Nomura Funds Ireland – Japan Sustainable Equity Core Fund
Overview
The Japan Sustainable Equity Core Strategy aims to invest in companies that contribute to resolving and improving environmental and social issues. Japanese companies have made significant progress in modernizing their governance structures, adopting more environmentally sustainable practices and addressing longstanding social issues. “Sanpo Yoshi” is a Japanese phrase meaning “good for the seller, good for the buyer, and good for the world”. A phrase used by top-tier merchants near Kyoto in the Edo period predates modern ESG concepts many Japanese companies follow today. The Strategy is committed to investing in companies that we believe to be contributing to solving sustainability issues with a team of investment and research professionals embedding ESG factors in their analysis.
Our approach
- 100% bottom-up selection with Core (relative value) investment style, independent of market environment.
- Assessing fair value leveraging our Japan Active Core Strategy investment platform.
- Based on a philosophy that companies that take a proactive approach to solving environmental and/or social problems as a business can achieve long-term profit growth.
- Committed to helping build a sustainable society working with portfolio companies through our engagement department.
- Utilise the approach that combines quantitative and qualitative sustainability analysis including in-house ESG scores.
- High Conviction – around 30 to 50 stocks without sector limits* or targets.
- SFDR** Classification: Article 9.
* Except for certain sector exclusions.
** EU Sustainable Finance Disclosure Regulation.
Further details of the sustainability strategy are described in the tab “Sustainability-related disclosure”.
Reasons to invest
- Invests in companies that make or have the potential to make a positive impact on the environment and/or society by solving sustainability issues.
- On-the-ground team of over 30 research professionals conducting rigorous analysis and impact assessments.
- In-house ESG analysis and scoring as well as UN SDG evaluation embedded throughout the investment process, not only as risk factors but also as a source of alpha.
- Utilise Japan Equity Active Core Strategy investment platform, which has 40 years of successful history.
Potential significant risks
The Fund’s specialist investment mandate could result in it not performing in line with funds that have a broader investment policy. By focusing its investments on Japan, the fund will have greater exposure to the market, political and economic risks of that country than if it were more diversified across a number of countries. The Fund will hold a limited number of investments. If one of these investments falls in value this can have a greater impact on the Fund’s value than if it held a larger number of investments.
Sustainability information from investee companies and third-party data providers may be incomplete, inaccurate or unavailable. As a result, there is a risk that we may incorrectly assess a security or issuer, resulting in the incorrect inclusion or exclusion of a security in the portfolio.
Investment Objective |
The investment objective of the Fund is to invest in companies that have the potential to make a positive impact on the environment and/or society by solving sustainability issues, while at the same time increasing their corporate value over the long term. |
Fund Size |
USD 19.0 million (as at 31.10.2025) |
Investment Manager |
Nomura Asset Management U.K. Ltd. |
Fund Managers |
Makoto Yamamoto, CMA, Lead Portfolio Manager Yujin Ueda, CMA, Co-Portfolio Manager Hiromu Asano, CFA, CMA, Chief Portfolio Manager Hiroaki Miyachi, Assistant Portfolio Manager |
Launch Date |
30.03.2022 |
Base Currency |
JPY |
Universe |
Morningstar category: Japan Large-Cap Blend Equity |
Benchmark |
TOPIX |
Domicile |
Ireland (Nomura Funds Ireland plc) |
Lead ISINs |
I JPY: IE000U5GZZH8 For additional share class information, please contact us. |
| Fund | Monthly Factsheet | |||||
|---|---|---|---|---|---|---|
| Class A JPY | ||||||
| Class I JPY |
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For a full list of available share class documents including PRIIPs KIDs, please visit our fund documents page.
The lead share class fund literature is shown first in the above list. If any literature is not available in the above list for the share class you are invested in/interested in, please contact [email protected]
Project BRIDGE
In March 2022, Nomura Asset Management (“NAM”) announced the launch of Project BRIDGE.
Read more about Project BRIDGE
Nomura Funds Ireland plc is an open-ended investment company with variable capital, incorporated in Ireland on 13th April, 2006 under the Act with registration number 418598. The Fund has been authorised by the Central Bank as an UCITS pursuant to the UCITS Regulations. The Fund is structured as an umbrella fund consisting of different Sub-Funds each comprising one or more Classes. The Fund has segregated liability between each of its Sub-Funds.
Full information on the presented funds, which is relevant for an investment decision, can be found in the fund´s most recent sales prospectus, key information document (PRIIPs KID), key investor information document (UCITS KIID) – as appropriate for your relevant jurisdiction – and annual and semi-annual reports. The UCITS KIIDs are available in English and, for the PRIIPs KIDs, in the official language of the countries in which the fund is registered for distribution. This fund displays higher volatility due to its composition / the techniques used by the fund management, i.e. unit prices can fluctuate upwards or downwards within short periods of time. Performance in the past is no guarantee of future success. There can be no guarantee that the fund´s investment objective will actually be achieved.
A summary of investor rights in English and information on collective redress mechanisms are available at https://www.nomura-asset.co.uk/download/funds/how-to-invest/Summary_of_investor_rights.pdf . Nomura Asset Management U.K. Limited may at any time decide to terminate arrangements it may have made for the marketing of units of a fund in a member state other than its home member state.
