UOB Asset Management – United Japan Small And Mid Cap Fund

UOB Asset Management – United Japan Small And Mid Cap Fund Review

Fund objective

UOB Asset Management – United Japan Small And Mid Cap Fund aims to achieve long-term capital growth through investing in securities of small and medium capitalisation corporations listed, domiciled, or having substantial operations, in Japan.

Investment Strategy

UOB Asset Management – United Japan Small And Mid Cap Fund aims to identify good quality companies in which they are able to achieve an in-depth understanding with a view to invest for the long term. The Sub-Managers conduct strong fundamental research further supported by dedicated analysts, and adopt a team-based investment management approach. All listed Japanese stocks (excluding stocks in the TOPIX 100 Index and stocks with a market capitalisation of below US$100 million) (from 12 October 2023, this will be amended to “(excluding stocks in the TOPIX 100 Index)”) form the initial investment universe.

The focus is on companies with qualitative characteristics including growing companies in developing business sectors; companies with unique business models or superior technologies; and companies in mature markets that are still able to grow earnings through innovations. A portion of UOB Asset Management – United Japan Small And Mid Cap Fund assets may be retained in liquid instruments and cash for liquidity purposes. The Fund may use or invest in FDIs for the purposes of hedging existing positions, efficient portfolio management, or a combination of both purposes.

Who is UOB Asset Management – United Japan Small And Mid Cap Fund suitable for?

UOB Asset Management – United Japan Small And Mid Cap Fund is only suitable for investors who:

• seek long-term capital growth
• are comfortable with the volatility and risks of a fund which invests in securities of small and medium capitalisation corporations listed, domiciled, or having substantial operations, in Japan

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 UOB Asset Management – United Japan Small And Mid Cap Fund?

The value of UOB Asset Management – United Japan Small And Mid Cap 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 UOB Asset Management – United Japan Small And Mid Cap Fund are described below:

Market and Credit Risks

• You are exposed to market risks in the Japan market
• You have greater exposure to market risk as this is an equity fund

Liquidity Risks

• The Sub-Fund is not listed and you can redeem only on Dealing Days
• You are exposed to liquidity risk in the Sub-Fund’s investments

Product-Specific Risks

• You are exposed to the risk of investing in a single country fund
• You are exposed to small and medium capitalisation companies risk
• You are exposed to political, regulatory and legal risk
• You are exposed to foreign exchange and currency risk
• You are exposed to derivatives risks
• Other risks to your investment include single country, sector or region risk, counterparty risk, broker risk, debt securities risk, exceptional market conditions, actions of institutional investors and investment management 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 UOB Asset Management – United Japan Small And Mid Cap Fund

• UOB Asset Management – United Japan Small And Mid Cap Fund Fact Sheet (Open in New Window)
• UOB Asset Management – United Japan Small And Mid Cap Fund Product Highlight Sheet (Open in New Window)
• Speak to a licensed licensed financial adviser

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