Julius Baer has rolled out a Japan fund with a split quantitative and qualitative asset allocation model to the UK retail space.
The Japan Stock fund combines two investment approaches to target excess returns from the region.
Julius Baer will first use a quant screens to identify the 100 most attractive stocks in the MSCI Japan index, which represent 55% of the fund.
Second, a concentrated portfolio of 20 to 30 stocks is created from companies which are deemed to have excellent business models and a leading position in the markets they operate in, either domestically or abroad. This element comprises the remaining 45% of the fund.
"The fund combines the best of two rewarding investment worlds," says Dirk Kubisch, Julius Baer's product specialist, equities.
"Combining the advantages of a value-oriented quantitative and a focused qualitative stock selection allows investors to benefit in medium-term market inefficiencies and the high-return capabilities of a few leading Japanese companies."
Year to 9 September, the €140m fund has returned 16.13%.
The fund is now available on the Transact platform.
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