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CC Japan Alpha C Yen

Ranked 128 out of 129 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 : 28/02/2016 - 28/02/2017
  • Rank 128/129 Total Return
  • Rank 124/129 Standard Deviation
  • Rank 124/129 Max Drawdown
Fund Name Currency Return
125 JPM Japan A Acc GBP

20.7%

126 JPMorgan Japan Equity A Dis USD GBP

20.2%

127 Tiburon Taiko D GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

16.0%

128 CC Japan Alpha C Yen GBP

14.9%

129 RWC Nissay Japan Focus B JPY GBP

14.0%

Fund Name Currency Loss
122 JPMorgan Japan Equity A Dis USD GBP

-9.2%

123 First State Japan Focus B GBP Acc GBP

-9.8%

124 CC Japan Alpha C Yen GBP

-9.9%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.5%

126 Neptune Japan Opportunities A Acc GBP GBP

-11.8%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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 size4,417Mn
  • 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).