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WINTERTHUR ABERDEEN JAPAN GROWTH PF - Fund overview

No Bestinvest rating


Overview of WINTERTHUR ABERDEEN JAPAN GROWTH PF

This concentrated portfolio of mostly large cap equities is run by Graeme Sinclair based in Singapore. Prior to the merger with the large Aberdeen fund this was a small and strong performing Murray Johnstone fund. However, since joining Aberdeen, Sinclair seems to have been unable to replicate earlier strong performance.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  October, 2003
Size  £0m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 131.70p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge
Total expense ratio
Reduction in yield (10yr) 0.00%

Bestinvest says


No information available.

Portfolio

winterthur aberdeen japan growth pf asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 1%
winterthur aberdeen japan growth pf equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 0%
Japan 100%
Pacific 0%
Other Equity 0%
winterthur aberdeen japan growth pf equity capitalisation illustration
Allocation Proportion
Large Caps 69%
Mid Caps 28%
Small Caps 3%

Investment process


The fund objective is consistent growth through investment in mostly large cap Japanese equities. They seek to hold growth companies that stand at reasonable valuations, offering potential for future gains considering the current market environment.
Through a screening process they identify companies they wish to meet and following a review/evaluation, an investment decision will be made. These decisions are made with a medium to long term investment horizon. The focused portfolio seeks to contain companies that demonstrate quality management, sound business models, strong balance sheets and high return on assets/capital.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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