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Schroder Tokyo

Elite Rated by FundCalibre

This fund was launched in 1989 and has had only two managers during its lifetime. In a market that has performed poorly for more than 20 years, the fund has benefited from the cautious, quality-orientated strategy adopted by the management team.

Company Description

Founded in London in 1804, today Schroders operates in more than 25 countries, employing more than 3,500 people, close to the markets in which they invest. With more than 35 offices worldwide, Schroders is listed on the London Stock Exchange and invests in a range of asset classes including equity, fixed income, multi-asset and alternatives. The group was awarded the Elite Equities Provider Rating in 2017.

Factsheet_schroders_logo

Fund Manager

In keeping with Schroders’ ‘on the ground’ investment model, most of the 18-strong Japanese team is based in Tokyo. Lead manager Andrew Rose is a lifelong Schroders man, having joined the Japanese desk in 1981.

Factsheet_andrew_rose_schroders

Schroders’ Tokyo research team seek to invest in attractively-valued companies – those with low share prices relative to their long-term profit potential.

Andrew Rose - Fund Manager

The Investment Process

The investment process has two elements. Analysts rate companies from one (strong buy) to four (strong sell), based on the quality of the business and the value offered by the current stock price. These views are then combined with Andrew’s broader market and economic views to create a coherent portfolio.

Risk

The cautious, quality-orientated strategy has resulted in the portfolio traditionally displaying less risk than the benchmark index. UK investors should be aware of the currency risk

Our Opinion

We really like the fact that this fund has had very consistent management. Its experienced and well-resourced team, have a robust process and an excellent track record, providing the perfect ingredients for a core Japanese fund.

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©2014 FundCalibre Limited. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a fund, and (5) are not warranted to be correct, complete, or accurate. FundCalibre shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. The Elite Fund rating is subjective in nature and reflects FundCalibre’s current expectations of future events/behaviour as they relate to a particular fund. Because such events/behaviour may turn out to be different than expected, FundCalibre does not ,guarantee that a fund will perform in line with its FundCalibre benchmark. Likewise, the Elite Fund rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. FundCalibre disclaims any responsibility for trading decisions, damages or other losses resulting from any use of the Elite Fund rating.