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SuMi TRUST Japan Quality Growth A JPY

Ranked 42 out of 285 in - Japan over 12 months
All calculations are in JPY unless stated

Managed by

Tatsuya Suzuki

Tatsuya Suzuki joined SuMi TRUST in 1995, becoming a portfolio manager for Japanese equities in 2005. He launched the Japan Quality Growth strategy in 2015 as he was convinced that the change in Japanese companies’ attitudes to improving return on equity would provide further investment opportunities. Suzuki is a graduate of Waseda University with a BA in law. He is a Chartered Member of the Securities Analysts Association of Japan and was a member of the corporate disclosure study group within the Securities Analysts Association of Japan from 2006 to 2010.

Objective

The investment objective of the Sub-Fund is to provide investors with long term capital appreciation through investment in equity securities listed on the Recognised Exchanges in Japan. The investment objective will be achieved by investing primarily in a portfolio of equities or equity related securities which are listed or traded on Recognised Exchanges in Japan. The Sub-Fund may gain exposure to equities through investing directly in long only equities. The Sub-Funds investments will not be restricted to any industry or sector.

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

Performance

Japan over : 30/09/2017 - 30/09/2018
  • Rank 42/285 Total Return
  • Rank 43/285 Standard Deviation
  • Rank 26/285 Max Drawdown
Fund Name Currency Return
40 Swedbank Robur Japanfond JPY

14.4%

41 Star IENA JPY

14.3%

42 SuMi TRUST Japan Quality Growth A JPY JPY

14.3%

43 RBC Japanese Equity Sr A JPY

14.2%

44 BCV Japac (JPY) A JPY

14.1%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% 1.1% 4.4%
2017 24.1% 0.9% 6.0% 4.9% 10.6%
2016 -3.4% -10.5% -2.2% 2.7% 7.5%
2015 -12.5% 10.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. Singapore
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date01/06/2015
  • Share Class size2,430Mn
  • Base currencyJPY
  • ISIN IE00BXC8H450

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.10%

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