Chikara Japan Alpha Fund Class C JPYFür den Zugriff auf unsere Ratings hier anmelden |
Wie hat sich dieser Fonds entwickelt? | 31.03.2024 |
Wachstum von 1000 (EUR) | Charts Erweitert |
Fonds | 27,8 | -11,1 | -34,4 | -18,2 | -8,2 | |
+/-Kat | 23,1 | -16,9 | -21,7 | -29,3 | -15,3 | |
+/-Idx | 23,3 | -20,2 | -23,5 | -34,3 | -22,0 | |
Kategorie: Aktien Japan Flex-Cap | ||||||
Kategorie Benchmark: Morningstar Japan TME NR JPY |
Übersicht | ||
NAV 25.04.2024 | JPY 1232,25 | |
Änderung z. Vortag (in EUR) | -2,53% | |
Ausgabeaufschlag | - | |
Morningstar Kategorie™ | Aktien Japan Flex-Cap | |
WKN | A0M28Q | |
ISIN | IE00B1N1T439 | |
Fondsvolumen (Mio) - | - | |
Anteilsklassenvol (Mio) 25.04.2024 | JPY 92,63 | |
Ausgabeaufschlag (max.) | - | |
Laufende Kosten 03.08.2023 | 1,80% |
Anlageziel: 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 | |||||||||||||
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Management | ||
Fondsmanager Startdatum | ||
Jonathan Dobson 04.04.2007 | ||
Anteilserstausgabe 04.04.2007 |
Werbung |
Kategorie Benchmark | |
Fondsbenchmark | Morningstar Benchmark |
TOPIX TR JPY | Morningstar Japan TME NR JPY |
Target Market | ||||||||||||||||||||
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Was steckt in diesem Fonds? Chikara Japan Alpha Fund Class C JPY | 31.03.2024 |
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Top 5 Positionen | Sektor | % |
ASICS Corp | Zyklische Konsumgüter | 7,06 |
Money Forward Inc Ordinary Shares | Technologiewerte | 6,68 |
MonotaRO Co Ltd | Zyklische Konsumgüter | 6,35 |
WealthNavi Inc Ordinary Shares | Finanzdienstleistungen | 6,09 |
Infomart Corp | Technologiewerte | 5,56 |
aufgestockt reduziert neu seit letztem Portfolio | ||
Chikara Japan Alpha Fund Class C JPY |