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Invesco Perpetual Japan

Ranked 196 out of 273 in - Japan over 12 months
All calculations are in USD unless stated

Managed by

Paul Chesson

Based in Henley-on-Thames, Paul Chesson is Head of Japanese Equities at Invesco Perpetual and is responsible for the management of a number of Japanese equity portfolios alongside fellow fund manager, Tony Roberts. Paul began his investment career in 1990 at Touche Remnant, specialising in Japanese Equities before joining Invesco Perpetual in 1993. He holds an MA in Law from Oxford University and is an associate member of the Association for Investment Management.

Tony Roberts

Tony Roberts is an equity manager at Invesco Perpetual having joined the company in 2000. Prior to joining Invesco Perpetual, Tony served as a fund manager at Clerical Medical between 1995 and 2000. Currently based in Henley-on-Thames, he holds a BSc in Mathematics from Southampton University and is a member of the CFA Society of the UK.

Objective

The fund aims to achieve capital growth in Japan. The fund intends to invest primarily in shares of companies in Japan, although it may include other Japanese related investments. In pursuing this objective, the fund managers may include investments that they consider appropriate which include transferable securities, money market instruments, warrants, collective investment schemes, deposits and other permitted investments and transactions.

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

Performance

Japan over : 31/01/2017 - 31/01/2018
  • Rank 196/273 Total Return
  • Rank 176/273 Standard Deviation
  • Rank 259/273 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 22.6% 4.5% 4.3% 2.4% 9.7%
2016 4.9% -2.5% -0.6% 5.1% 3.0%
2015 8.8% 9.9% 5.4% -11.8% 6.4%
2014 -8.7% -8.3% 6.7% -3.0% -3.9%
2013 33.5% 12.6% 6.2% 7.6% 3.8%
2012 16.6% 20.7% -12.2% -8.2% 19.9%
2011 -25.6% -7.5% -0.6% -15.0% -4.8%
2010 10.3% 10.9% -13.8% -0.6% 16.1%
2009 39.8% -0.8% 30.9% 8.7% -1.0%
2008 -28.6% -6.9% 1.5% -9.3% -16.8%
2007 -4.0% 4.3% -5.5% -0.8% -1.7%
2006 8.3% 4.7% -1.1% 0.6% 4.0%
2005 17.0% -2.7% -3.6% 8.6% 14.9%
2004 14.5% 11.2% -0.9% -4.6% 8.9%
2003 32.7% -6.1% 11.1% 18.7% 7.1%
2002 -1.5% 6.1% 10.1% -9.4% -6.9%
2001 -32.5% -5.4% 4.6% -19.9% -14.8%
2000 -31.4% -7.9% -4.8% -11.6% -11.5%
1999 88.5% 26.1% 16.2% 16.7% 10.3%
1998 17.7% 10.1% -1.1% -11.8% 22.6%
1997 -27.3% -9.3% 22.6% -16.1% -22.1%
1996 -21.1% -2.1% 3.3% -7.6% -15.5%
1995 -4.9% -8.2% -6.9% 5.7% 5.2%
1994 26.4% 25.5% 13.7% -7.5% -4.3%
1993 27.1% 19.9% 18.3% 6.6% -15.9%
1992 -14.1% -15.9% 1.2% 2.9% -1.9%
1991 10.4% 9.2% -0.6% 3.9% -2.1%
1990 -7.5% -9.1% 16.6% -18.9% 7.6%
1989 50.5% 1.7% 1.6% 34.4% 8.4%
1988 -8.8% 15.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/05/1988
  • Share Class size343Mn
  • Base currencyGBP
  • ISIN GB0033028118

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Initial investment5

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