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CF Morant Wright Japan

Ranked 18 out of 73 in - Japan over 12 months
All calculations are in GBP

Objective

The investment objective of the Fund is longer term capital growth principally through diversified investment in Japanese equities and related instruments. There may be times in light of adverse conditions when the investment manager will wish to hold positions in collective investment schemes, money market instruments and warrants.

Performance

Japan over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 -0.6% -5.4% 4.8% 0.3%
2013 24.8% 19.4% 3.9% 0.1% 0.5%
2012 -0.5% 5.8% -3.1% -5.9% 3.0%
2011 -8.8% -7.5% 2.2% 0.8% -4.3%
2010 17.1% 15.1% -7.2% -3.7% 13.8%
2009 -6.5% -10.5% 5.5% 7.6% -7.9%
2008 22.6% -1.0% 0.9% -3.4% 27.1%
2007 -9.4% 4.3% -3.4% -5.0% -5.3%
2006 -14.5% 4.8% -9.1% -3.3% -7.2%
2005 38.2% 8.6% 1.0% 13.6% 11.0%
2004 23.8% 21.6% 4.0% -5.8% 3.8%
2003 15.6% 4.0% 12.5% -1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
GBP Cash 3.20
Inpex Corp ORD 2.86
Hitachi High-Technologies Corp ORD 2.81
Toyota Industries Corp ORD 2.72
Sumitomo Electric Industries Ltd ORD 2.65
Fujifilm Holdings Corp ORD 2.54
Kamigumi Co Ltd ORD 2.39
Nippon Television Holdings Inc ORD 2.35
Sumitomo Mitsui Financial Group Inc ORD 2.33
Mitsubishi UFJ Financial Group Inc ORD 2.27
30/04/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/05/2003
  • Share Class size655Mn
  • Base currencyGBP
  • ISIN GB0033010017

Purchase Info

  • Min. initial investment5,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5

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