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Barclays GA - Japan M Inc GBP

Ranked 4 out of 77 in - Japan over 12 months
All calculations are in GBP

Objective

This Fund seeks long-term capital growth by investing primarily in securities of issuers that have their principal activities in Japan or are organised under the laws of Japan or derive a significant portion of their earnings from Japan. The Fund invests primarily in common stock, preferred shares and securities convertible into common stock, of established companies in a range of industries, domiciled in Japan or having their principal activities in Japan or deriving a significant portion of their earnings from Japan ("Japanese Issuers") and listed or traded on a recognised Regulated Market. The Fund is not subject to any capitalisation restrictions.

Performance

Japan over : 31/01/2014 - 31/01/2015
  • Rank 4/77 Total Return
  • Rank 73/77 Standard Deviation
  • Rank 10/77 Max Drawdown
Fund Name Return
2 Tokio Marine Japanese Equity Focus C GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

21.2%

3 Morant Wright Sakura GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

19.8%

4 Barclays GA - Japan M Inc GBP

17.9%

4 Aberdeen Global - Japanese Equity D2 GBP

17.9%

6 Aberdeen Japan Equity A Acc

17.9%

Fund Name Risk
71 Lazard Japanese Strategic Equity Ret Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

3.7

72 Polar Capital Japan Alpha I Hdg Sterling

Currency exposure is hedged

Currency exposure is hedged

3.8

73 Neptune Japan Opportunities A Acc GBP

3.8

73 Barclays GA - Japan M Inc GBP

3.8

75 JPMorgan Japan Equity A Dis GBP

4.0

Fund Name Loss
8 Tiburon Taiko D GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-4.3%

9 Lindsell Train - Japanese Equity B Dist Hedged

Currency exposure is hedged

Currency exposure is hedged

-4.3%

10 Barclays GA - Japan M Inc GBP

-4.5%

11 M&G Japan A Inc

-4.5%

12 Schroder Japan Alpha Plus A Acc

-4.5%

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 13.0% -7.3% 6.5% 7.6% 6.4%
2013 51.9% 24.5% 5.0% 9.7% 6.0%
2012 18.7% 21.1% -13.6% -1.7% 15.3%
2011 -1.7% -10.1% -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Gibraltar
  3. Guernsey
  4. Ireland
  5. Isle of Man
  6. Jersey
  7. Portugal
  8. Singapore
  9. Spain
  10. United Kingdom

Fund Info

  • Launch date15/02/2011
  • Base currencyGBP
  • ISIN IE00B5VSH406

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Initial investment0

Related News

JPM hires Citywire rated multi-manager from Barclays Wealth

Milica Fomicov has left her position as a portfolio manager in the multi-manager team at Barclays Wealth & Investment to join JP Morgan Private Bank.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).