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Nippon Portfolio JPY A

Ranked 226 out of 283 in - Japan over 12 months
All calculations are in JPY unless stated

Managed by

Fukuo Shigeta

Tokyo-based Fukuo Shigeta says he is a fan of legendary US value investor Benjamin Graham, which can be classified as an understatement considering he translated and published Graham's "Intelligent Investors" into Japanese in 1967. To emphasise his affinity with Graham, Shigeta adopts many of investment traits. He is also a value investor and a long-term investor who does not look to make profits from short-term trading and adopts a top-down investment approach to pick his best companies from the most promising sectors. Shigeta achieves this by thorough analysis of a company's business to determine whether it has the potential for strong development and he also scrutinises financial reports to establish how much a business is worth according to his estimation. He manages the Nippon Portfolio, which is established under Austrian Law. Born in April 1932 in Aomori, Japan, Septagenarian Shigeta has amassed a wealth of experience and has spent over 30 years with Nippon. He graduated in Business Psychology from the Hitotsubashi University, Tokyo. In 1968 Shigeta joined UBS, Tokyo and the following year founded Union Nippon Management & Research Inc. jointly with UBS, and acted as executive vice president for the new entity.

Objective

The fund invests in japanese equities, up to 10% of the assets can be invested in units of other investment funds or money market funds. The management policy is value oriented, our strategy long-term and aims at qualitative companies with high growth potential.

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

Performance

Japan over : 31/07/2016 - 31/07/2017
  • Rank 226/283 Total Return
  • Rank 222/283 Standard Deviation
  • Rank 248/283 Max Drawdown
Fund Name Currency Return
224 AXA Framlington Japan R Inc JPY

19.3%

225 First State Japan Focus B GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

19.3%

226 Nippon Portfolio JPY A JPY

19.3%

227 Covea Actions Japon JPY

19.2%

228 Jupiter Japan Income Acc JPY

19.2%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -2.2% 6.6%
2016 -2.2% -12.5% -5.7% 3.9% 13.9%
2015 6.2% 5.6% 3.3% -11.8% 10.5%
2014 9.3% -9.3% 5.1% 7.1% 7.1%
2013 48.9% 22.3% 4.3% 8.9% 7.2%
2012 15.0% 16.9% -11.4% -5.1% 17.1%
2011 -16.8% 3.5% -2.8% -13.9% -4.1%
2010 7.5% 9.7% -12.9% 1.2% 11.2%
2009 21.4% -7.1% 24.9% 0.6% 4.0%
2008 -51.7% -21.1% 13.3% -22.6% -30.2%
2007 -8.4% -1.3% 6.2% -5.8% -7.2%
2006 5.8% 5.8% -10.4% 3.9% 7.4%
2005 49.5% 2.0% 1.2% 22.4% 18.4%
2004 8.3% 14.7% -0.1% -10.5% 5.7%
2003 30.2% -4.6% 11.4% 19.2% 2.8%
2002 -15.9% 5.0% -5.8% -6.9% -8.8%
2001 -17.0% -1.5% 1.7% -21.9% 6.1%
2000 -5.0% 6.5% 8.3% -9.5% -8.9%
1999 61.2% 19.1% 16.8% 4.6% 10.7%
1998 -6.1% 13.6% -11.0% -16.4% 11.1%
1997 -26.7% -2.6% 12.1% -15.2% -20.8%
1996 -5.0% 4.2% 4.0% -4.7% -8.1%
1995 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Switzerland

Fund Info

  • Launch date08/02/1995
  • Share Class size806Mn
  • Base currencyJPY
  • ISIN AT0000955596

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.25%
  • Initial investment3

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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).