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Schroder Tokyo

Ranked 17 out of 74 in - Japan over 12 months
All calculations are in GBP

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 fund's investment objective is to achieve capital appreciation by investing in the Japanese equities.

Performance

Japan over : 31/10/2013 - 31/10/2014
  • Rank 17/74 Total Return
  • Rank 17/74 Standard Deviation
  • Rank 8/74 Max Drawdown
Fund Name Loss
6 Morant Wright Sakura GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

-7.9%

7 Tokio Marine Japanese Equity Focus C GBP-Hedged

Currency exposure is hedged

Currency exposure is hedged

-8.3%

8 Schroder Tokyo A Inc

-8.7%

9 Old Mutual Schroder Tokyo A Acc

-8.7%

10 Barclays GA - Japan M Inc GBP

-8.9%

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 4.1% -5.4% 4.5% 3.7% 1.4%
2013 23.5% 18.8% 3.6% 0.3% 0.0%
2012 3.5% 9.4% -4.5% -4.0% 3.2%
2011 -7.3% -5.9% 2.8% -2.7% -1.5%
2010 21.3% 16.2% -7.4% -1.7% 14.6%
2009 -2.7% -15.2% 8.5% 10.9% -4.5%
2008 2.4% -7.2% 3.3% -7.9% 15.9%
2007 -8.2% 3.0% -3.4% -3.2% -4.7%
2006 -10.1% 4.0% -9.9% -3.7% -0.4%
2005 32.6% 2.2% 0.7% 17.0% 10.1%
2004 10.5% 12.9% 1.6% -5.6% 2.1%
2003 13.8% -3.8% 3.1% 16.4% -1.4%
2002 -10.3% 4.1% 0.9% -10.2% -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% 10.7% 12.4%
1998 5.0% 1.6% -5.3% -12.6% 24.9%
1997 -10.7% -2.1% 21.8% -7.0% -19.5%
1996 -15.9% 2.3% 2.5% -6.0% -14.6%
1995 5.2% -2.6% 8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/02/1981
  • Share Class size138Mn
  • Base currencyGBP
  • ISIN GB0007650533

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment0

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