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Halifax Japanese

Ranked 124 out of 139 in - Japan over 12 months
All calculations are in GBP unless stated

Objective

To achieve long term capital growth by investing predominantly in a portfolio of companies which are part of the MSCI Japan Index (the Index). The Fund seeks to deliver performance, before deduction of management fees, in excess of the Index with a similar level of overall volatility, over the long term. The Fund may only take limited positions away from the Index. This means there are limitations on the extent to which the Funds investment in various sectors may differ to the Index. These limited positions can be more than is held in the Index (overweight) or less than is held in the Index (underweight).

Showing fund performance in United Kingdom View performance globally

Performance

Japan over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.0%
2017 10.6% 2.9% 0.5% 0.6% 6.4%
2016 24.9% -3.2% 7.4% 13.6% 5.7%
2015 13.5% 15.8% -3.4% -9.1% 11.6%
2014 1.1% -7.0% 4.8% 2.6% 1.2%
2013 22.5% 19.2% 3.2% 0.4% -0.8%
2012 2.9% 7.6% -4.4% -5.0% 5.3%
2011 -13.7% -7.8% 1.6% -4.0% -4.0%
2010 18.2% 14.9% -9.7% -0.1% 13.9%
2009 -5.6% -15.1% 6.5% 7.9% -3.3%
2008 -3.0% -6.6% 2.7% -8.7% 10.7%
2007 -7.4% 3.2% -2.8% -3.3% -4.6%
2006 -7.5% 4.4% -9.5% -1.9% -0.2%
2005 40.4% 1.1% 1.3% 19.8% 14.4%
2004 3.1% 9.9% -1.7% -9.0% 4.9%
2003 16.8% -8.4% 4.6% 20.6% 1.0%
2002 -19.0% 5.9% -3.8% -14.3% -7.3%
2001 -29.8% -5.5% 0.9% -23.7% -3.5%
2000 -7.4% -16.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/05/2000
  • Share Class size01Mn
  • Base currencyGBX
  • ISIN GB0031811390

Purchase Info

  • Min. initial investment30,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0

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