SGVP Japan Value Equity Fund

The SGVP Japan Value Equity Fund pursues a dedicated deep value approach. It invests in Japanese companies that, according to the fund manager's analysis, trade at a significant discount to their calculated intrinsic value. Shares are selected according to a rational economic assessment of each company's business fundamentals. Short-term stock price fluctuations do not play a role in the decision-making process. The portfolio has virtually no overlap with widely used Japanese equity indices.

This fund is a Luxembourg equity fund in accordance with the UCITS law and has daily liquidity.

Product information

Regulatory Disclaimer:

The availability of the funds depends on your profile (domicile, investor type).

This investment product may be marketed to private individuals only in the event they are domiciled in Switzerland, Germany, Spain, France, Italy, Luxembourg or Sweden. In all other cases, this publication may only be marketed to professional investors and eligible counterparties within the meaning of the Swiss FinSA or the EU Directive 2014/65/EU (MiFID II).

Sustainability-related disclosures / engagement policy:
Information pursuant to Art. 10 SFDR

As of February 29, 2024, the Credit Suisse (Lux) Japan Value Equity Fund was merged with the new SGVP Japan Value Equity Fund, i.e. all assets and liabilities were transferred from the Credit Suisse (Lux) Japan Value Equity Fund to the SGVP Japan Value Equity Fund.

With this fund merger, the overall responsibility for the fund was transferred to SG Value Partners. The portfolio management team of SG Value Partners AG has continuously managed the Credit Suisse (Lux) Japan Value Equity Fund since its launch in 2010.

The fund's investment strategy remains unchanged.

Why invest

Unique portfolio that has no overlap with the widely used Japanese stock indices

Invest with an entrepreneurs’ view and a long-term horizon

Low valuations as the main driver for investments

Benefits from the holistic stakeholder model in Japan

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