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CC Japan Alpha C Yen

Ranked 130 out of 131 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 : 31/03/2016 - 31/03/2017
  • Rank 130/131 Total Return
  • Rank 126/131 Standard Deviation
  • Rank 125/131 Max Drawdown
Fund Name Currency Return
127 BLK Japan Equity 1 J GBP Dis Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

12.4%

128 Janus Japan U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

12.0%

129 Legg Mason IF Japan Equity A GBP

11.7%

130 CC Japan Alpha C Yen GBP

10.2%

131 Tiburon Taiko D GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

10.2%

Fund Name Currency Loss
123 Goldman Sachs Japan Eq Partners Pf Base Acc JPY GBP

-9.5%

124 First State Japan Focus B GBP Acc GBP

-9.8%

125 CC Japan Alpha C Yen GBP

-9.9%

126 BLK Japan Equity 1 J GBP Dis Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.4%

127 Alma Eikoh Japan Large Cap Equity Fd I GBP Hdg C

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.5%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.6%
2016 10.7% 6.0% 12.0% 0.4% -7.1%
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 size3,958Mn
  • 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).