Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM Japan

Ranked 13 out of 139 in - Japan over 12 months
All calculations are in GBP unless stated

Managed by

Shoichi Mizusawa

Shoichi Mizusawa is a country specialist for Japan equities and head of the Japan team within the Emerging Markets and Asia Pacific (EMAP) equities team at J.P Morgan Asset Management. Based in Japan, he leads the Japan-dedicated equity portfolio management teams in Hong Kong and Tokyo. Shoichi joined the firm in 1997 as a marketing manager responsible for Japan pension funds. He transferred to the Japan Portfolio Group in 2000 and took up his current role in 2010. Prior to joining the firm, Shoichi spent four years with Postipankki as the Tokyo representative in capital markets. He began his career with Mitsubishi Motors Corporation in 1989. Shoichi obtained a B.A. in political science and economics from Waseda University and an M.B.A. from Simon Fraser University.

Miyako Urabe

Miyako Urabe is a vice president and country specialist for Japan equities and a member of the Japan team within the Emerging Markets and Asia Pacific Equities team at JP Morgan Asset Management based in Tokyo. Miyako joined the firm in 2013 from Credit Suisse Securities equity sales desk in Tokyo. She graduated from Keio University, Japan with a BA in Economics.

Nicholas Weindling

Nicholas Weindling is a country specialist for Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team at JP Morgan based in Tokyo. Nicholas joined the Firm in 2006 from Baillie Gifford in Edinburgh, where he worked initially as a UK large cap analyst and latterly as a Japanese equities investment manager. Nicholas obtained a B.A.(Hons)in History from Cambridge University.

Objective

To provide capital growth over the long term by investing primarily in the shares of Japanese companies. Japanese companies are companies that are incorporated under the laws of, and have their registered office in, Japan, or that derive the predominant part of their economic activity from Japan, even if listed elsewhere. The Fund may have exposure to smaller companies.

Showing fund performance in United Kingdom View performance globally

Performance

Japan over : 31/03/2017 - 31/03/2018
  • Rank 13/139 Total Return
  • Rank 123/139 Standard Deviation
  • Rank 5/139 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.6%
2017 23.9% 4.6% 4.0% 1.2% 12.6%
2016 17.2% 4.0% 15.5% 2.3% -4.6%
2015 27.3% 22.0% -1.8% -7.3% 14.5%
2014 0.6% -9.3% 2.2% 2.8% 5.6%
2013 37.7% 21.1% 7.4% 8.2% -2.2%
2012 -7.6% -2.0% -3.6% -2.7% 0.5%
2011 -0.2% -3.9% 5.6% 3.5% -4.8%
2010 12.2% 16.0% -7.8% -5.9% 11.5%
2009 -6.8% -24.8% 14.3% 12.7% -3.8%
2008 -5.4% -5.0% -9.5% -10.1% 22.2%
2007 -12.4% -0.4% -3.7% -1.8% -7.0%
2006 -30.3% -5.0% -17.9% -6.5% -4.5%
2005 61.2% 3.9% 4.7% 16.4% 27.2%
2004 0.1% 11.6% -2.9% -8.0% 0.4%
2003 24.6% -8.7% 10.8% 20.7% 2.0%
2002 -19.9% 7.5% -4.6% -17.6% -5.2%
2001 -25.8% -2.0% 1.2% -25.0% -0.1%
2000 -50.2% -16.8% -13.6% -12.4% -20.8%
1999 310.6% 21.8% 36.6% 41.2% 74.7%
1998 16.1% 1.8% -1.9% -7.9% 26.2%
1997 -21.4% -7.6% 18.9% -10.8% -19.8%
1996 -21.6% 2.3% 1.9% -3.8% -21.8%
1995 -0.3% -11.2% -6.2% 12.0% 6.9%
1994 22.5% 25.0% 7.5% -5.9% -3.2%
1993 41.8% 24.0% 19.6% 12.2% -14.8%
1992 5.2% -10.8% -8.5% 13.1% 14.0%
1991 14.0% 25.6% 1.1% -0.6% -9.6%
1990 -43.7% -27.1% 6.5% -34.0% 9.9%
1989 28.8% 8.8% 0.2% 11.4% 6.1%
1988 18.8% 17.5% -0.1% -2.9% 4.3%
1987 0.1% 6.9% 2.5% 10.6% -17.4%
1986 83.0% 24.2% 21.3% 28.7% -5.6%
1985 2.0% -4.6% -3.9% 4.4% 6.6%
1984 18.5% 11.2% -28.1% 36.8% 8.3%
1983 52.1% 10.8% 6.7% 10.5% 16.4%
1982 15.5% -17.1% 4.7% -4.0% 38.6%
1981 41.5% 17.6% 23.9% -6.7% 4.1%
1980 33.8% -5.3% 13.9% 10.9% 11.8%
1979 -30.3% -16.1% -16.0% 5.9% -6.8%
1978 39.3% 21.0% 13.8% 3.4% -2.2%
1977 -19.5% -8.8% 3.2% -8.7% -6.4%
1976 36.0% 5.9% 8.1% 10.1% 7.9%
1975 62.3% 25.8% 17.2% -7.3% 18.8%
1974 -3.4% 8.9% -3.6% -15.5% 9.0%
1973 -25.3% -2.9% 3.8% -3.1% -23.5%
1972 72.3% 16.5% 10.9% 13.8% 17.2%
1971 66.0% 14.6% 27.3% 0.9% 12.9%
1970 4.0% -7.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/04/1970
  • Share Class size87Mn
  • Base currencyGBP
  • ISIN GB0030879471

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

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).