Capital Group Japan Equity Fund (LUX) Ph-GBPRegister to Unlock Ratings |
Performance History | 30/06/2020 |
Growth of 1,000 (GBP) | Advanced Graph |
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Category: Japan Large-Cap Equity | ||||||
Category Benchmark: Morningstar Japan TME NR JPY |
Key Stats | ||
NAV 10/07/2020 | GBP 13.07 | |
Day Change | -0.15% | |
Morningstar Category™ | Japan Large-Cap Equity | |
IA (formerly IMA) Sector | Japan | |
ISIN | LU2097332931 | |
Fund Size (Mil) 13/08/2024 | JPY 15459.13 | |
Share Class Size (Mil) 10/07/2020 | GBP 0.08 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 19/02/2020 | 0.75% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
There has been some notable team turnover on the Capital Group Japan Equity strategy in recent years, including the upcoming retirement of Seung Kwak, the longtime lead manager. This affects portfolio structure within this multimanager setup.... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 25 |
Process | 23 |
Performance | |
Price |
Investment Objective: Capital Group Japan Equity Fund (LUX) Ph-GBP |
The Fund aims for long-term capital growth through investment primarily in listed Equity of issuers domiciled and/or having their principal place of business in Japan. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Akira Horiguchi 01/02/2008 | ||
Akira Shiraishi 01/04/2020 | ||
Click here to see others | ||
Inception Date 21/01/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
TOPIX TR JPY | Morningstar Japan TME NR JPY |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Capital Group Japan Equity Fund (LUX) Ph-GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 4.10 |
![]() | ![]() | 3.85 |
![]() | ![]() | 3.23 |
![]() | ![]() | 3.06 |
![]() | ![]() | 2.98 |
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Capital Group Japan Equity Fund (LUX) Ph-GBP |