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Jupiter Japan Income

Ranked 24 out of 139 in - Japan over 12 months
All calculations are in GBP unless stated

Managed by

Dan Carter

Dan Carter is a fund manager at Jupiter Fund Management. He joined the firm in 2008 and prior to this, he was a fund manager at Odey Asset Management on the Japanese equities team, having also worked at Baillie Gifford & Co, where he was an investment analyst for both the Japanese equities and UK large-cap equities teams. Dan has a degree in Economics and Economic History from Warwick University and is a CFA charterholder.

Objective

The objective of the Fund is to achieve long-term capital and income growth. The Fund's policy is to attain its objective by investing in a combination of Japanese equities and convertible bonds as well as cash, deposits and money market instruments. The Manager may enter into derivative transactions on behalf of the Fund to the extent that these are for the purposes of efficient management of the portfolio, as permitted under the Scheme Particulars. The Manager will only enter into derivative transactions for the purposes of hedging and tactical asset allocation, and not for speculative purposes.

Showing fund performance in United Kingdom View performance globally

Performance

Japan over : 30/04/2017 - 30/04/2018
  • Rank 24/139 Total Return
  • Rank 9/139 Standard Deviation
  • Rank 7/139 Max Drawdown
Fund Name Currency Return
22 Tiburon Taiko D GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

21.0%

23 SPARX Japan-JPY Institutional A GBP

20.9%

24 Jupiter Japan Income Acc GBP

20.7%

25 EI Sturdza Strategic Japan Opportunities JPY GBP

19.9%

26 Baillie Gifford Japanese Inc Growth B Acc GBP

19.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 17.6% 1.7% 2.2% 3.0% 9.9%
2016 19.8% -3.0% 5.4% 12.4% 4.2%
2015 23.6% 17.5% -1.3% -5.7% 13.0%
2014 0.7% -7.8% 4.6% 2.4% 2.1%
2013 19.9% 18.2% 3.0% -0.4% -1.1%
2012 2.4% 6.1% -3.2% -4.2% 4.1%
2011 -12.1% -6.8% 2.0% -5.2% -2.5%
2010 23.1% 15.6% -6.8% 0.3% 13.9%
2009 -6.9% -17.3% 5.0% 11.5% -3.8%
2008 6.1% -7.0% 3.2% -8.5% 20.8%
2007 -3.9% 4.3% -4.4% -2.9% -0.8%
2006 -8.6% 5.2% -10.0% -0.6% -2.8%
2005 16.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date15/09/2005
  • Share Class size124Mn
  • Base currencyGBX
  • ISIN GB00B0HZTZ55

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment0

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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).