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Jupiter JGF Japan Select L USD Acc

Ranked 164 out of 283 in - Japan over 12 months
All calculations are in JPY unless stated

Managed by

Dan Carter

Dan Carter is a fund manager at Jupiter Fund Management. He joined the firm in 2008 and prior to this, he was a fund manager at Odey Asset Management on the Japanese equities team, having also worked at Baillie Gifford & Co, where he was an investment analyst for both the Japanese equities and UK large-cap equities teams. Dan has a degree in Economics and Economic History from Warwick University and is a CFA charterholder.

Objective

The Fund is to achieve long term capital growth through investing primarily in Japan and in selected opportunities in Asia.The Fund will invest primarily in equity and equity related securities (including listed preference shares, listed convertible unsecured loan stock, listed warrants and other similar securities) of companies which have their registered office or exercise the predominant part of their economic activities in Japan (or, in the case of UCITs or other UCIs, are dedicated to investments in Japan). Up to 20% of the Fund's assets (excluding liquid assets) may at any time be invested in other Asian investments.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Japan over : 30/09/2016 - 30/09/2017
  • Rank 164/283 Total Return
  • Rank 152/283 Standard Deviation
  • Rank 211/283 Max Drawdown
Fund Name Currency Loss
209 Candriam Equities L Japan D Dis JPY

-1.6%

210 Principal GI Japanese Equity I Acc USD JPY

-1.6%

211 Nomura Funds Ireland-Japan High Conviction I JPY JPY

-1.6%

211 First State Japan Focus B GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.6%

211 Jupiter JGF Japan Select L USD Acc JPY

-1.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -1.6% 7.4% 6.2%
2016 -2.5% -11.7% -8.6% 6.4% 13.4%
2015 10.6% 10.2% 5.5% -12.6% 8.8%
2014 7.9% -10.1% 4.6% 6.8% 7.4%
2013 51.1% 20.6% 9.9% 4.5% 9.2%
2012 19.1% 16.1% -8.2% -3.3% 15.5%
2011 -17.7% -2.1% -1.3% -11.4% -3.8%
2010 3.5% 9.5% -11.2% -1.5% 8.0%
2009 -0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Sumitomo Mitsui Financial Group Inc ORD 5.27
Nippon Telegraph and Telephone Corp ORD 4.78
KDDI Corp ORD 4.51
Toyota Motor Corp ORD 4.41
Murata Manufacturing Co Ltd ORD 4.10
SCSK Corp ORD 3.48
Bridgestone Corp ORD 3.42
Tokio Marine Holdings Inc ORD 3.30
Sekisui House Ltd ORD 3.16
Nomura Co Ltd ORD 2.83
30/06/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Jersey
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date01/07/2009
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU0425093290

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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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).