Japan Alpha Key Facts

The Martin Currie Japan Alpha strategy aims to generate long-term outperformance by investing in a high conviction portfolio of Japanese stocks, driven by fundamental research.

Employing a combination of top-down and bottom-up analysis, our Japan Alpha strategy is a high active share portfolio that is designed to derive most of its relative performance from stock specifics rather than factor bets.

Portfolio characteristics Japan Alpha
Benchmark Topix
Performance objective Topix index plus 3% p.a.
Market capitalisation Multi-cap
Number of stocks 40-50 holdings
Factor risk profile Low relative R-squared
High active share
Neutral beta
Inception January 2006