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Lindsell Train - Japanese Equity A

Ranked 57 out of 277 in - Japan over 12 months
All calculations are in USD unless stated

Managed by

Michael Lindsell

Michael Lindsell was born in England in 1960. He attended Bristol University where he gained a BSc degree in Zoology. Michael started his career as an investment manager in 1982 with Lazard Brothers and moved to Scimitar Asset Management in Hong Kong in 1985. He joined GT Management in 1992 as the CIO in the Tokyo office before returning to the UK in 1997 to run GT’s global and international funds. Following the acquisition of GT by Invesco in 1998 Michael was appointed head of the combined global product team. Michael co-founded Lindsell Train Ltd in 1999 and in 2004 he was appointed as sub-investment manager to the Close Investments Japanese Investment Fund. Michael has been managing funds for over 27 years and he holds a Certified Diploma in Accounting & Finance. Outside of fund management he lists tennis, rugby and the cinema/theatre as his interests.

Objective

To increase real value of client capital over the longer term from a focused portfolio of equities (and if considered appropriate, convertible securities) primarily quoted on stock markets in Japan. The investment performance of the Sub-Fund will be measured against the Tokyo Stock Exchange (First Section) ("TOPIX") TR Index in Yen terms and its target will be to secure out-performance over the long term.

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

Performance

Japan over : 31/03/2016 - 31/03/2017
  • Rank 57/277 Total Return
  • Rank 244/277 Standard Deviation
  • Rank 254/277 Max Drawdown
Fund Name Currency Risk
242 UBAM SNAM Japan Equity Value AC JPY USD

14.8

243 Nikko AM Japan Dividend Equity SGD Hedged

Currency exposure is hedged

Currency exposure is hedged

SGD

14.8

244 Lindsell Train - Japanese Equity A USD

14.8

245 OP-Japani A USD

15.0

246 Man GLG Japan CoreAlpha Equity I JPY Acc USD

15.0

Fund Name Currency Loss
252 Kutxabank Bolsa Japon, FI USD

-10.0%

253 Orbis SICAV-Japan Equity JPY

Currency exposure is hedged

Currency exposure is hedged

JPY

-10.1%

254 Lindsell Train - Japanese Equity A USD

-10.2%

255 BLK Japan Equity 1 J EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.3%

256 Alma Eikoh Japan Large Cap Equity Fd I USD Hdg C

Currency exposure is hedged

Currency exposure is hedged

USD

-10.3%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 11.7%
2016 6.1% 0.6% 6.4% 10.3% -10.2%
2015 23.8% 18.8% 1.5% -4.9% 7.9%
2014 -5.2% 1.7% 3.8% -4.5% -6.0%
2013 24.6% 19.2% -1.2% 3.5% 2.3%
2012 0.8% 4.5% -4.0% 5.1% -4.4%
2011 -6.7% -4.5% -1.4% 0.7% -1.5%
2010 16.1% 8.8% -5.7% 5.1% 7.7%
2009 -3.3% -23.2% 20.0% 12.2% -6.5%
2008 -20.9% -3.9% -4.8% -13.9% 0.5%
2007 2.1% 1.2% 1.2% 0.5% -0.8%
2006 13.9% 8.0% 1.6% 0.1% 3.8%
2005 7.8% -1.3% -2.2% 5.2% 6.2%
2004 23.8% 11.2% 4.3% -4.5% 11.9%
2003 56.2% -2.6% 14.2% 24.5% 12.8%
2002 -1.1% 3.6% 14.0% -8.1% -8.8%
2001 -27.9% -8.9% 4.5% -10.0% -15.8%
2000 -26.8% -10.7% -1.7% -7.2% -10.1%
1999 99.6% 14.3% 11.5% 14.3% 37.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/10/1998
  • Share Class size141Mn
  • Base currencyJPY
  • ISIN IE0004384180

Purchase Info

  • Min. initial investment200,000
  • Min. regular additional investment0

Charges

  • Annual management1.15%
  • Initial investment4.5

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