Fund Manager Focus: Aberdeen Japan's Chern-Yeh Kwok

clock • 4 min read

More than a year on from the devastating Tohoku earthquake which struck Japan, investors are continuing to eye Japanese equity funds with caution.

As the country struggled to rebuild following the disaster, the Bank of Japan surprised markets with a move to kick-start the economy through a ¥5trn ($61bn) asset purchase programme. The move helped lift the Nikkei to a one-year high of 10,255 on 27 March, but the index has fallen 11.8% since on fears over the global economic recovery. Chern-Yeh Kwok, manager of the £152m Aberdeen Global Japanese Equities fund, has generated strong returns despite economic weakness. It doubled the sector’s average return of 14.5% to deliver 29.5% over three years, and made 7.1% over one year against...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Content: Is the interest rate descent the time to harvest bonds?

Partner Content: Is the interest rate descent the time to harvest bonds?

Markets expect interest rates to fall this year, offering investors the strongest opportunity for fixed income seen for a long time. Watch this video podcast to learn how best to harvest this exciting opportunity.

Sarka Halas
clock 28 March 2024 • 1 min read
Partner Insight: How effective are impact investments?

Partner Insight: How effective are impact investments?

Impact investing has transformed over the past decade, giving investors the opportunity to pursue both financial returns and social and environmental outcomes.

Sarka Halas
clock 27 March 2024 • 2 min read
Partner Insight: High-yield investors should keep a close eye on the default cycle

Partner Insight: High-yield investors should keep a close eye on the default cycle

As central banks start to think about cutting interest rates, forecasts for a peak in credit default rates are not far behind — and could happen sooner than expected, says Wellington Management’s Alex King.

Sarka Halas
clock 27 March 2024 • 2 min read
Trustpilot