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Fidelity Global Invt-Japanese Equity A

Ranked 21 out of 36 in - Japan over 12 months
All calculations are in USD unless stated

Managed by

Jun Tano

Jun Tano was born in Japan in 1962. He attended the Wharton School of the University of Pennsylvania where he obtained his MBA. Jun started his career as an analyst for Meiji Life Insurance company in Tokyo in 1986. He became a portfolio manager in 1989 in the American office before joining the London office in 1992. He returned to Tokyo in 1999. Jun is currently a fund manager at Fidelity where his investment style involves bottom-up stock picking. Jun is a Chartered Financial Analyst and has been managing funds for over 15 years.

Objective

The fund aims to focus investment into the equity market of Japan and to produce returns that are related to those achieved on the major stock market indices of Japan. It also aims to have the flexibility to invest in bonds in a limited manner and to manage the volatility of returns in the short term.

Showing fund performance in Hong Kong View performance globally

Performance

Japan over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 28.4% 5.5% 4.7% 4.5% 11.2%
2016 -5.8% -7.7% 0.5% 5.2% -3.6%
2015 7.3% 10.6% 2.0% -12.6% 8.8%
2014 -5.9% -5.9% 6.1% -3.6% -2.2%
2013 34.2% 13.5% 6.5% 7.2% 3.6%
2012 9.3% 11.6% -4.8% 0.0% 2.9%
2011 -12.8% -4.2% 0.3% -6.7% -2.8%
2010 17.5% 9.5% -10.6% 7.1% 12.0%
2009 10.6% -15.7% 27.2% 5.9% -2.6%
2008 -36.9% -11.3% 4.3% -20.3% -14.5%
2007 -0.5% 1.4% 2.3% 1.7% -5.7%
2006 2.2% 4.7% -6.4% -1.6% 6.1%
2005 31.0% -3.1% -2.1% 20.0% 15.0%
2004 15.2% 15.0% -2.9% -9.7% 14.2%
2003 39.7% -8.4% 14.4% 21.4% 9.8%
2002 -8.2% 4.4% 6.4% -13.5% -4.6%
2001 -30.9% -10.1% 0.5% -23.4% -0.2%
2000 -19.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date14/09/2000
  • Share Class size8,211Mn
  • Base currencyHKD
  • ISIN HK0000242807

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75

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