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Invesco Perpetual Japan

Ranked 108 out of 133 in - Japan over 12 months
All calculations are in GBP unless stated

Managed by

Paul Chesson

Based in Henley-on-Thames, Paul Chesson is Head of Japanese Equities at Invesco Perpetual and is responsible for the management of a number of Japanese equity portfolios alongside fellow fund manager, Tony Roberts. Paul began his investment career in 1990 at Touche Remnant, specialising in Japanese Equities before joining Invesco Perpetual in 1993. He holds an MA in Law from Oxford University and is an associate member of the Association for Investment Management.

Tony Roberts

Tony Roberts is an equity manager at Invesco Perpetual having joined the company in 2000. Prior to joining Invesco Perpetual, Tony served as a fund manager at Clerical Medical between 1995 and 2000. Currently based in Henley-on-Thames, he holds a BSc in Mathematics from Southampton University and is a member of the CFA Society of the UK.


The fund aims to achieve capital growth in Japan. The fund intends to invest primarily in shares of companies in Japan, although it may include other Japanese related investments. In pursuing this objective, the fund managers may include investments that they consider appropriate which include transferable securities, money market instruments, warrants, collective investment schemes, deposits and other permitted investments and transactions.

Showing fund performance in United Kingdom View performance globally


Japan over : 31/10/2016 - 31/10/2017
  • Rank 108/133 Total Return
  • Rank 7/133 Standard Deviation
  • Rank 16/133 Max Drawdown
Fund Name Currency Risk
5 CF Morant Wright Nippon Yield A Inc GBP


6 BLK Japan Equity 1 J GBP Dis Hdg

Currency exposure is hedged

Currency exposure is hedged



7 Invesco Perpetual Japan Acc GBP


8 Tiburon Taiko D GBP Hedged

Currency exposure is hedged

Currency exposure is hedged



9 Invesco Japanese Equity Core A Annual Dist USD GBP


Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.3% 0.4% -0.8%
2016 25.1% -0.1% 6.9% 8.1% 8.3%
2015 15.1% 15.5% -0.6% -8.4% 9.4%
2014 -3.0% -8.9% 4.0% 2.3% 0.0%
2013 31.0% 20.5% 6.3% 0.8% 1.5%
2012 11.5% 17.4% -10.6% -10.9% 19.1%
2011 -25.1% -9.6% -0.8% -12.4% -4.6%
2010 13.8% 18.0% -12.6% -5.6% 16.9%
2009 24.4% -0.5% 14.0% 11.9% -2.0%
2008 -1.1% -6.7% 1.4% 1.3% 3.2%
2007 -5.6% 4.1% -7.6% -2.3% 0.6%
2006 -5.0% 3.6% -7.3% -0.4% -0.7%
2005 30.8% -1.1% 1.6% 10.0% 18.4%
2004 6.8% 8.3% 0.5% -4.4% 2.6%
2003 19.4% -4.3% 6.5% 17.9% -0.6%
2002 -10.9% 8.5% 2.8% -12.2% -9.0%
2001 -30.7% -0.6% 5.7% -23.3% -14.0%
2000 -26.0% -6.9% 0.3% -9.5% -12.4%
1999 94.6% 29.9% 19.0% 11.7% 12.7%
1998 16.4% 8.2% -0.7% -13.4% 25.2%
1997 -24.4% -5.5% 21.0% -13.6% -23.5%
1996 -28.4% -0.5% 1.4% -8.2% -22.8%
1995 7.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Inpex Corp ORD 5.70
Mitsubishi UFJ Financial Group Inc ORD 5.61
Casio Computer Co Ltd ORD 5.51
Honda Motor Co Ltd ORD 5.18
Sumitomo Mitsui Financial Group Inc ORD 5.11
Toyota Motor Corp ORD 4.80
Murata Manufacturing Co Ltd ORD 4.04
Hitachi Metals Ltd ORD 3.95
Mizuho Financial Group Inc ORD 3.82
NTT Urban Development Corp ORD 3.72

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/05/1988
  • Share Class size313Mn
  • Base currencyGBP
  • ISIN GB0033028118

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20


  • Initial investment5

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