BlackRock Global Funds - Japan Small & MidCap Opportunities Fund A2
Equity fund
1 year
Japan
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet plasserer i små og mellomstore japanske selskap innenfor ulike bransjer og med et godt langsiktig vekstpotensiale. Grundig analyse av aksjer og selskap benyttes for å skape en merverdi til forvaltningen. Valutasikring benyttes når det vurderes å være en fordel.
Investment horizon
- BlackRock Global Funds - Japan Small & MidCap Opportunities Fund A2 is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
08 Sept 2025
- Start date12 May 1987
- ISINLU0006061252
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- Penta-Ocean Construction Co Ltd2.6%
- Kumagai Gumi Co Ltd2.0%
- Japan Metropolitan Fund Investment Corp1.8%
- Kawasaki Heavy Industries Ltd1.8%
- Tokyu Fudosan Holdings Corp1.7%
- Inpex Corp1.7%
- Tokyo Tatemono Co Ltd1.6%
- The 77 Bank Ltd1.6%
- Hikari Tsushin Inc1.6%
- FP Corp1.5%