Fund in Focus: Schroder Tokyo

Morningstar analysts continue to have a high level of conviction in the Gold Rated fund's manager, his supporting team, and the fund's disciplined approach

Peter Brunt 1 June, 2018 | 9:47AM
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Mount Fuji, Tokyo, Japan, Asia

Morningstar analysts have reaffirmed their Gold Rating for Schroder Tokyo, which remains one of the strongest funds for Japanese equities. Andrew Rose has run Japanese-equity portfolios since the 1980s and is one of the most experienced equity managers in the peer group. He is supported by a strong and broadly stable team of Tokyo-based analysts and portfolio managers, which he headed until he moved back to London in 2006.

We believe he is adept at using the resources to his advantage, and the quality of the group's in-house research capability gives it an edge. In a nod to succession planning, analyst Masaki Taketsume relocated to London in August 2017 to work alongside Rose on this strategy. Taketsume's experience is primarily in covering IT stocks, so Rose has been working on broadening his coverage and thinking more in terms of portfolio construction.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Schroder Tokyo Z Acc £1.30 GBP-0.38Rating

About Author

Peter Brunt  is a Senior Fund Analyst for Morningstar UK

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