Country exposure

Japan +0.09pp 7D

10 funds with Japan exposure · weighted average allocation 100.2% · 64th largest country allocation

Funds
10
Avg weight
100.2%
BoJ rate
0.25%
ETF YTD
Country Signals · Japan Rule-based · derived from FMP & FE data
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Top Japan-exposed funds

Sorted by Japan weight · 10 funds total
Fund
Manager
JAPAN weight
1Y return
JV
Japan Value Fund
IE0001XAJEX3
Polar Capital
100.9% notional
+51.2%
JS
Japanese Sustainable Equity Fund
LU0011963674
Aberdeen Group plc
100.6% notional
+35%
MI
Merch Inv Baillie Gifford Japanese Pn S6
GB00B44QNS05
Merch Inv
100.3% notional
JE
Japan Equity Value
LU2407272777
Edmond de Rothschild
100.3% notional
+30.2%
JE
Japanese Equity Selection
LU0080998981
Pictet
100.2% notional
+26.7%
JE
Japanese Equity Opportunities
LU0095053426
Pictet
100%
+26.3%
AJ
ACS Japan ESG Insights Equity Fund
GB00BM9KMC01
BlackRock
100%
+27.3%
NJ
Neuberger Japan Equity Engagement Fund
IE000GH63MB3
Neuberger Berman
100%
+24.2%
AP
Asia Pacific Sustainable Equity Fund
LU0011963245
Aberdeen Group plc
100%
+30.7%
AJ
AVI Japanese Special Situations Fund
IE0000B7RI69
Asset Value Investors
100%
+4.7%
Why >100%? Leveraged funds (typically PIMCO/BlackRock global bond strategies) use derivatives and borrowing to exceed 100% notional country exposure. The percentage shown is real economic exposure; total notional across all countries can sum to 150-200%.
Top Japan Holdings Across Funds
TAIWAN SEMICONDUCTOR CO
Unknown
10%
in 1 funds
MITSUBISHI LOGISTICS CORPORATION
Unknown
8.48%
in 1 funds
SK HYNIX INC.
Unknown
8.3%
in 1 funds
SAMSUNG ELECTRONICS CO., LTD
Unknown
8.1%
in 1 funds
YAMANASHI CHUO BANK
Unknown
7.12%
in 1 funds
SHARINGTECHNOLOGY INC
Unknown
5.99%
in 1 funds
MITSUBISHI UFJ FINANCIAL GROUP, INC.
Unknown
5.43%
in 5 funds
TENCENT HOLDINGS LIMITED
Unknown
5.4%
in 1 funds
Sector Breakdown (Japan ISINs)
Aggregated across all funds with Japan exposure
Industrials
21.4%
Technology
15.7%
Financials
12.8%
Consumer Discretionary
11.9%
Health Care
6.1%
Communication Services
5.1%
Materials
3.5%
Consumer Staples
2.9%
Performance Chart
Top 9-fund composite (rebased to 100, equal-weighted) EWJ ETF (benchmark) Real fund NAV data 2025-08-11 → 2026-07-31
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