Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Standard Life Inv Japanese Equity Growth

Ranked 50 out of 73 in - Japan over 12 months
All calculations are in GBP

Objective

The fund aims to provide long term growth and is designed for investors who are looking for exposure to the Japanese equity market. The fund invests predominantly in the shares of companies listed on the Japanese stock markets and it is actively managed. Please note that the Japanese equity exposure in this fund is currently managed by Sumitomo Mitsui Trust Bank, one of Japan's leading domestic equity managers.

Performance

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

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 -5.3% -10.4% 3.7% 1.9%
2013 34.2% 22.3% 2.5% 7.5% -0.4%
2012 4.1% 7.3% -3.2% -3.0% 3.3%
2011 -9.3% -8.5% 4.5% -1.1% -4.2%
2010 16.4% 14.5% -9.1% 0.7% 11.0%
2009 -2.2% -10.4% 2.2% 8.8% -1.9%
2008 -14.2% -8.5% 1.2% -14.5% 8.4%
2007 -11.2% -0.1% -2.1% -3.7% -5.6%
2006 -14.9% 3.2% -13.0% -3.3% -2.0%
2005 51.0% -2.0% 3.7% 23.7% 20.2%
2004 4.2% 10.3% 1.2% -12.4% 6.6%
2003 15.7% -5.7% 2.7% 19.3% 0.1%
2002 -21.0% 4.2% -5.5% -10.5% -10.4%
2001 -30.2% -2.5% -5.4% -21.2% -4.0%
2000 -30.3% -0.4% -6.7% -8.1% -18.4%
1999 107.1% 14.8% 12.9% 16.8% 36.8%
1998 2.1% 2.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
Sumitomo Mitsui Financial Group Inc ORD 5.22
Seven & i Holdings Co Ltd ORD 4.72
Mazda Motor Corp ORD 3.69
Daikin Industries Ltd ORD 3.54
Japan Tobacco Inc ORD 3.42
Mitsui Fudosan Co Ltd ORD 3.23
Rohm Co Ltd ORD 3.14
Nidec Corp ORD 3.05
Fujifilm Holdings Corp ORD 2.79
Taiheiyo Cement Corp ORD 2.71
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/11/1998
  • Share Class size185Mn
  • Base currencyGBP
  • ISIN GB0004483656

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

Charges

  • Annual management1.5%
  • Initial investment4

Related News

Sector Watch: Clouds continue to obscure Japan's sunrise

The weak performance in Japan this year may have come as a surprise given clear indications the deflationary cloud had finally lifted from the nation, but it has not shocked the sector’s two top performers over the last 12 months.

Sector Watch: A new star rises in Japan

Fund managers investing in Japanese equities have benefited from the revival in the nation’s economy with Standard Life’s Alex Godwin leading the charge in his first year on the firm’s Japan equity fund.

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