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CC Japan Alpha B GBP

Ranked 6 out of 74 in - Japan over 12 months
All calculations are in GBP

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.

Performance

Japan over : 31/10/2013 - 31/10/2014
  • Rank 6/74 Total Return
  • Rank 66/74 Standard Deviation
  • Rank 50/74 Max Drawdown
Fund Name Return
4 GLG Japan CoreAlpha Equity I H GBP

Currency exposure is hedged

Currency exposure is hedged

14.7%

5 Morant Wright Sakura GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

13.3%

6 CC Japan Alpha B GBP

12.3%

7 Invesco Japanese Equity Core C Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

11.5%

8 Barclays GA - Japan M Inc GBP

9.3%

Fund Name Risk
65 JPM Japan A Acc

3.6

66 CC Japan Alpha B GBP

3.7

67 Barclays GA - Japan M Inc GBP

3.7

68 GLG Japan CoreAlpha Equity I H GBP

Currency exposure is hedged

Currency exposure is hedged

3.9

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 2.6% -9.0% 7.0% 3.7% 1.7%
2013 71.1% 35.3% 6.6% 12.0% 5.9%
2012 31.6% 19.7% -8.0% 4.9% 13.9%
2011 -20.2% -2.3% -1.2% -13.9% -4.1%
2010 -9.6% 6.0% -18.5% -8.5% 14.4%
2009 23.8% -5.0% 32.2% 4.3% -5.6%
2008 -43.0% -20.8% 1.4% -18.8% -12.6%
2007 -14.4% 2.3% -1.0% -15.6%

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 size59Mn
  • Base currencyGBP
  • ISIN IE00B1GCTK91

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5

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