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Polar Capital Japan GBP

Ranked 72 out of 73 in - Japan over 12 months
All calculations are in GBP

Managed by

James Salter

James Salter was born in London in 1965. He attended the University of Reading and the University of London where he studied Classics and Anthropology respectively. James began his career at F&C where he was assistant fund manager before joining Martin Currie as a director and fund manager for their Japanese funds. He later joined Schroders, and was senior fund manger for the Schroder Japan Growth Fund. He established the Japanese franchise at Bonfield Asset Management before he transferred to Polar Capital in 2001. James has over 19 years of investment experience and has helped establish the Japanese team at Polar Capital. He is a member of the CFA institute. Outside of fund management, James's interests include open water swimming and spending time with his family.

Gerard Cawley

Born in Dublin and now based in London, Gerard Cawley is a fund manager at Polar Capital Partners. Cawley began his career at Polar Capital in 2005, after moving from Schroder Investment Management where he was an assistant fund manager. Cawley runs the firm’s Japanese equity funds with James Salter. The Polar Capital Japan Alpha fund focuses on mid to large cap companies and the team believes the value/GARP investment approach allows the fund to generate positive alpha consistently throughout the investment cycle. Outside of work, Cawley enjoys football, rugby and golf. He is a CFA charter holder and studied Business Studies at Dublin City University Business School.

Objective

The Fund's investment objective is to achieve long term capital growth through investment in shares of companies listed in Japan. Other Japanese related investments may also be included and the Fund may hold cash as deemed appropriate.

Performance

Japan over : 31/08/2013 - 31/08/2014
  • Rank 72/73 Total Return
  • Rank 62/73 Standard Deviation
  • Rank 70/73 Max Drawdown
Fund Name Risk
61 Invesco Perpetual Japan Acc

3.5

62 CF Ruffer Japanese O Acc

3.6

62 Polar Capital Japan GBP

3.6

64 Tokio Marine Japanese Equity Focus C GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

3.6

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 -5.5% -10.2% 6.2% -0.8%
2013 23.9% 20.6% 2.1% 2.4% -1.7%
2012 0.2% 9.6% -6.6% -5.8% 3.9%
2011 -9.0% -5.1% 4.5% -3.4% -5.0%
2010 21.2% 14.8% -7.7% -2.1% 16.8%
2009 -0.6% -13.5% 9.4% 11.2% -5.6%
2008 19.9% -4.9% 1.0% -5.5% 31.9%
2007 -9.7% 0.4% -1.2% -3.3% -5.9%
2006 -14.4% 1.3% -11.3% -2.4% -2.5%
2005 55.4% 1.9% 0.7% 20.8% 25.5%
2004 4.8% 13.2% -1.1% -9.6% 3.6%
2003 24.4% -5.2% 5.9% 22.8% 0.9%
2002 -14.5% 5.3% 0.6% -13.2% -6.9%
2001 -5.6% -5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date19/10/2001
  • Share Class size51Mn
  • Base currencyGBP
  • ISIN IE0030772721

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.5%

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