment Objective: Chikara Japan Alpha Fund Class C JPY |
The investment objective of the Fund is to provide investors with superior long term capital appreciation. The investment objective will be achieved by investing primarily on a long-only basis in a concentrated portfolio of equities of companies listed or traded on Recognised Exchanges in Japan which have their registered office or conduct a predominant part of their economic activity in Japan. These stocks typically fall into three key opportunity sets: Fundamental Opportunities, which, in the Investment Manager’s view, are large cap companies with high returns on capitals; Special Situations, which are catalyst driven opportunities such as positive earnings revisions and capital returns to shareholders; and thirdly, Undiscovered Gems, representing opportunities in the small and mid cap sector, which take advantage of mispricing within the space. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Jonathan Dobson 04/04/2007 | ||
Inception Date 04/04/2007 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
TOPIX TR JPY | Morningstar Japan TME NR JPY |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Chikara Japan Alpha Fund Class C JPY | 30/04/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 6.92 |
![]() | ![]() | 6.88 |
![]() | ![]() | 5.73 |
![]() | ![]() | 5.47 |
![]() | ![]() | 5.34 |
![]() | ||
![]() ![]() ![]() | ||
Chikara Japan Alpha Fund Class C JPY |