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CC Japan Alpha C Yen

Ranked 11 out of 132 in - Japan over 12 months
All calculations are in GBP unless stated

Managed by

Jonathan Dobson

Jonathan Dobson manages the CC Japan Alpha Fund with a bottom up/growth investment style. Prior to joining Coupland Cardiff Asset Management in 2007 where he is CIO, Japan, he worked at JP Morgan Asset Management as managing director, Jardine Fleming Asset Management as a senior portfolio manager, and CSFB. He has more than 20 years of experience within the industry. Hailing from Leeds and currently based in London, he studied modern languages at Oxford University. Away from work he enjoys playing golf.

Objective

The investment objective of the CC Japan Alpha Fund is to provide investors with superior long term capital appreciation. The investment objective will be achieved by investing primarily in a concentrated portfolio of equities of companies listed or traded on Recognised Exchanges in Japan which have their registered office or conduct a predominant part of their economic activity in Japan and are either undervalued, currently out of favour with investors or in a recovery situation.

Showing fund performance in United Kingdom View performance globally

Performance

Japan over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 23.8% 16.9% -3.6% -0.5% 10.3%
2014 2.1% -7.6% 6.3% 0.9% 3.1%
2013 40.5% 33.9% 1.8% 6.4% -3.1%
2012 13.0% 9.3% -3.1% 4.5% 2.1%
2011 -13.1% -4.4% 1.3% -6.8% -3.6%
2010 9.3% 12.7% -11.4% -7.7% 18.6%
2009 6.6% -11.5% 14.4% 15.7% -9.0%
2008 -8.9% -12.2% -5.3% -13.9% 27.3%
2007 3.2% -11.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Germany
  3. Ireland
  4. Luxembourg
  5. Sweden
  6. United Kingdom

Fund Info

  • Launch date04/04/2007
  • Share Class size8,593Mn
  • Base currencyJPY
  • ISIN IE00B1N1T439

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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