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Polar Capital Japan GBP

Ranked 73 out of 74 in - Japan over 12 months
All calculations are in GBP

Managed by

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.

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.

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 : 30/11/2013 - 30/11/2014
  • Rank 73/74 Total Return
  • Rank 63/74 Standard Deviation
  • Rank 70/74 Max Drawdown
Fund Name Risk
61 MFS Meridian Funds Japan Equity I1 GBP

3.3

62 JPMorgan Japan Equity A Dis GBP

3.4

63 Polar Capital Japan GBP

3.4

64 Morant Wright Sakura GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

3.5

65 JPM Japan A Acc

3.6

Fund Name Loss
68 Invesco Japanese Equity Core C Acc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

-13.5%

69 Neptune Japan Opportunities A Acc GBP

-14.4%

70 Polar Capital Japan GBP

-14.7%

71 Polar Capital Japan Alpha I Hdg Sterling

Currency exposure is hedged

Currency exposure is hedged

-14.9%

72 JPMorgan Japan Equity A Dis GBP

-15.2%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -10.2% 6.2% 0.5%
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%

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).