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ii Super 60 - Lindsell Train Japanese Equity

ii Super 60 investments:
Lindsell Train Japanese Equity

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Asset Group Asset Sub-Group Investment Category
Equities Japanese equities Core

Selection rationale:
A consistently strong performer, Lindsell Train Japanese Equity substantially outperformed the Topix index during 2018.

A Dublin-registered fund, Lindsell Train Japanese Equity has been managed by Michael Lindsell since 2004. Its assets are concentrated in a small number of holdings. This is partly because Lindsell believes only a very limited number of companies meet his requirements for exceptionalism. He focuses on companies with sustainable business models and/or established, resonant brands that demonstrate long-term durability in cash and profit generation.

Lindsell only invests in businesses he expects to produce growing real returns for investors over the next 20 years at least. He is then prepared to stick with them until they realise their potential, which means his portfolio turnover is generally low, typically around 10% a year.

He normally sells a company when its share price reaches a level considerably above his valuation target and then only when he sees alternative undervalued and exceptional businesses which he would like to buy instead.

It scooped the Best Japan Fund title in Money Observer’s 2018 awards.

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The information we provide in the Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. None of the opinions provided are a “personal recommendation”, therefore you should ensure that any investment decisions you make are suitable for your personal circumstances. Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.

Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.