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JPMorgan Japan Equity A Dis USD

Ranked 35 out of 276 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 globally. You can view performance in individual jurisdictions.

Performance

Japan over : 31/12/2016 - 31/12/2017
  • Rank 35/276 Total Return
  • Rank 255/276 Standard Deviation
  • Rank 103/276 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 35.8% 5.7% 8.1% 4.5% 13.8%
2016 -3.3% 0.8% 7.8% -1.8% -9.3%
2015 18.5% 15.5% 3.4% -10.8% 11.2%
2014 -6.9% -8.7% 4.6% -2.7% 0.3%
2013 34.9% 11.5% 6.1% 14.2% -0.2%
2012 10.8% 12.0% -5.7% -0.1% 4.9%
2011 -13.0% -4.7% 2.3% -6.5% -4.5%
2010 9.3% 5.9% -12.8% 5.6% 12.1%
2009 -1.2% -23.0% 20.0% 6.4% 0.6%
2008 -34.0% -9.9% -1.4% -19.3% -7.9%
2007 -10.4% 2.4% -3.3% 0.3% -9.9%
2006 -3.7% 6.2% -10.2% -3.1% 4.3%
2005 29.8% 0.9% -3.5% 18.2% 12.8%
2004 11.5% 14.2% -5.1% -7.3% 11.0%
2003 39.6% -8.9% 16.0% 21.9% 8.4%
2002 -10.6% 1.6% 6.7% -13.4% -4.8%
2001 -24.6% -7.4% 1.6% -17.4% -3.0%
2000 -40.9% -7.1% -9.7% -13.0% -19.1%
1999 201.5% 20.4% 20.8% 35.4% 53.2%
1998 18.8% 4.8% -0.3% -7.1% 22.5%
1997 -28.1% -9.9% 23.3% -14.1% -24.7%
1996 -22.4% -1.0% 2.3% -7.6% -17.1%
1995 -2.6% -10.8% -7.6% 12.5% 5.1%
1994 7.0% 21.2% 8.3% -10.4% -9.0%
1993 16.4% 18.6% 12.1% 6.4% -17.7%
1992 -11.8% -15.3% 2.9% -1.1% 2.4%
1991 11.1% 15.0% -2.3% 2.8% -3.9%
1990 -14.7% -17.9% 28.6% -20.5% 1.6%
1989 103.8% 19.9% 19.3% 37.3% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Ireland
  12. Italy
  13. Jersey
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Peru
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date16/11/1988
  • Share Class size115Mn
  • Base currencyUSD
  • ISIN LU0053696224

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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