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Comgest Japan

Ranked 152 out of 288 in - Japan over 12 months
All calculations are in JPY unless stated

Managed by

Makoto Egami

Makoto Egami joined Comgest’s Tokyo office in 2013 as a Japanese equity analyst and is today a portfolio manager, identifying quality growth stocks for the Comgest Japan and Comgest Growth Japan funds. He started his career in 2001 at JP Morgan Chase in Tokyo as a credit analyst and went on to work for US‐based Taiyo Pacific Partners as an investment professional before moving on to Macquarie as a Japanese small‐mid cap analyst. Makoto also held the position of senior industry analyst at Google Japan. He graduated from Keio University with a BA in economics and holds an MBA from the Kellogg School of Management (USA), as well as the CMA from the Securities Analysts Association of Japan.

Richard Kaye

Richard Kaye joined Comgest in 2009 as an analyst and portfolio manager, bringing with him a wealth of experience in Japanese equities. Upon joining Comgest, he became co‐lead manager of the Comgest Japan and Comgest Growth Japan funds. Starting his career in 1994 as an analyst with the Industrial Bank of Japan, Richard joined Merrill Lynch in the same role in 1996. In 2005 he moved to the Wellington Management Company in Boston as a portfolio manager of Japanese TMT stocks. Richard graduated from Oxford University where he majored in oriental studies.

Chantana Ward

Chantana Ward joined Comgest in 1998. Based in Paris, she is an analyst and portfolio manager within the Japanese equity team and travels regularly to Japan to research companies and spend time with the Tokyo‐based team members. Chantana has been co‐leading the CG Nouvelle Asie fund since 2002 and also co‐leads the Comgest Growth Asia fund. Since 2008 she has been co‐lead on the Comgest Japan and Comgest Growth Japan funds. Chantana holds an MSc in finance from Baruch College’s Zicklin School of Business in New York, a dual diploma with The American University of Paris.

Objective

The fund aims to generate capital over a medium/long term horizon by investing in Japanese securities through a discretionary selection of large, medium and small capitalization companies, depending on specific characteristics of the enterprises. The fund is always invested and / or exposed by at least 60% of its assets in equities and reserves the right to hold debt securities and money market instruments by up to 20% of its net assets.

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

Performance

Japan over : 31/01/2016 - 31/01/2017
  • Rank 152/288 Total Return
  • Rank 63/288 Standard Deviation
  • Rank 22/288 Max Drawdown
Fund Name Currency Return
150 Threadneedle Japan Retail Net Acc GBP JPY

6.5%

151 Invesco Japanese Value Equity A Acc JPY JPY

6.5%

152 Comgest Japan JPY

6.4%

153 NN Japan Fund JPY

6.3%

154 LionGlobal Japan SGD JPY

6.3%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 0.7% -3.3% -2.9% -0.9% 8.1%
2015 19.0% 15.7% 4.3% -11.7% 11.7%
2014 10.2% -4.0% 2.3% 6.0% 5.9%
2013 57.4% 22.0% 10.9% 5.7% 10.0%
2012 16.2% 13.6% -7.8% -2.2% 13.5%
2011 -12.0% -3.8% 3.1% -8.6% -2.8%
2010 -2.0% 7.1% -14.2% -1.4% 8.2%
2009 6.4%
2005 7.2% 5.7% 18.8%
2004 9.1% 17.2% 6.0% -13.3% 1.3%
2003 48.6% -8.5% 21.6% 26.8% 5.4%
2002 -30.1% 4.9% -8.6% -16.4% -12.8%
2001 -16.3% -0.5% -1.1% -25.0% 13.5%
2000 -44.7% -8.7% -14.5% -12.2% -19.3%
1999 225.4% 46.5% 42.0% 25.9% 24.3%
1998 14.0% 8.9% 3.3% -6.1% 7.8%
1997 -21.5% -5.7% 14.3% -16.8% -12.5%
1996 -4.8% -11.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date10/05/1996
  • Share Class size95Mn
  • Base currencyEUR
  • ISIN FR0000281495

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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