Performance in 2019 has been strong relative to the index, following a period in which the quality and value elements to the strategy have been out of favour. The trust is up 10.5% in NAV total return terms over the calendar year to date, compared to 7.2% for the TOPIX. The peer group average is higher though, at 13.5%. As the graph below shows, the quality exposure helped the trust outperform the index in 2014, but in 2016 and 2017 the world economy saw a growth and momentum-led rally which the ....
Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
Aberdeen Japan - Overview
- Published:
10 Jul 2019 -
Author:
Thomas McMahon, CFA -
Pages:
6
Performance in 2019 has been strong relative to the index, following a period in which the quality and value elements to the strategy have been out of favour. The trust is up 10.5% in NAV total return terms over the calendar year to date, compared to 7.2% for the TOPIX. The peer group average is higher though, at 13.5%. As the graph below shows, the quality exposure helped the trust outperform the index in 2014, but in 2016 and 2017 the world economy saw a growth and momentum-led rally which the ....