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JPM Japan

Ranked 11 out of 84 in - Japan over 12 months
All calculations are in GBP

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.

Performance

Japan over : 31/07/2014 - 31/07/2015
  • Rank 11/84 Total Return
  • Rank 76/84 Standard Deviation
  • Rank 36/84 Max Drawdown
Fund Name Return
9 Morant Wright Sakura GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

31.1%

10 Invesco Japanese Equity Core C Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

30.7%

11 JPM Japan A Acc

30.3%

12 DSBI Japan Equity Fundamental Active I GBP

Currency exposure is hedged

Currency exposure is hedged

29.7%

13 Lazard Japanese Strategic Equity Ret Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

27.3%

Fund Name Risk
75 M&G Japan A Inc

3.7

76 JPM Japan A Acc

3.7

77 JPMorgan Japan Equity A Dis GBP

3.8

78 Nippon Growth (UCITS) GBP Hgd Institutional class

Currency exposure is hedged

Currency exposure is hedged

4.1

Fund Name Loss
34 Invesco Japanese Equity Core C Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-3.9%

35 BGF Japan Flexible Equity A4RF GBP

-3.9%

36 JPM Japan A Acc

-4.2%

37 AXA Rosenberg Japan R Acc

-4.2%

38 Cavendish Japan A GBP Inc

-4.2%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 22.0% -1.8%
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 -25.7% -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 6.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2011

Top 10 Holdings

Stock Size
Sumitomo Mitsui Financial Group Inc ORD 4.55
Mitsubishi UFJ Financial Group Inc ORD 4.12
SoftBank Group Corp ORD 3.24
Orix Corp ORD 3.16
Mazda Motor Corp ORD 2.76
Keyence Corp ORD 2.68
M3 Inc ORD 2.36
Sumitomo Realty & Development Co Ltd ORD 2.35
MonotaRO Co Ltd ORD 2.33
Mitsubishi Electric Corp ORD 2.30
31/05/2014

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/04/1970
  • Share Class size73Mn
  • Base currencyGBP
  • ISIN GB0030879471

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment3

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