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Schroder Tokyo

Ranked 98 out of 139 in - Japan over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Rose

Andrew Rose was born in London in 1957. He attended Sheffield University and Kobe University where he studied Japanese & Politics and International Economics, respectively. He started his career with Schroders in 1981 as a Japanese equity analyst in London and Tokyo. In 1987 he became a Japanese equity fund manager and in 1996 became the senior investment officer in the Tokyo office. Andrew went on to become the joint head of Japanese equity in 1999 which saw him return to London, and in 2001 he went back to Tokyo as head of Japanese equity. Andrew is currently working in London and runs the Schroder Tokyo fund using an active, long-term, bottom-up investment process. Andrew has been managing funds for over 22 years. Outside of fund management he enjoys playing sports with his son, gardening, golf and rugby.

Objective

The Funds investment objective is to achieve capital appreciation through participation in the growth of the Japanese economy. Investment will be based primarily on Japans economic strengths, such as its manufacturing industry (in particular on those parts of it that are demonstrating an ability to exploit newly emerging technology) and on sectors benefiting from structural change in the economy. Investment will be in directly held transferable securities. The Fund may also invest in collective investment schemes, warrants and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Japan over : 31/05/2017 - 31/05/2018
  • Rank 98/139 Total Return
  • Rank 3/139 Standard Deviation
  • Rank 45/139 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0%
2017 12.8% 3.1% -0.2% 2.0% 7.4%
2016 26.3% -4.0% 6.1% 15.8% 7.1%
2015 15.6% 16.5% -1.1% -9.9% 11.4%
2014 3.3% -5.3% 4.5% 3.7% 0.6%
2013 23.4% 18.9% 3.6% 0.3% -0.1%
2012 3.6% 9.4% -4.5% -4.0% 3.3%
2011 -7.3% -5.9% 2.9% -2.8% -1.6%
2010 21.2% 16.2% -7.4% -1.7% 14.6%
2009 -2.6% -15.3% 8.5% 11.0% -4.5%
2008 2.4% -7.2% 3.4% -7.8% 15.8%
2007 -8.3% 2.9% -3.4% -3.2% -4.7%
2006 -10.1% 3.9% -9.9% -3.7% -0.4%
2005 32.6% 2.1% 0.8% 16.9% 10.2%
2004 10.5% 12.9% 1.5% -5.6% 2.1%
2003 13.9% -3.9% 3.2% 16.4% -1.4%
2002 -10.3% 4.1% 0.9% -10.1% -5.0%
2001 -15.4% -4.9% 9.7% -13.0% -6.8%
2000 -12.2% 6.3% 1.7% -7.7% -12.1%
1999 60.9% 12.8% 14.6% 10.8% 12.4%
1998 5.0% 1.6% -5.3% -12.6% 24.9%
1997 -10.8% -2.1% 21.8% -7.0% -19.5%
1996 -15.9% 2.3% 2.5% -6.0% -14.6%
1995 1.0% -7.6% -1.9% 3.2% 8.0%
1994 21.1% 20.9% 7.4% -6.8% 0.1%
1993 33.5% 15.0% 18.7% 9.4% -10.7%
1992 3.2% -11.8% -10.0% 12.6% 15.5%
1991 15.3% 19.9% 4.4% -0.5% -7.4%
1990 -34.5% -22.7% 6.4% -26.4% 8.2%
1989 6.8% 22.3% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/03/1989
  • Share Class size460Mn
  • Base currencyGBP
  • ISIN GB0007650640

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • 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).