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Jupiter JGF Japan Select L USD Acc

Ranked 97 out of 291 in - Japan over 12 months
All calculations are in JPY unless stated

Managed by

Dan Carter

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 : 31/12/2014 - 31/12/2015
  • Rank 97/291 Total Return
  • Rank 34/291 Standard Deviation
  • Rank 48/291 Max Drawdown
Fund Name Currency Loss
46 Morant Wright Sakura JPY JPY

-13.7%

47 Overstone Japan Equity A JPY

-13.8%

48 Jupiter JGF Japan Select L USD Acc JPY

-13.8%

49 Nippon Portfolio JPY A JPY

-13.8%

50 Danske Invest Japan JPY

-13.9%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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

31/10/2015

Top 10 Holdings

Stock Size
Toyota Motor Corp ORD 8.49
KDDI Corp ORD 5.02
Mitsubishi UFJ Financial Group Inc ORD 4.73
Nissan Chemical Industries Ltd ORD 3.83
SCSK Corp ORD 3.83
Bridgestone Corp ORD 3.34
Sumitomo Mitsui Financial Group Inc ORD 3.34
Nippon Telegraph and Telephone Corp ORD 3.22
Panasonic Corp ORD 3.22
Sekisui Chemical Co Ltd ORD 2.86
31/10/2015

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 size05Mn
  • Base currencyUSD
  • ISIN LU0425093290

Purchase Info

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

Charges

Related News

Jupiter's Somerville: Japan needs structural reform to sustain recovery

Citywire A-rated Somerville says Japan needs structural reforms to be successfully implemented before its sharp recovery becomes truly sustainable.

Jupiter's Somerville: coming inflation will sustain Japan's market run

The yen trade move might be over, but Euro Stars AA-rated Simon Somerville believes Japan's market rally will be sustained by its army of institutional investors.

Japan in 2012: has its luck finally changed?

A strong currency, a lost decade and considered a value trap, but are investors turning their attention back to Japan?

Japan equity managers blame policymakers for market plunge

Leading fund managers explain why Tokyo's stockmarket dived on Tuesday and what the immediate future may hold for Japan.

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