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JPM Japan Equity J Dis USD

Ranked 2 out of 35 in - Japan over 12 months
All calculations are in USD unless stated

Managed by

Shoichi Mizusawa

Shoichi Mizusawa is a country specialist for Japan equities and head of the Japan team within the Emerging Markets and Asia Pacific (EMAP) equities team at J.P Morgan Asset Management. Based in Japan, he leads the Japan-dedicated equity portfolio management teams in Hong Kong and Tokyo. Shoichi joined the firm in 1997 as a marketing manager responsible for Japan pension funds. He transferred to the Japan Portfolio Group in 2000 and took up his current role in 2010. Prior to joining the firm, Shoichi spent four years with Postipankki as the Tokyo representative in capital markets. He began his career with Mitsubishi Motors Corporation in 1989. Shoichi obtained a B.A. in political science and economics from Waseda University and an M.B.A. from Simon Fraser University.

Miyako Urabe

Miyako Urabe is a vice president and country specialist for Japan equities and a member of the Japan team within the Emerging Markets and Asia Pacific Equities team at JP Morgan Asset Management based in Tokyo. Miyako joined the firm in 2013 from Credit Suisse Securities equity sales desk in Tokyo. She graduated from Keio University, Japan with a BA in Economics.

Nicholas Weindling

Nicholas Weindling 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 JP Morgan based in Tokyo. Nicholas joined the Firm in 2006 from Baillie Gifford in Edinburgh, where he worked initially as a UK large cap analyst and latterly as a Japanese equities investment manager. Nicholas obtained a B.A.(Hons)in History from Cambridge University.

Objective

To provide long-term capital growth by investing primarily in Japanese companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies (including smaller capitalisation companies) that are domiciled in, or carrying out the main part of their economic activity in, Japan. The Sub-Fund may use financial derivative instruments for the purposes of hedging.

Showing fund performance in Hong Kong View performance globally

Performance

Japan over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 7.5% -2.0% 2.6%
2017 35.7% 5.7% 8.0% 4.5% 13.8%
2016 -3.4% 0.8% 7.8% -1.9% -9.3%
2015 18.5% 15.5% 3.4% -10.8% 11.2%
2014 -6.9% -8.7% 4.5% -2.7% 0.2%
2013 34.9% 11.5% 6.0% 14.3% -0.1%
2012 10.8% 11.9% -5.7% 0.0% 4.9%
2011 -12.9% -4.7% 2.3% -6.4% -4.5%
2010 9.2% 5.8% -12.8% 5.6% 12.0%
2009 -1.1% -23.1% 20.0% 6.4% 0.6%
2008 -34.0% -9.9% -1.4% -19.3% -8.0%
2007 -10.4% 2.4% -3.3% 0.4% -9.9%
2006 -3.7% 6.1% -10.2% -3.1% 4.2%
2005 29.7% 0.9% -3.5% 18.2% 12.8%
2004 11.2% 14.1% -5.2% -7.3% 10.9%
2003 39.2% -9.0% 15.9% 21.8% 8.3%
2002 -13.4% -4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Ireland
  10. Jersey
  11. Luxembourg
  12. Macau
  13. Netherlands
  14. Norway
  15. Singapore
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date02/04/2002
  • Share Class size33Mn
  • Base currencyUSD
  • ISIN LU0129465034

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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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).