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Jupiter JGF Japan Select L USD Acc

Ranked 222 out of 287 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 : 31/03/2016 - 31/03/2017
  • Rank 222/287 Total Return
  • Rank 113/287 Standard Deviation
  • Rank 79/287 Max Drawdown
Fund Name Currency Loss
77 UniJapan JPY

-8.7%

77 First State Japan Focus B GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.7%

79 Jupiter JGF Japan Select L USD Acc JPY

-8.7%

79 Nikko AM Japan Dividend Equity SGD Hedged

Currency exposure is hedged

Currency exposure is hedged

SGD

-8.7%

81 Vitruvius Japanese Equity B JPY JPY

-8.7%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 -1.6%
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

31/01/2017

Top 10 Holdings

Stock Size
Sumitomo Mitsui Financial Group Inc ORD 6.80
Toyota Motor Corp ORD 5.24
Nippon Telegraph and Telephone Corp ORD 4.38
Daifuku Co Ltd ORD 3.84
Tokio Marine Holdings Inc ORD 3.82
Sekisui Chemical Co Ltd ORD 3.55
Murata Manufacturing Co Ltd ORD 3.33
Don Quijote Holdings Co Ltd ORD 3.15
KDDI Corp ORD 3.11
Nissan Chemical Industries Ltd ORD 3.10
31/01/2017

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 size05Mn
  • Base currencyUSD
  • ISIN LU0425093290

Purchase Info

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

Charges

Related News

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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).