Overview
Investor Profile
Ideal for institutional investors seeking investments in small cap Japanese equities 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
Performance
Source: SMDAM.
| The figures shown relate to past performance. 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 and is in the currency shown above; the return may increase or decrease as a result of currency fluctuations. |
NAV / Historical prices
Source: SMDAM.
| 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. Fund performance is shown net of fees and is in GBP; the return may increase or decrease as a result of currency fluctuations. |
Fund Manager
Tatsuro NIGAURI
Lead Portfolio Manager
Mr Nigauri joined Daiwa SB Investments in October 2002 and has over 30 years of investment experience. He originally joined Daiwa Institute of Research in 1991, beginning his career as a research analyst. Since 1995, Mr Nigauri has dedicated his research efforts to developing an expertise in small cap equities. He has met over 3,000 Japanese companies during his career as a result of his continuous work conducting 1-on-1 meetings with company management.
He obtained a BA degree in Economics (1990) from the University of Tokyo in Japan.
Award winning portfolio manager
Lipper Fund Awards Japan (2012, 2013),
J Money Fund Awards (2016),
R&I Fund Contest (2012, 2013, 2014, 2015, 2016, 2017, 2023, 2024)
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Source: SMDAM as at 1 July 2024
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 30+ years
Time in SMDAM 21+ years
Lead Portfolio Manager
Industry Experience 30+ years
Time in SMDAM 21+ years
Mr Nigauri joined Daiwa SB Investments in October 2002 and has over 30 years of investment experience. He originally joined Daiwa Institute of Research in 1991, beginning his career as a research analyst. Since 1995, Mr Nigauri has dedicated his research efforts to developing an expertise in small cap equities. He has met over 3,000 Japanese companies during his career as a result of his continuous work conducting 1-on-1 meetings with company management.
He obtained a BA degree in Economics (1990) from the University of Tokyo in Japan.
Award winning portfolio manager
Lipper Fund Awards Japan (2012, 2013),
J Money Fund Awards (2016),
R&I Fund Contest (2012, 2013, 2014, 2015, 2016, 2017, 2023, 2024)
______________________________
Source: SMDAM as at 1 July 2024
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
Invest with 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
Richard HAXE
Managing Director, Head of Business Development
Alex BARRY
Executive Director, Head of Distribution - UK and Ireland
Chloé CHOQUIN
Director, Business Development & Client Relations
Thomas CARTWRIGHT
Director, Business Development & Client Relations
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. |
United Kingdom
Switzerland
Luxembourg
Germany
Finland
Ireland
Netherlands
Rest of EEA
Middle East
Japan
Hong Kong
Singapore
USA
Other