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DB Platinum IV CROCI Japan R1C

Ranked 92 out of 134 in - Japan over 12 months
All calculations are in GBP unless stated

Objective

The aim of the Fund is to invest in a portfolio of shares issued by large companies in Japan, selected using the CROCI Japan Strategy. The Strategy selects shares on the basis of an economic valuation using the Deutsche Bank CROCI (Cash Return On Capital Invested) methodology. The selection universe contains the 100 largest companies by market capitalisation in Japan, excluding companies from the financial sector. The Strategy selects the thirty companies with the lowest positive CROCI economic price-earnings ratio from the selection universe.

Showing fund performance in United Kingdom View performance globally

Performance

Japan over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 15.1% 4.3% -0.1% 2.7% 7.5%
2016 31.0% -2.3% 10.8% 14.3% 6.0%
2015 10.8% 15.6% -4.9% -11.0% 13.3%
2014 4.0% -3.9% 4.0% 4.4% -0.3%
2013 13.1% 19.9% 1.0% -3.1% -3.5%
2012 -2.7% 6.3% -6.7% -5.9% 4.2%
2011 -10.2% -4.1% 0.0% -5.4% -1.1%
2010 24.0% 16.2% -6.9% 2.1% 12.2%
2009 9.4% -6.0% 5.3% 14.3% -3.3%
2008 -15.7% -12.9% 2.3% -9.2% 4.2%
2007 -1.7% 2.5% -1.5% 0.2% -2.8%
2006 3.1% 6.7% -7.5% 1.4% 3.0%
2005 26.8% -2.6% 3.5% 16.1% 8.3%
2004 -6.6% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Korea
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Peru
  12. Portugal
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date22/06/2004
  • Share Class size273Mn
  • Base currency
  • ISIN LU0194163647

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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