Below you will find an overview of how we built the portfolio and then the performance details for each individual portfolio including a performance chart, table and details of the most recent review.
Remember that the reviews we track here are carried out at set points during the year. If you wish to create this portfolio on a different cycle then you can do that using the tools on the site.
Portfolio Overview
Since 2016, we noticed that the Japan sector seemed to be running on slightly shorter, 3-month cycles.
So, with this portfolio we have tweaked the process slightly from our normal approach and we are looking at performance over the last 3 months to select the single best fund from the sector.
Sectors: (UT) Japan
Fund selection: Best single fund from the sector
Review period: 3-monthly
Our review cycles: February/May/August/November
Performance Chart (Last 3 Months)
Performance Table
| Name |
3m (%) |
6m (%) |
1yr (%) |
3yr (%) |
5yr (%) |
| Japan 3-Month Portfolio - Feb/May/Aug/Nov |
-0.33 |
2.19 |
20.34 |
0.12 |
49.50 |
| TSE Topix |
-5.38 |
-3.06 |
11.12 |
11.21 |
24.13 |
| Data as of: 01/11/2024 |
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Latest Review
The latest fund from Nov 2024 is: