Introducing the Investment Manager

Masaki Taketsume

Fund Manager

Masaki Taketsume started his investment career in 1994 as a Portfolio Manager at Nikko Investment Trust Management. He moved to Deutsche Asset Management in 1998 and held various roles including US Equity Fund Manager, US Equity Research Analyst and Japanese Equity Research Analyst. Masaki spent two years with Deutsche Securities Inc between 2005 and 2007 as a Japanese Equity Research Analyst covering the Industrial Electronics sector and then joined Schroders’ Tokyo office as Research Analyst covering technology stocks.

Masaki holds a BA in Economics from Keio University in Japan. He is a CFA charter holder and Chartered Member of the Security Analysts Association of Japan (CMA).

Schroders Investment Management Limited

Investment Policy

The Fund intends to invest at least 80% in the equity securities of Japanese companies, defined as those which are domiciled, incorporated or have a significant exposure to Japan. The Fund may also invest in other transferable securities (for example, equity securities of other international companies), units in collective investment schemes (including schemes managed and operated by the ACD or its associates), money market instruments, warrants, cash and near cash deposits as detailed in the Prospectus.

It is envisaged that the investment portfolio of the Fund will be concentrated, typically comprising between 65 and 85 stocks.

Derivatives may be used for the purposes of hedging and efficient portfolio management.