Fidelity Sustainable Research Enhanced Japan Equity UCITS ETF JPY Acc
| Issuer: Fidelity International |
| Asset Class: Equity |
| TER: 35bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 07 Dec 2020 |
| Ticker: FJPR |
| ISIN: IE00BNGFMX61 |
This fund offers a sophisticated, actively managed approach to investing in the Japanese equity market, designed for those seeking more than a standard passive exposure. It operates as an 'enhanced index' strategy, which systematically leverages the deep, fundamental research conducted by a global team of analysts. The core objective is to outperform the traditional, market-capitalization-weighted MSCI Japan Index over the medium to long term by identifying and tilting the portfolio towards companies with the most promising prospects, as determined by proprietary, forward-looking research ratings.
The investment process involves constructing a portfolio that maintains a risk profile broadly similar to the benchmark, ensuring it remains a suitable core holding for Japanese equity exposure. However, it strategically over-weights securities that receive high ratings from the manager's analysts while under-weighting or excluding those with less favorable outlooks. This research-driven stock selection aims to generate alpha by capitalizing on market inefficiencies and insights that a purely passive fund cannot capture. The fund also integrates sustainability considerations, excluding companies involved in controversial business activities and promoting better environmental, social, and governance characteristics compared to its benchmark.
This product is ideal for investors with a long-term perspective who believe in the value of active management but appreciate the transparency and cost-efficiency of an exchange-traded fund structure. It serves as a compelling 'core-plus' allocation, providing broad market access to Japan while incorporating a layer of intelligence designed to enhance returns. By combining a systematic framework with proprietary human insight, it offers a powerful tool for capturing the growth potential within one of the world's largest developed economies.
