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JPM Japan

Ranked 72 out of 74 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 : 30/09/2013 - 30/09/2014
  • Rank 72/74 Total Return
  • Rank 65/74 Standard Deviation
  • Rank 73/74 Max Drawdown
Fund Name Risk
63 Morant Wright Sakura GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

3.4

64 Barclays GA - Japan M Inc GBP

3.5

65 JPM Japan A Acc

3.5

65 Tokio Marine Japanese Equity Focus C GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

3.5

67 CC Japan Alpha B GBP

3.8

Fund Name Loss
70 Polar Capital Japan Alpha I Hdg Sterling

Currency exposure is hedged

Currency exposure is hedged

-14.9%

71 Polar Capital Japan GBP

-15.9%

72 JPMorgan Japan Equity A Dis GBP

-17.1%

73 JPM Japan A Acc

-17.3%

74 Legg Mason Japan Equity A

-23.4%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -4.7% -9.3% 2.2% 2.8%
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 5.3% -1.5% 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 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 size65Mn
  • 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).