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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
JAPAN EQUITY LARGE CAP TARGET: holdings, performance and fees
1Y return+21.3%
3Y return+49.1%
5Y return+38.0%
OCF (ongoing charge)1.78%
Top 10 holdings
| Holding | Weight |
|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. | 4.7% |
| SONY GROUP CORPORATION | 3.7% |
| TOKYO ELECTRON LIMITED | 2.8% |
| MITSUI & CO., LTD. | 2.6% |
| PANASONIC HOLDINGS CORPORATION | 2.3% |
| SHIN-ETSU CHEMICAL CO., LTD. | 2.2% |
| MS&AD INSURANCE GROUP HOLDINGS, INC. | 1.8% |
| SOCIONEXT INC | 1.8% |
| DAIKIN INDUSTRIES LTD | 1.8% |
| MITSUBISHI ESTATE CO., LTD. | 1.7% |
Top sectors
- Industrials22.9%
- Consumer Discretionary18.8%
- Information technology18.0%
- Financials17.2%
- Materials7.0%
Top countries
- Japan96.8%
- Cash & Cash Equivalents2.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN