Man Group Japan CoreAlpha Professional Inc

Essentials Portfolio Analysis Background Data Performance View PDF Factsheet
Portfolio data accurate as at:

Performance

Discrete performance - to last month end

31/03/20
to
31/03/21		 31/03/21
to
31/03/22		 31/03/22
to
31/03/23		 31/03/23
to
31/03/24		 31/03/24
to
31/03/25
Fund 29.2% 8.7% 11.1% 27.8% -0.6%
Sector 31.8% -4.4% 0.7% 18.2% -2.1%
Rank 58/91 1/94 3/97 18/97 33/99
Quartile 3 1 1 1 2

Annualised performance

Annualised
3 Years to
31/03/25		 5 Years to
31/03/25		 10 Years to
31/03/25
Fund 12.2% 14.7% 8.1%
Sector 5.2% 8.0% 6.7%
Rank 13/97 14/91 10/67
Quartile 1 1 1

Top 10 Holdings

Stock % Weight
MITSUBISHI ESTATE CO. 4.63
NIPPON TELEGRAPH AND TELEPHONE CORPORATION 4.13
NOMURA HOLDINGS 3.92
SOFTBANK GROUP CORP. 3.75
NISSAN MOTOR CO. 3.60
TOYOTA MOTOR CORPORATION 3.29
PANASONIC HOLDINGS CORPORATION 3.22
SUMITOMO MITSUI TRUST GROUP 3.16
MIZUHO FINANCIAL GROUP 3.08
HONDA MOTOR CO. 3.04
Total 35.82

Fund Aims

The objective of the Fund is to achieve capital growth through investing in the quoted securities of companies operating in Japan.

Fund Manager

Emily Badger manager for 2 years and 3 months

Photo of Emily Badger Emily Badger is a Portfolio Manager in the Japan CoreAlpha team. She has developed a research focus on sectors including chemicals and real estate. Additional areas of research interest include sectors with a consumer goods bias such as retail and logistics. Emily joined the Japan CoreAlpha team in August 2015. She has a BSc in Chemistry from the University of York and is a CFA charter holder and has also achieved the CFA Institute Certificate in ESG Investing

Stephen Harget manager for 2 years and 3 months

Photo of Stephen Harget Stephen Harget is a Portfolio Manager in the Japan CoreAlpha team, focusing on sectors with a capital goods bias, with the main areas of interest being steel and other metals, wholesale trading companies, as well as precisions and telecoms. Stephen joined the Japan CoreAlpha team in August 2015. He has a BSc in Mathematics and Finance from the University of York and is a CFA charter holder

Jeff Atherton manager for 14 years and 1 months

Photo of Jeff Atherton Jeffrey (‘Jeff’) Atherton is head of Japanese Equities and leads the Japan CoreAlpha team. Jeff has managed Japanese funds since 1990, holding senior positions at Insight Investment, SGAM, TCW and Equitable Life. He spent five years as partner and co-manager of Stratton Street Capital’s Japanese hedge fund strategies. Jeff joined the Japan CoreAlpha team in March 2011 and took over as lead portfolio manager in January 2021. He has over 30 years of experience in Japanese equities. Jeff has a BA in Economics from the University of Sheffield and started his career at Sun Life of Canada in 1987.

Adrian Edwards manager for 10 years and 9 months

Photo of Adrian Edwards Adrian is a Portfolio Manager in the Japan CoreAlpha team. He has a BSc in Business Information Systems from Anglia Ruskin University and is a CFA charter holder. Adrian began his career in fund management at Stratton Street Capital LLP in January 2006 where he rose to the position of Assistant Fund Manager on the firm’s Japanese and Asian synthetic warrant and Japanese equity hedge fund strategies. Adrian joined Man GLG in June 2014.

Fund Overview

Mid (03/04/2025) 304.80p
Historic yield 2.78%
Fund size (31/01/2025) £2413.06m
Number of holdings 52
Entry Charge 0.00%
Ongoing Charges 0.90%
Launch date 01/12/2008

Asset Allocation

pie chart
  International Equities 97.78%
  Cash and Equivalents 0.97%
  Other Assets 1.25%
Portfolio data accurate as at: 31/01/25

Important Information

Source of portfolio data: Broadridge. Source of performance data: FE fundinfo. We can’t predict the future. Past performance isn’t a guide to future performance. The figures shown are intended only to demonstrate performance history of the fund, after allowing for the impact of ongoing charges, but take no account of product charges. Ongoing charges may vary in the future and may be higher than they are now. Fund performance is based upon the movement of the daily price and is shown as total return in GBP with income reinvested. The value of your client’s investment can go down as well as up and the amount your client gets back may be less than they put in.

This factsheet is for investment professionals and is for information purposes only. Should you wish to present any of this content to your client, please refer to similar pages on pru.co.uk. You should refer to your client’s policy documentation and supporting brochures for fund availability, investment strategy, any product information and charges. Every care has been taken in populating this output, however it must be appreciated that neither Broadridge, Prudential nor their sources guarantee the accuracy, adequacy or completeness of this information or make any warranties regarding results from its usage.