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JPMorgan Japan Smaller Company (Yen) Fund

Ranked 3 out of 15 in - Japanese Small & Medium Companies 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.

Eiji Saito

Objective

The Fund is aim to provide investors with long-term capital growth through investment primarily in the shares of small to medium sized Japanese companies. The Fund may also invest in derivatives such as forward contracts, options, warrants and futures for investment purposes and may under limited circumstances as considered appropriate by the Manager and the Investment Manager, hold substantial amounts of its portfolio in cash and cash based instruments.

Showing fund performance in Singapore View performance globally

Performance

Japanese Small & Medium Companies over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 5.8% -4.1%
2017 49.5% 7.0% 10.9% 9.5% 15.0%
2016 -0.6% 1.4% 6.3% -0.1% -7.7%
2015 17.7% 14.0% 1.6% -7.6% 10.0%
2014 -2.9% -5.7% 6.6% -1.6% -1.8%
2013 47.7% 21.3% 7.9% 13.8% -0.8%
2012 -2.5% -1.1% -4.6% 4.6% -1.2%
2011 -4.5% -2.7% 4.0% 0.0% -5.5%
2010 0.1% 10.3% -12.5% -3.7% 7.8%
2009 1.5% -25.5% 31.3% 9.0% -4.9%
2008 -35.4% -11.9% -5.0% -24.1% 1.8%
2007 -9.2% 3.4% 1.1% 3.6% -16.1%
2006 -32.7% -9.8% -15.5% -8.2% -3.8%
2005 66.9% 6.5% 0.4% 6.0% 47.2%
2004 10.2% 21.2% 7.3% -22.9% 9.9%
2003 58.9% -5.4% 18.5% 34.3% 5.7%
2002 -20.5% -4.4% 12.8% -14.6% -13.7%
2001 -19.2% -0.8% 6.3% -18.7% -5.8%
2000 -74.8% -22.6% -41.6% -19.6% -30.7%
1999 592.1% 44.4% 74.5% 76.7% 55.4%
1998 30.8% 3.9% 4.0% -2.3% 23.9%
1997 -46.0% -15.6% 23.9% -28.0% -28.3%
1996 -20.7% -0.3% 6.8% -10.2% -17.1%
1995 -11.4% -16.0% -8.9% 15.2% 0.5%
1994 15.1% 24.3% 17.2% -12.2% -10.0%
1993 25.7% 19.4% 16.1% 10.2% -17.8%
1992 -27.7% -16.3% -5.9% -5.6% -2.8%
1991 6.3% 17.0% 7.9% -7.2% -9.3%
1990 -19.8% -13.6% 22.5% -18.0% -7.5%
1989 78.2% 10.0% 0.2% 39.9% 15.6%
1988 10.7% 14.0% -1.3% -11.8% 11.6%
1987 36.2% 5.2% 17.4% 11.1% -0.8%
1986 29.8% 15.0% 23.6% -10.0% 1.6%
1985 25.3% 3.9% -11.4% 10.4% 23.3%
1984 9.0% 21.8% -19.8% 9.8% 1.6%
1983 81.8% 9.9% 28.8% 13.6% 13.1%
1982 4.2% -22.0% 5.1% -0.6% 27.8%
1981 -0.1% 9.2% -9.3% -10.4% 12.6%
1980 7.1% 13.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Hong Kong
  3. Macau
  4. Singapore
  5. Taiwan

Fund Info

  • Launch date05/06/1980
  • Share Class size9,804Mn
  • Base currencyUSD
  • ISIN HK0000055696

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment1,000

Charges

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

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