Schroder Investment – Japanese Equity Fund

Schroder Investment – Japanese Equity Fund Review

Fund objective

Schroder Investment – Japanese Equity Fund aims to provide capital growth by investing in equities of Japanese companies. The fund invests at least two-thirds of its assets in equities of Japanese companies. The fund may use derivatives with the aim of achieving investment gains, reducing risk or managing the fund more efficiently. The fund may also hold cash.

Investment Strategy

Schroder Investment – Japanese Equity Fund invests at least two-thirds of its assets in equity and equity-related securities of Japanese companies. The Fund may use derivatives with the aim of achieving investment gains, reducing risk or managing the Fund more efficiently.

Schroder Investment – Japanese Equity Fund may also invest in money market instruments and hold cash. The net asset value of the Fund is likely to have high volatility due to its investment policies or portfolio management techniques.

Who is Schroder Investment – Japanese Equity Fund suitable for?

Schroder Investment – Japanese Equity Fund is only suitable for investors who:

• seek capital growth
• understand the risks of investing in Japanese equity and equity related securities

Dividend or Income payout frequency: N.A.

For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.

What are the key risks of Schroder Investment – Japanese Equity Fund?

The value of Schroder Investment – Japanese Equity Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.

Some of the key risks associated with Schroder Investment – Japanese Equity Fund are described below:

Market and Credit Risks

• You are exposed to market risk in Japan

Liquidity Risks

• You may be exposed to liquidity risk

Product-Specific Risks

• You are exposed to distribution policy risk (only applicable to Distribution Classes)
• You are exposed to operational risk
• You are exposed to counterparty risk
• You are exposed to currency risk
• You are exposed to derivatives risk
• You are exposed to equity risk
• You are exposed to leverage risk

Investment Fees and Charges

For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.

Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.

Where can I get more details about Schroder Investment – Japanese Equity Fund

• Schroder Investment – Japanese Equity Fund Fact Sheet (Open in New Window)
• Schroder Investment – Japanese Equity Fund Product Highlight Sheet (Open in New Window)
• Speak to a licensed licensed financial adviser

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