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Legg Mason IF Japan Equity A

Ranked 4 out of 139 in - Japan over 12 months
All calculations are in GBP unless stated

Managed by

Hideo Shiozumi

Japanese specialist and tennis fan Hideo Shiozumi aims to fill his portfolios with companies which offer high growth over the medium term. He also likes to have a decent selection of small-caps in his funds and prefers these to be in the retail and distribution sectors. His only UK fund is the Legg Mason Japan Equity fund which has a concentrated portfolio of 30-40 holdings. Performance of the fund can be very volatile in the short term but in the medium to long term the results have been very impressive and justified this bumpy ride. Shiozumi aims to maximise performance during good stockmarket periods and minimise his losses in bear phases. Born in Japan on 23 December 1943, Shiozumi chose to study in the US and gained a BA in Economics from Guilford College, Greensboro. He is a veteran of the fund industry and draws on over 33 years’ experience. His career started out when he joined Robert Fleming as an investment analyst in 1970. He spent 12 years with the group, rising to portfolio manager, before his ambition led him to set up his own company Shiozumi & Co (now Shiozumi Asset Management) where he is the president.

Objective

To achieve capital growth through investment in securities of Japanese companies. The Fund seeks to achieve its objective by investing principally in the securities of Japanese companies, which have above average growth prospects relative to the shares of Japanese companies as a whole.

Showing fund performance in United Kingdom View performance globally

Performance

Japan over : 30/04/2017 - 30/04/2018
  • Rank 4/139 Total Return
  • Rank 138/139 Standard Deviation
  • Rank 119/139 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 10.6%
2017 35.7% 4.7% 8.8% 6.8% 11.6%
2016 28.7% 20.6% 22.0% -1.4% -11.3%
2015 49.4% 16.8% 4.0% 1.4% 21.2%
2014 -1.4% -5.7% 2.5% 4.1% -1.9%
2013 63.7% 45.1% 6.0% 15.2% -7.6%
2012 8.6% -7.9% 8.1% 7.4% 1.5%
2011 27.1% 2.6% 12.7% 15.2% -4.6%
2010 19.9% 6.8% 0.8% -4.7% 16.8%
2009 -11.7% -18.6% 8.0% 17.2% -14.3%
2008 -11.5% -12.1% -12.8% -7.2% 24.4%
2007 -34.3% -6.9% -17.3% -16.8% 2.7%
2006 -50.6% -11.3% -23.3% -14.8% -14.7%
2005 69.9% 11.5% 8.3% -2.5% 44.2%
2004 28.4% 32.9% 22.9% -21.9% 0.6%
2003 52.6% -3.2% 5.7% 41.0% 5.8%
2002 -21.9% -4.2% 7.9% -11.5% -14.7%
2001 -16.4% -2.2% 8.6% -21.5% 0.4%
2000 -42.4% -2.3% -9.2% -12.1% -26.1%
1999 293.3% 63.3% 38.7% 40.3% 23.8%
1998 35.4% 9.6% 2.9% -11.1% 34.9%
1997 -37.1% -7.9% 14.5% -27.8% -17.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/10/1996
  • Share Class size104Mn
  • Base currencyGBP
  • ISIN GB0033507467

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • 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).