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View the article online at http://citywire.co.uk/wealth-manager/article/a741047

AA-rated Taylor: Japanese reboot only at startup stage

by Danielle Levy on Mar 18, 2014 at 00:01

How low it goes will depend on how much corporate profits rise and the corporate tax take that feeds through to the government to help it pay down its debt.

The fund is focused on sectors where Japanese firms dominate and earnings are driven by sales to a global client-base. These include engineering stocks (for example, power generation and machinery), alongside electronics components. Taylor is also positive on companies that can benefit from government spending, such as defence or construction.

Over the past three years, the fund has posted a 27.7% return versus a 12.3% rise by the Topix.

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