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Invesco Resp Japanese Equity Value Discovery Class Z - Accumulation (GBP)

Sell:506.46p Buy:506.46p Change: 0.11p (0.02%)
Prices as at 24 May 2024
Sell:506.46p
Buy:506.46p
Change: 0.11p (0.02%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 24 May 2024
Sell:506.46p
Buy:506.46p
Change: 0.11p (0.02%)
Prices as at 24 May 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Japan is home to some of the best-known businesses on the planet. Toyota, Honda, Panasonic, and Nintendo to name a few. There are also lesser-known businesses with the potential to be the household names of tomorrow. But years of sluggish growth put people off investing in the country. Former Prime Minister, Shinzo Abe, introduced policies designed to stimulate the economy and reignite interest in Japan's markets. Investor sentiment began to change but after 8 years at the helm, he announced his retirement and was replaced by Yoshihide Suga in September 2020. Suga's appointment initially offered the promise of fresh and progressive government policies and continued economic support. His tenure was dominated by the pandemic and he faced criticism over how he handled the virus. After one year in office, he stepped down as Prime Minister and has been replaced by fellow Liberal Democratic Party (LDP) member Fumio Kishida.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

  • Invesco Resp Japanese Eq Val...
  • IA Japan
FROM: TO:


Source: Refinitiv Lipper

Fund Track Record

24/05/19 to 24/05/20 24/05/20 to 24/05/21 24/05/21 to 24/05/22 24/05/22 to 24/05/23 24/05/23 to 24/05/24
Annual return -12.56% 18.06% -6.57% 5.59% 7.65%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Daiji Ozawa
Manager start date: 21 June 2021
Manager located in: Tokyo

Based in Tokyo, Daiji is Chief Portfolio Manager for Japanese Equity Value portfolios. Daiji started his investment career in 1986, gaining fund management experience at a number of firms including Bank of Tokyo, Tokyo-Mitusbishi Asset Management, Citigroup Asset Management, Western Asset Management and most recently Morgan Stanley, where he was Head of Equity Investments. He joined our company in 2010 as a result of Invesco's acquisition of Morgan Stanley's retail asset management business. He holds a BA in Political Science from Waseda University, holds the Chartered Financial Analyst® (CFA®) designation and is a member of the Security Analysts Association of Japan.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account