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JPMorgan SAR Japan Fund - Class A

Ranked 28 out of 37 in - Japan over 12 months
All calculations are in USD unless stated

Managed by

Robert Lloyd

Robert Lloyd is a country specialist for Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team at J.P. Morgan Asset Management. Based in Hong Kong, he joined the Firm in Tokyo in 2005 and then transferred to Hong Kong in 2009. Robert previously spent three years with UBS Asset Management in Tokyo as an investment analyst, initially for risk management and latterly for Japanese equities. He began his career as a collateral analyst in the credit group of Deutsche Bank, Tokyo. Robert obtained a B.A. in Literature and Linguistics from the University of Montana, USA.

Objective

To provide investors with long term capital growth in US dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in Japan.

Showing fund performance in Hong Kong View performance globally

Performance

Japan over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% 7.1%
2016 3.0% -3.6% 5.0% 7.2% -5.1%
2015 11.4% 10.7% 2.4% -11.1% 10.5%
2014 -9.3% -9.7% 4.7% -1.2% -2.9%
2013 34.6% 10.5% 6.7% 13.1% 0.9%
2012 7.2% 8.5% -5.6% -0.3% 5.0%
2011 -8.7% -2.0% 2.3% -6.3% -2.8%
2010 15.0% 7.4% -10.1% 6.5% 11.9%
2009 -1.1% -22.7% 21.5% 6.7% -1.3%
2008 -32.3% -8.9% -1.2% -15.6% -10.9%
2007 -9.2% 2.2% -1.8% 0.2% -9.7%
2006 -5.0% 6.3% -10.4% -3.5% 3.3%
2005 30.7% 0.6% -2.9% 17.8% 13.6%
2004 17.2% 17.1% -2.2% -7.2% 10.3%
2003 44.0% -8.2% 17.5% 22.5% 8.9%
2002 -8.8% 2.9% 4.5% -12.5% -3.0%
2001 -19.7% -9.4% 3.3% -13.7% -0.5%
2000 -42.5% -6.8% -14.5% -8.1% -21.4%
1999 143.9% 18.6% 13.5% 26.1% 43.6%
1998 18.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date16/09/1998
  • Share Class size299Mn
  • Base currencyUSD
  • ISIN HK0000013851

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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