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JPM Japan

Ranked 7 out of 83 in - Japan over 12 months
All calculations are in GBP

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.

Naohiro Ozawa

Naohiro Ozawa of J.P Morgan Asset Management is a country specialist for Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Tokyo. He joined the Firm in 2006 as an analyst and transferred to asset management to take up his current position in 2008. Ozawa obtained a B.Sc. in Economics from the London School of Economics and Political Sciences and is a Chartered Member of the Securities Analysts Association of Japan (CMA).

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.


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.


Japan over : 31/08/2014 - 31/08/2015
  • Rank 7/83 Total Return
  • Rank 72/83 Standard Deviation
  • Rank 6/83 Max Drawdown
Fund Name Return
5 CC Japan Income & Growth GBP Founder Acc


6 CC Japan Alpha B GBP


7 JPM Japan A Acc


8 Morant Wright Sakura GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged


9 Barclays GA - Japan M Inc GBP


Fund Name Risk
70 Fidelity Funds - Japan Aggressive W-GBP H

Currency exposure is hedged

Currency exposure is hedged


71 Tiburon Taiko D GBP Hedged

Currency exposure is hedged

Currency exposure is hedged


72 JPM Japan A Acc


73 Neptune Japan Opportunities A Acc GBP


74 JPMorgan Japan Equity A Dis GBP


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



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

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/04/1970
  • Share Class size69Mn
  • Base currencyGBP
  • ISIN GB0030879471

Purchase Info

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


  • Annual management1.50%
  • 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).