Get exposure to fintech and banks, or top Japanese firms (Fund Digest July 2022)

Looking for thematic exposure to fintech and banks? What about investing in well-known companies in Japan, like electronics giant Sony? 

This month, we’re excited to introduce two new funds on Fund Smart — the Fidelity Global Financial Services Fund and the FSSA Japan Equity Fund. 

Managed by Fidelity and First Sentier respectively, they are designed to provide exposure to high-quality equity names in the financial sector and in Japan.

Financial Services Fund

Fidelity Global Financial Services Fund

ISIN: LU1363072403 (SGD), LU2420245750 (USD)

The fund provides exposure to the financial sector by investing in a high-conviction basket of companies ranging from traditional institutions to fintech firms. It is led by an experienced portfolio manager who has been managing the fund since its inception in 2010, and is supported by one of the largest financial-sector research teams in the industry. The fund has historically delivered one of the best risk-adjusted returns among its peers.

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Japan Equity Fund

FSSA Japan Equity Fund

ISIN: IE000CB8OYT7 (SGD), IE00BSJWPM96 (USD)

Investing in a portfolio of around 50 listed companies in Japan spanning sectors such as industrials, information technology, and healthcare, the fund focuses on identifying high-quality names across all market capitalisations with the aim of providing attractive and sustained growth. Since its inception in 2015, the fund has demonstrated a good upside capture ratio and a defensive downside capture ratio.

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