Featured Fund Detail

Willis Owen Research Commentary

Update: the current manager Andrew Rose has announced that he will be retiring in June 2019. Pending a meeting with his successor, Masaki Taketsume, Morningstar have moved their fund rating to 'under review'.

Below is the online factsheet for your selected instrument. You can change time periods in certain areas of the factsheet and generate a version to PDF using the "Print" button.

You can also view a 1-page Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.