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SGVP Japan Value Equity Fund
The SGVP Japan Value Equity Fund is an equity fund launched in 2010 with domicile in Luxembourg under UCITS regulations and daily liquidity, applying a deep-value approach to Japanese stocks. It invests in Japanese companies which, according to the analysis by SG Value Partners AG, are traded at a significant discount to their estimated intrinsic value. The selection of stocks is based on a rational economic assessment of the individual companies. Short-term fluctuations in stock prices play no role in the decision-making process. The portfolio has practically no overlaps with the common Japanese stock indices.
The full legal name of the fund is "White Fleet II – SGVP Japan Value Equity Fund"; under this name, it is listed with data providers like Morningstar, FE fundinfo, and Swiss Fund Data.
Performance chart
Performance table
| Time period | SGVP Japan Value Equity Fund JPY - B |
|---|---|
| October 26 | -0.88% |
| Current year | 27.17% |
| 1 year | 41.95% |
| 5 years (p.a.) | 22.83% |
| 10 years (p.a.) | 14.27% |
| since inception (p.a.) | 13.08% |
Why invest
Information
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