Lindsell Train Japanese Eq B GBP QutdInc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.55%
  • 3 Year sharpe0.38
  • 3 Year alpha3.9
  • Distribution Typeaccumulation
  • BenchmarkTOPIX TR JPY
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.71%
  • IA SectorJapan
  • Manager GroupLindsell Train
  • DomicileIreland
  • ISINIE00B7FGDC41

Investment Strategy

To maximise total return over the longer term from a well-diversified portfolio of equities, (and, if considered appropriate, convertible securities) primarily quoted on stock markets in Japan.

ii Super 60 selected

This Fund is a member of our ii Super 60 rated list

An admirably steady performer, Lindsell Train Japanese Equity has been managed by Michael Lindsell since 2004.

Lindsell believes only a very limited number of companies meet his requirements for ‘exceptionalism’, so he concentrates the fund’s assets in a small number of holdings, typically 20 to 35. He focuses on companies with sustainable business models and/or established, resonant brands that demonstrate long-term durability in cash and profit generation. One favoured holding is Nintendo.

Lindsell invests for the very long term, which is why the fund’s turnover is among the lowest in the sector. He normally sells a company when its share price reaches a level considerably at variance with his valuation target, and then only when he sees alternative undervalued and exceptional businesses he would like to buy instead.

October 2020

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