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Announcement

RWC to launch new Japan-focused UCITS

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At a time when Japan’s equity markets are centre stage after decades of stagnation, RWC is planning to launch the RWC Nissay Japan Focus Fund as a sub-fund of its Luxembourg SICAV.  

The UCITS fund is a Constructive Engagement Fund which will further expand its existing joint venture with Tokyo-based Nissay Asset Management (NAM) and will closely replicate the existing Japanese Stewardship Fund (JSF) that is an AIF and was launched in 2005 as a joint venture.
 
The JSF has demonstrated exceptional performance*; as at 28th November 2014 the fund is up 79% since inception (March 2005) versus the TOPIX, which is up 41%. More recently performance has differentiated itself still further with YTD of 28% against the TOPIX return of 10%.  It underpins this return with both a lower beta and lower volatility than many of its peers and a Sharpe ratio of 2.4 over three years.
 
Dan Mannix, CEO of RWC, says: “Japan has long been cited as a market that would benefit from a focus on shareholder returns. That focus now exists – and there is a real opportunity to create value through engagement with Japanese companies, but it is essential that this is done constructively and in the right way.
 
“The team at NAM together with their advisors at RWC have built one of the longest and most successful track records of engaging with companies to generate value in Japan.  In addition, NAM has a deep-rooted and long-standing credibility in the Japanese equity market as a subsidiary of Nippon Life, one of the largest and the most seasoned institutional investors in Japan. 
 
“RWC’s team have had a nine-year joint venture with NAM, one that allows us to bring a UCITS version of the strategy to investors who have not previously been able to access the strategy.  Investors have a real appetite for something a bit different in their Japanese allocations and it is supported by exceptional performance.”

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