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Tiburon Taiko B USD Hedged

Ranked 41 out of 285 in - Japan over 12 months
All calculations are in USD unless stated

Managed by

Rupert Kimber

Rupert Kimber has over 30 years of experience in financial industry. Based in London, he is a partner and fund manager at Tiburon Partners LLP and has run the Japanese all-cap Tiburon Taiko Fund since its launch in 2009. Kimber previously worked at Belvedere Investment Partners, Polar Capital, KBC Financial Products and Cazenove. He studied politics at the University of York.

Objective

The Fund’s investment objective is to achieve long-term capital growth. The Fund will pursue its investment objective by investing primarily in listed equities of companies in Japan. It is expected that the Fund will typically hold between 20 and 30 different positions at any given time.

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

Performance

Japan over : 31/12/2016 - 31/12/2017
  • Rank 41/285 Total Return
  • Rank 117/285 Standard Deviation
  • Rank 100/285 Max Drawdown
Fund Name Currency Return
39 Baillie Gifford Worldwide Japanese JPY B Acc JPY

30.8%

40 Polar Capital Japan USD JPY

30.5%

41 Tiburon Taiko B USD Hedged

Currency exposure is hedged

Currency exposure is hedged

USD

30.2%

42 Nissay Japan JPX-Nikkei 400 Active G Dis JPY

30.1%

43 Edmond de Rothschild Japan C JPY

30.1%

Fund Name Currency Risk
115 Amundi Fds Equity Japan Value - AJ (C) JPY

7.0

116 Hennessy Japan Fund;Institutional JPY

7.0

117 Tiburon Taiko B USD Hedged

Currency exposure is hedged

Currency exposure is hedged

USD

7.0

117 Jupiter JGF Japan Select L USD Acc JPY

7.0

117 ASPOMA Japan Opportunities Fund S JPY

7.0

117 Fidelity Nikko Glo Sel-Japan Gro Advantage A JPY

7.0

Fund Name Currency Loss
98 Japon Accionario A JPY

-0.7%

99 DSBI Japan Equity Fundamental Active I JPY JPY

-0.7%

100 LUX SELECTION 100SI D JPY

-0.7%

100 Tiburon Taiko B USD Hedged

Currency exposure is hedged

Currency exposure is hedged

USD

-0.7%

100 CAP Japan Equity Fund -JPY-A- JPY

-0.7%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 30.2% 1.7% 5.4% 7.8% 12.6%
2016 -3.5% -12.0% -11.5% 9.0% 13.8%
2015 14.8% 7.6% 7.6% -10.5% 10.7%
2014 4.6% -7.2% 4.7% 3.3% 4.1%
2013 52.0% 22.7% 4.9% 5.4% 12.0%
2012 14.2% 15.5% -9.0% 0.2% 8.5%
2011 -10.4% -4.7% 2.2% -5.3% -2.9%
2010 6.2% 11.1% -7.0% -5.0% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Italy
  3. Netherlands
  4. Sweden
  5. United Kingdom

Fund Info

  • Launch date26/10/2009
  • Base currencyUSD
  • ISIN IE00B4V38347
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment15,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Don’t waste time second guessing ‘erratic’ BoJ, says Japan veteran

Citywire + rated Rupert Kimber says attempting to second guess Governor Kuroda is ‘seriously side-tracking’ investors in the region.

Japan equity star explains ‘odd’ year-to-date performance

Citywire AA-rated long-term outperformer Rupert Kimber says momentum chasers have created a difficult investment scenario.

Shinzo stars: top Japan equity managers under Abenomics

Citywire Global takes a closer look at three standout performers following the onset of aggressive monetary easing in the country.

Bulk of investors missing real Japan story, says top boutique manager

The obsession with Abenomics has blinded investors to corporate restructuring efforts of the past four years, says Tiburon’s Rupert Kimber.

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