Overview

Objective

Aims to provide stable excess returns by investing in stocks that will achieve better earnings than market expectation and as a result consistently investing in the appropriate stocks for the market environment in a timely manner, ahead of the economic cycle.

Investor Profile

Institutional investors seeking investments that provide higher alpha with no style preference.

 

 

          Other fund documents

 

 

Capital at risk. All investments involve risk and investors may not get back the amount originally invested.

Investment risk is concentrated in specific sectors, countries, currencies or companies. This means the Fund is more sensitive to any localised economic, market, political, sustainability-related or regulatory events. The value of securities can be affected by daily stock market movements, political factors, economic news, company earnings and significant corporate events.

Key Facts

Sub Fund Name
High Conviction Fund
ISIN
LU2786909890
Reference Benchmark
TOPIX (with dividends)
No. of Holdings
30 stocks maximum
Performance Target
TOPIX (with dividends) +5%
Style
Value
Bloomberg ID
SMHCJI2
Domicile
Luxembourg
Sub Fund Inception Date
March 2024
Share Class Inception Date
March 2024
Base Currency
JPY
Currencies Available
JPY, USD, EUR, GBP, HKD
Unit Class
I - Accumulation
Dealing Time Cut-Off
16:00 CET
SFDR Classification
: Article 8
Regulatory Structure
UCITS

Fund Managers

Taniuchi 2.0

Hideyuki TANIUCHI

Lead Fund Manager

With an investment career of 27 years, Hideyuki Taniuchi started his financial career with Yamaichi Securities in 1996. 


He moved to Nikko Asset Management the following year as a trader to handle transactions in equities, convertible bonds and foreign exchange. In 1999, he started his career as a fund manager being heavily involved in and emphasizing bottom-up research for Japanese equities specializing in growth stocks. 


He joined Daiwa SB Investments (one of the SMDAM’s former entities) in June 2008 to manage the Fundamental Active Strategy, ect. and was promoted to the Unit Leader in 2020. 
Taniuchi is not only a Certified Member Analyst of the Security Analysts Association of Japan, but also obtained the right to use the CFA designation in 2005.


Taniuchi graduated from Tokyo University of Science in 1996, with a Bachelor of Engineering in Industrial Administration.

______________________________

Source: SMDAM as at 1 July 2024
CFA: Chartered Financial Analyst
CMA: Certified Member Analyst of The Securities Analyst Association of Japan         
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019

Industry Experience 27+ years

Time in SMDAM 16+ years

Learn more

Invest with us

Contact Us

If you have any account or dealing enquiries, please contact BBH using the following contact details:

Brown Brothers Harriman (Luxembourg) S.C.A.
80, route d’Esch, L-1470 Luxembourg
T: +352 474 066 226
F: +352 474 066 401
E: Lux.BBH.Transfer.Agent@BBH.com

RH Squared

Richard HAXE

Managing Director, Head of Business Development

AB Squared

Alex BARRY

Executive Director, Head of Distribution - UK and Ireland

CC Squared

Chloé CHOQUIN

Director, Business Development & Client Relations

TC Squared

Thomas CARTWRIGHT

Director, Business Development & Client Relations

Source: SMDAM

 

DISCLAIMER

Past performance is not a reliable indicator of future performance and may not be repeated.

An investment’s value and the income deriving from it may fall, as well as rise, due to market fluctuations. Investors may not get back the amount originally invested. Fund performance is shown net of fees. If the currency in which the fund is denominated is different from an investor’s currency, the return may increase or decrease as a result of currency fluctuations. 

The information on this website is not intended to be investment advice, tax, financial or any other type of advice, and is merely a summary of the main aspects of the funds. The information should not be construed as an offer to buy, sell or transact in any security including, but not limited to, shares in the funds.

Decisions to invest in any fund are deemed to be made solely on the basis of the information contained in the prospectus and the PRIIPS KID accompanied by the latest available annual and semi-annual report.