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Invesco Perpetual Japan
Paul Chesson, manager of the Invesco Perpetual Japan fund, has attributed his recent underperformance to his high weighting to Japanese exporters in the technology sector, while having no exposure to pharmaceuticals, telecoms and utilities companies.
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Citywire Selection Verdict: It has been a difficult couple of years for Paul Chesson since a very strong 2009 in which his exporter overweight saw him trounce the benchmark. More recently, Chesson has been recycling into domestic banks and technology stocks, which he believes are too cheap and likely to benefit the most from any meaningful economic recovery. The early signs are promising in 2012 that the strategy is starting to pay off.
For more information view the latest fund factsheet.
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1 comment so far. Why not have your say?
Martin Singlehurst
Apr 28, 2010 at 17:43
Looks as if you have got good background info
Thanks
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