Overview
Investor Profile
The Sub-Fund is suitable for institutional and wholesale investors seeking to participate in the capital market performance of an actively managed Japan Mid-Small Cap Equity portfolio. The Sub-Fund is therefore suitable for investors who can afford to invest their capital over the long term.
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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
Fund Manager
Kazuhiro BENA, CMA
Lead Portfolio Manager
Mr Bena started his career in the Administration Management Department of Daiwa SB Investments in April 2006. He then worked as a sales assistant in the Corporate Pension Department and Institutional Marketing Department for one year. In October 2007, he became a strategist in the Market Analysis Group of the Equity Management Department. After two years, he was transferred to the Investment Strategy Department and became a Japan equity strategist. After gaining experience as a strategist, Mr Bena became a portfolio manager of the Value + Alpha Group in July 2011. He is now a senior portfolio manager of the group.
Mr Bena graduated from Kansai University with BS/Informatics (2004) and Kansai University, Graduate School of Informatics with MS/Informatics (2006).
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Source: SMDAM as at 1 July 2023
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 18+ years
Time in SMDAM 18+ years
Lead Portfolio Manager
Industry Experience 18+ years
Time in SMDAM 18+ years
Mr Bena started his career in the Administration Management Department of Daiwa SB Investments in April 2006. He then worked as a sales assistant in the Corporate Pension Department and Institutional Marketing Department for one year. In October 2007, he became a strategist in the Market Analysis Group of the Equity Management Department. After two years, he was transferred to the Investment Strategy Department and became a Japan equity strategist. After gaining experience as a strategist, Mr Bena became a portfolio manager of the Value + Alpha Group in July 2011. He is now a senior portfolio manager of the group.
Mr Bena graduated from Kansai University with BS/Informatics (2004) and Kansai University, Graduate School of Informatics with MS/Informatics (2006).
______________________________
Source: SMDAM as at 1 July 2023
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
Documents
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Richard HAXE
Managing Director, Head of Business Development
Source: SMDAM
DISCLAIMERPast 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. |
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