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Jupiter Japan Income

Ranked 86 out of 130 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.


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


Japan over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.7%
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

Asset Allocation



Top 10 Holdings

Stock Size
GBP Forward Contract 24.47
Sumitomo Mitsui Financial Group Inc ORD 6.65
Toyota Motor Corp ORD 5.12
Tokio Marine Holdings Inc ORD 4.19
Nippon Telegraph and Telephone Corp ORD 4.17
Daifuku Co Ltd ORD 4.01
Murata Manufacturing Co Ltd ORD 3.68
Sekisui Chemical Co Ltd ORD 3.58
KDDI Corp ORD 3.49
Sekisui House Ltd ORD 3.36

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date15/09/2005
  • Share Class size108Mn
  • Base currencyGBP

Purchase Info

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


  • Annual management1.50%
  • Initial investment5.25

Related News

How to play a reinvigorated Japan

Braced for a rate cut, investors breathed a sigh of relief following the Bank of Japan’s surprise decision to keep rates on hold earlier this month.

Jupiter hires assistant for Carter on Japan funds

Jupiter has appointed Barings Asset Management Japan specialist to assist on its Japan funds.

Simon Somerville to exit Jupiter

Jupiter Japan fund manager Simon Somerville is leaving the firm with Dan Carter take on his fund.  

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