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Schroder ISF Japanese Equity A Dis

Ranked 76 out of 284 in - Japan over 12 months
All calculations are in JPY unless stated

Managed by

Shogo Maeda

Shogo Maeda started his career as a sell-side analyst in Nomura Securities’ Institutional Research and Advisory Department. In 1987 he became a senior portfolio manager for Japanese and Asia Pacific equities at Nomura Investment Management and later went on to head up the Japanese equity group. Shogo joined Schroders in 1994 and is currently the chief investment officer of Asia Pacific equities including Japan and is responsible for the portfolio management teams based in Tokyo and Singapore.

Objective

The Fund aims to provide capital growth by investing in equity and equity related securities of Japanese companies.

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

Performance

Japan over : 31/07/2017 - 31/07/2018
  • Rank 76/284 Total Return
  • Rank 61/284 Standard Deviation
  • Rank 66/284 Max Drawdown
Fund Name Currency Return
75 BBVA Bolsa Indice Japon (Cubierto), FI

Currency exposure is hedged

Currency exposure is hedged

EUR

12.4%

76 Schroder ISF Japanese Equity A Dis JPY

12.4%

77 Legg Mason IF Martin Currie Japan Alpha A Acc JPY

12.3%

78 BICE Acciones Japon D JPY

12.3%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.6% 1.4%
2017 24.7% 0.3% 7.2% 6.4% 9.0%
2016 -1.4% -12.4% -7.3% 6.2% 14.3%
2015 10.4% 10.5% 6.1% -14.7% 10.4%
2014 6.4% -8.2% 6.0% 6.1% 3.0%
2013 51.0% 20.5% 8.9% 4.8% 9.8%
2012 19.2% 18.4% -9.8% -2.1% 14.1%
2011 -13.4% -0.6% 0.2% -11.6% -1.6%
2010 2.2% 9.6% -12.9% -2.1% 9.5%
2009 15.3% -8.0% 22.0% 1.9% 0.8%
2008 -46.6% -18.7% 9.5% -24.6% -20.3%
2007 -12.2% 0.0% 5.2% -6.9% -10.3%
2006 1.1% 6.4% -8.3% 0.5% 3.2%
2005 37.5% 2.4% 0.2% 18.7% 12.9%
2004 9.9% 11.0% 3.0% -6.0% 2.2%
2003 12.9% -7.3% 8.9% 9.2% 2.5%
2002 -17.0% 4.3% -5.3% -11.1% -5.4%
2001 -11.6% -1.0% 2.5% -15.8% 3.4%
2000 -17.5% 2.6% -3.5% -7.2% -10.2%
1999 45.6% 15.0% 12.8% 2.4% 9.7%
1998 -5.7% 7.6% -1.7% -13.3% 3.0%
1997 -7.1% -1.4% 15.5% -7.9% -11.4%
1996 -1.1% 4.1% 5.1% -3.7% -6.1%
1995 3.1% -17.0% -5.5% 21.3% 8.3%
1994 9.3% 6.4% 8.1% -5.1% 0.1%
1993 -5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Croatia
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Hong Kong
  13. Hungary
  14. Iceland
  15. Liechtenstein
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Poland
  21. Portugal
  22. Singapore
  23. Slovakia
  24. Spain
  25. Sweden
  26. Switzerland
  27. United Arab Emirates
  28. United Kingdom

Fund Info

  • Launch date02/08/1993
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0012050562

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5.00%

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