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LionGlobal Japan SGD

Ranked 107 out of 284 in - Japan over 12 months
All calculations are in JPY unless stated

Managed by

Wee Ban Yew

Wee Ban Yew has worked at Lion Global Investors as the Head of Japanese equities since 2000. Prior to joining Lion Global, Yew was an Assistant Manager of Investments at DBS Asset Management for four years, having previously spent four years at the audit firm KPMG. Yew runs his funds with a value and growth investment style and believes a bull market is the best environment for his funds to deliver good returns. Yew was educated at Nanyang Technological University, receiving a degree in Accountancy and is a CFA Charter Holder.

Objective

The Fund aims for medium to long-term capital appreciation by investing in Japanese equities and equity-related instruments.

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

Performance

Japan over : 31/08/2017 - 31/08/2018
  • Rank 107/284 Total Return
  • Rank 152/284 Standard Deviation
  • Rank 119/284 Max Drawdown
Fund Name Currency Return
105 Barclays GA - Japan M Inc JPY JPY

9.8%

106 Skandia Japan Exponering JPY

9.7%

107 LionGlobal Japan SGD JPY

9.7%

108 Fidelity Japan Acc JPY

9.6%

109 PIGUET FUND - Actions Japon JPY

9.5%

Fund Name Currency Loss
117 LBPAM Actions Japon JPY

-7.2%

118 Select Equities Japan Multi Management C JPY JPY

-7.3%

119 Nomura Funds Ireland-Japan Strategic Value I JPY JPY

-7.3%

119 LionGlobal Japan SGD JPY

-7.3%

121 Pinebridge Global Funds - Japan New Horizon Eq Y JPY

-7.3%

121 Orbis Japan Equity USD

Currency exposure is hedged

Currency exposure is hedged

USD

-7.3%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.1% 0.3%
2017 25.2% 0.2% 7.3% 6.0% 9.8%
2016 -1.5% -12.8% -6.9% 6.2% 14.3%
2015 9.5% 9.4% 5.6% -13.6% 9.7%
2014 8.5% -8.6% 4.8% 6.7% 6.2%
2013 56.4% 22.0% 9.5% 6.5% 9.9%
2012 20.0% 18.3% -10.0% -3.4% 16.7%
2011 -19.6% -3.4% -2.3% -12.4% -2.8%
2010 0.3% 7.2% -14.6% -0.1% 9.6%
2009 21.4% -4.7% 22.4% 0.7% 3.2%
2008 -48.9% -20.4% 10.4% -21.5% -25.8%
2007 -15.2% -1.3% 4.5% -7.2% -11.5%
2006 3.7% 6.2% -8.6% 2.1% 4.7%
2005 52.9% 2.3% 2.5% 21.2% 20.3%
2004 9.5% 13.0% 2.1% -8.6% 3.8%
2003 34.9% -5.7% 15.2% 15.5% 7.5%
2002 -19.4% 4.1% -5.0% -10.7% -8.6%
2001 -15.3% 6.5% -1.8% -22.6% 4.8%
2000 -16.3% 4.1% -4.6% -4.7% -11.6%
1999 2.5% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore
  2. Taiwan

Fund Info

  • Launch date18/06/1999
  • Share Class size08Mn
  • Base currencySGD
  • ISIN SG9999002315

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.25%
  • Initial investment5.00%

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