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Royal London Japan Tracker Class Z - Accumulation (GBP)

Sell:303.30p Buy:303.30p Change: 0.80p (0.26%)
Prices as at 16 April 2021
Sell:303.30p
Buy:303.30p
Change: 0.80p (0.26%)
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 16 April 2021
Sell:303.30p
Buy:303.30p
Change: 0.80p (0.26%)
Prices as at 16 April 2021
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. This changed after Shinzo Abe was elected Prime Minister in 2012. He introduced a number of policies to stimulate economic growth and created more interest in Japan's markets. After serving almost eight years at the helm Shinzo Abe has stepped down as prime minister of Japan due to health reasons. He was succeeded by right hand man Yoshihide Suga. We think Japanese funds could diversify a global portfolio focused on long-term growth. There are a handful of fund managers we think have the potential to outperform the broader Japanese market over the long term, each with different approaches.

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

This information is currently unavailable.

Fund Track Record

16/04/16 to 16/04/17 16/04/17 to 16/04/18 16/04/18 to 16/04/19 16/04/19 to 16/04/20 16/04/20 to 16/04/21
Annual return 23.80% 6.67% 1.16% -2.70% 27.65%

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.

Fund Management Group Comment

Royal London Asset Management (RLAM) is part of the Royal London Group and was established in 1988. The acquisitions of Scottish Life In 2001, and Scottish Provident and Phoenix Life Assurance in 2008 boosted the assets under management at the group, and it now looks after a diverse range of assets including fixed income, equities, cash and property. RLAM offers a wide choice of funds for investors. The company's forte is in the provision of income portfolios and its philosophy is that all well-diversified portfolios should include an element of income.

Information about the fund

Fund manager biography

Manager Name: Michael Sprot
Manager start date: 4 January 2021
Manager located in: London

Michael joined the team as a Junior Passive Fund Manager in March 2016. Michael joined RLAM in January 2009 working across the Performance and Asset Allocation functions, most recently as Unitised Performance team leader. Previously he worked in Equity Performance Measurement at JPMorgan Asset Management and Performance Measurement at Northern Trust. Before that he completed an MA in Finance and Investment at Exeter University and a BA joint hons in Computing and Accounting & Finance at the University of Kent. Michael is a CFA charter holder.

manager photo
Manager Name: JoJo Chen
Manager start date: 4 January 2021
Manager located in: TBC

JoJo Chen joined RLAM as a Passive Fund Manager in June 2016. Prior to joining RLAM she was an assistant fund manager at UBS Asset Management, mainly looking after various passive index linked funds/ETFs. Her previous positions include business unit controller in the UBS investment banking division,... monitoring equity derivatives and a role as an equity derivative financial analyst at Bank of America Merrill Lynch. JoJo also spent three years at KPMG LLP before moving into the banking/asset management industry. She is a CFA charter holder and qualified accountant (ACCA).

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