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Metzler Japanese Equity Fund A

Ranked 4 out of 84 in - Japan over 12 months
All calculations are in EUR

Managed by

Fumio Matsumoto

Fumio Matsumo is a fund manager and analyst at T & D Asset Management. Matsumo joined the firm from Mizuho Securities in 2006, where he worked as an analyst in both Japanese equities and value strategies. Matsumo runs the all-cap Metzler Japanese Equity fund with an emphasis on value-based investments and believes his fund thrives in a market environment which is driven by corporate earnings. He was born in Kurashiki City, and studied Business Administration at Hosei University.

Objective

The fund invests mainly in Japanese Equities. The fund company follows the Bottom-up- Value approach. The equity selection is based on a Value-Score-Model, where all company data and prognosis are equally taken into consideration.

Performance

Japan over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 6.7% -4.7% 9.0% 2.8%
2013 24.4% 8.7% 5.4% 6.1% 2.3%
2012 4.3% 12.8% -5.8% -8.7% 7.6%
2011 -13.3% -7.1% 0.2% -5.2% -1.7%
2010 24.5% 14.1% -4.1% -3.1% 17.5%
2009 3.6% -10.3% 11.7% 1.4% 2.0%
2008 -35.2% -13.9% 5.3% -14.2% -16.6%
2007 -11.6% 0.2% 8.3% -3.7% -15.5%
2006 -3.3% 5.5% -8.9% -0.9% 1.6%
2005 56.0% 6.1% 6.4% 22.4% 13.0%
2004 -0.8% 3.6% -4.4% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Luxembourg
  6. Switzerland

Related News

Dalton poaches fund manager for Japan push

Dalton Strategic Partnership has added to its Japanese equity team as it seeks to grow in the asset class.

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