LF Morant Wright Japan Fund B Accumulation

Name
LF Morant Wright Japan Fund B Accumulation
Manager
Morant Wright Management Ltd (Link)
Type
Open Ended Investment Company
ISIN
GB0033010124
Sector
Japan
Launched
12/05/2003
OCF
1.16 %
Risk Rating
3
3 Year Sharpe
0.59
3 Year Alpha
-1.07
Yield
1.3 %
Benchmark
TOPIX TR JPY
The investment objective of CF Morant Wright Japan Fund is longer term capital growth principally through diversified investment in Japanese equities and related instruments. There may be times in light of adverse conditions when the investment manager will wish to hold positions in collective investment schemes, money market instruments and warrants.
Holding %
Nippo Corp 3.28 %
Toyota Industries Corp 3.07 %
Sumitomo Mitsui Financial Group Inc 3.05 %
Nippon Television Holdings Inc 3.02 %
Sumitomo Mitsui Trust Holdings Inc 2.99 %
Sumitomo Electric Industries Ltd 2.99 %
Toppan Printing Co Ltd 2.98 %
Tokyo Broadcasting System Holdings Inc 2.95 %
Tokio Marine Holdings Inc 2.95 %
Toyota Motor Corp 2.92 %
Region %
Japan 100.00 %
Sector %
Consumer Cyclical 32.34 %
Industrials 28.68 %
Financial Services 19.56 %
Basic materials 8.71 %
Technology 6.50 %
Name
Morant Wright Management Ltd (Link)
Address
EC2V 7NQ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Denis Clough
Joined 03/15/2010

Clough joined Schroders in 1983 as a senior analyst researching Japanese companies and the economy, and began managing the Schroder Tokyo Fund in 1985. In 1987 Clough was seconded to Schroders in Japan and returned to London at the end of 1989. Clough now manages Japanese equity portfolios for institutional funds. Clough is a Director of SIM International.

Andrew Millward
Joined 03/02/2009

Millward is fund manager at Morant Wright Management Limited . He joined the firm in March 2009.Mr. Millward is a C.F.A. charter holder. He holds an honours degree in Economics and Management from University of Oxford.

Tom Mermagen
Joined 08/24/2005
Stephen Morant
Joined 05/12/2003

Stephen Morant jointly founded Morant Wright Management in 1999. Previously he was a partner of Cazenove & Co. with overall responsibility for Japanese business. He joined Cazenove & Co. in 1978, becoming a partner in 1982. Between 1978 and 1984 he managed the Hong Kong office, which covered Asia generally, and returned to London in 1984 to concentrate on Japan. Previously he worked as an accountant in both industry and private practice. He is a Fellow of the Institute of Chartered Accountants in England and Wales, and a Member of the Securities Institute.

Richard Phillips
Joined 05/12/2003
Ian Wright
Joined 05/12/2003

Data provided by Morningstar.

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