Capturing market dynamics

The Japanese stock market has suffered a sustained bear market period and a number of false dawns. Even the latest recovery, which did at last seem to have some substance, is now being questioned and any ineptness by policy setters could knock sentiment. On the other hand, there is evidence of change: demographic, deregulation, employment, share ownership, domestic consumption and corporate profitability. The funds chosen are managed by IFDC, Gam, Invesco, JO Hambro and Orbis to capture the market dynamics of 2007. ifdc japan dynamic The fund uses a combination of both a relative value a...