The Fund aims to provide long-term capital growth of assets of the Fund by investing primarily in quoted or listed securities in any Recognised Stock Exchange or Over-the-Counter market in Japan. The investment strategy is to invest the majority of t...
A style-neutral strategy focused on investing primarily in small to mid cap, high-quality Japanese companies with attractive, sustainable long-term growth. No market cap constraints, with a bias toward mid to small cap but retains flexibility. Also unconstrained by sector, enabling conviction-driven capital allocation across Japan.
Founded in 1986, Lion Global Investors (LGI) is one of the leading asset managers in Singapore, overseeing more than SGD 70 billion in assets, with an average investment experience of over 25 years. Led by Wee Ban Yew, Head of Japanese Equities and Lead Country Specialist for Japan, a seasoned investor with over 30 years of industry experience, including more than 25 years dedicated to Japanese equities.
The Fund aims to provide long-term capital growth of assets of the Fund by investing primarily in quoted or listed securities in any Recognised Stock Exchange or OTC market in Japan. The Fund is likely to underperform in market environments where growth investing is out of favor. In addition, due to its concentrated portfolio, performance may be more volatile during certain periods.
Diversified portfolio of over 200 holdings, constructed using a pure bottom-up approach focused on high-quality companies, with position sizes well distributed to avoid concentration in the top holdings. Typically tilts towards smaller, more growth-oriented stocks and away from high dividend or buyback yield names, resulting in lower yield exposure.
Endowus offers retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
Investors looking for a diversified portfolio of Japanese companies, with a tilt towards growth and quality attributes, can consider an allocation to the Fund. Investors should remain mindful that the Fund is an equity strategy and will likely experience periods of heightened volatility and drawdowns. Additionally, the Fund is concentrated in its geography and quantity of holdings rather than in a broader diversified basket which may involve country-specific and stock-specific risks.
Daily data. Returns as of 16 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 4.2% | 8.5% | -10.6% | 7.7% | 4.9% | 0.3% | 1.0% | 2.1% | - | - | - | - |
| 2025 | 16.5% | 1.4% | -1.9% | 2.2% | -0.5% | 3.0% | 0.9% | 0.6% | 5.7% | 2.0% | 3.5% | -1.0% | -0.2% |
| 2024 | 12.0% | 4.3% | 3.0% | 3.0% | -2.6% | 1.0% | -0.7% | 5.1% | -1.4% | -1.5% | -1.9% | 3.0% | 0.4% |
| 2023 | 14.3% | 3.7% | -1.2% | 2.4% | 0.7% | 3.5% | 3.3% | 1.0% | -0.8% | -2.5% | -4.5% | 5.0% | 3.3% |
| 2022 | -20.1% | -5.9% | -1.0% | -1.5% | -8.3% | 2.0% | -7.1% | 5.0% | -0.8% | -8.1% | 1.1% | 6.1% | -2.3% |
| Load more | 5 of 27 | ||||||||||||
| Mitsubishi UFJ Financial Group Inc | 3.57% |
| Tokyo Electron Ltd | 2.88% |
| Toyota Motor Corp | 2.69% |
| Murata Manufacturing Co Ltd | 2.39% |
| Sumitomo Mitsui Financial Group Inc | 2.36% |
| Sony Group Corp | 2.31% |
| Hitachi Ltd | 2.21% |
| Mizuho Financial Group Inc | 2.12% |
| SoftBank Group Corp | 1.93% |
| Recruit Holdings Co Ltd | 1.87% |
| Advantest Corp | 1.79% |
| Keyence Corp | 1.64% |
| Mitsubishi Corp | 1.54% |
| Tokio Marine Holdings Inc | 1.44% |
| Mitsubishi Heavy Industries Ltd | 1.41% |

Disclaimer: ©2025 Morningstar. All Rights Reserved. The information contained here relating to a particular collective investment scheme: (1) is proprietary to Morningstar Research Pte. Limited and/or its content providers (“Information Provider(s)“) unless otherwise specified; and (2) may not be copied or distributed. Neither the Information Provider nor Endowus guarantee or endorse the accuracy, reliability, completeness or timeliness of the information, or are responsible for any damages or losses arising from any use of this information. Further, for technical reasons, certain information provided by Information Provider may be different from that supplied by the respective fund houses.
This website is for information purposes only and is not and should not be construed as an offer or the solicitation of an offer or a recommendation for the purchase or sale of any investment or subscribe for, or to participate in, any services. Any opinion or estimate above is made on a general basis and none of Endowus, nor any of its affiliates, representatives, or agents have given any consideration to nor have made any investigation of the objective, financial situation, or particular need of any user, reader, any specific person or group of persons. Opinions expressed herein are subject to change without notice. You should carefully consider whether any investment views and investment products/services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances or seek financial advice via Endowus' platform.
Investment involves risk. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Past performance is not an indicator nor a guarantee of future performance. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.
You are responsible for downloads from this website. Endowus does not warrant that any downloads from this website will meet your needs or expectations, or be uninterrupted, secure, or error free or that any files available for downloading through this website are free of computer viruses or other harmful components. You alone are responsible for ensuring adequate protection and backup of data, software, computer, and other equipment is made and appropriate safeguard is in place to detect, prevent and eliminate computer viruses and other harmful effects. Neither Endowus nor the Information Provider will be responsible for any costs or expenses which may be incurred if your use of this website or if any downloads results in any servicing or replacement of property, material, equipment, or data.
This advertisement has not been reviewed by the Monetary Authority of Singapore.