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Jupiter JGF Japan Select L USD Acc

Ranked 148 out of 286 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.


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.


Japan over : 31/10/2015 - 31/10/2016
  • Rank 148/286 Total Return
  • Rank 139/286 Standard Deviation
  • Rank 141/286 Max Drawdown
Fund Name Currency Return
146 SEI SGMF Japan Equity USD Inv JPY


146 BBVA Bolsa Japon, FI JPY


148 Jupiter JGF Japan Select L USD Acc JPY


149 Jupiter Japan Income Acc JPY


150 Oddo Actions Japon A

Currency exposure is hedged

Currency exposure is hedged



150 LO Funds - Alpha Japan (JPY) P A JPY


Fund Name Currency Risk
138 SMT Japan Fundamental Value Satellite Fund JPY


139 Jupiter JGF Japan Select L USD Acc JPY


140 Aviva Investors Japan Equity MoM 1 SC 2 JPY


141 BP Valeurs Du Japon Couvert

Currency exposure is hedged

Currency exposure is hedged



141 HSBC MERIT Japan Equity Inst A Acc JPY


Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -11.7% -8.6% 6.4%
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



Top 10 Holdings

Stock Size
KDDI Corp ORD 4.83
Nippon Telegraph and Telephone Corp ORD 4.43
Toyota Motor Corp ORD 4.24
Bridgestone Corp ORD 4.16
Tokio Marine Holdings Inc ORD 4.02
Sumitomo Mitsui Financial Group Inc ORD 3.86
Sumitomo Mitsui Trust Holdings Inc ORD 3.63
Nissan Chemical Industries Ltd ORD 3.60
TechnoPro Holdings Inc ORD 3.28
Fuji Heavy Industries Ltd ORD 3.20

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


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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).