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CC Japan Alpha B GBP

Ranked 5 out of 79 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 : 28/02/2014 - 28/02/2015
  • Rank 5/79 Total Return
  • Rank 65/79 Standard Deviation
  • Rank 4/79 Max Drawdown
Fund Name Return
3 Tokio Marine Japanese Equity Focus C GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

28.4%

4 Barclays GA - Japan M Inc GBP

28.2%

5 CC Japan Alpha B GBP

26.1%

6 Invesco Japanese Equity Core C Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

25.8%

7 GLG Japan CoreAlpha Equity I H GBP

Currency exposure is hedged

Currency exposure is hedged

24.7%

Fund Name Loss
2 Morant Wright Sakura GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

-2.7%

3 CF Morant Wright Nippon Yield A Inc

-3.1%

4 CC Japan Alpha B GBP

-3.5%

5 Aberdeen Japan Equity A Acc

-3.5%

5 CF Morant Wright Japan A Acc

-3.5%

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 9.0% -9.0% 7.0% 3.7% 8.0%
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 -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 size43Mn
  • 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).