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Vitruvius Japanese Equity B JPY

Ranked 186 out of 285 in - Japan over 12 months
All calculations are in JPY unless stated

Managed by

Mattia Nocera

Mattia Nocera attended Brown University and the Stern School of Business where he gained a BA in economics and an MBA in finance respectively. He is currently the CEO of Belgrave Capital Management where he has been working for over a decade. He is lead manager on their Vitruvius SICAV, a range of long only multi-portfolio, multi-advisor funds. Prior to joining Belgrave Capital he worked for 10 years at the Bankers Trust Company both in London and over the Atlantic in New York. He also held the position of director of BT Securities Limited.

Objective

The objective of the Portfolio is to provide long term capital growth. The Portfolio is managed on a discretionary basis and invests primarily in equities and securities linked to equities in a range of companies located in, or deriving a predominant part of their economic activity from, Japan.

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

Performance

Japan over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8% 1.2% 1.9%
2017 20.3% -0.7% 6.2% 4.1% 9.6%
2016 -6.4% -15.2% -7.6% 2.2% 16.8%
2015 4.2% 5.9% 6.4% -13.5% 6.9%
2014 3.6% -9.8% 5.4% 2.9% 5.8%
2013 49.4% 21.5% 8.4% 6.5% 6.4%
2012 18.1% 17.0% -10.8% -5.3% 19.4%
2011 -16.0% 1.2% -2.7% -10.5% -4.6%
2010 1.6% 9.9% -16.2% 0.3% 10.0%
2009 7.5% -8.9% 21.6% -3.0% 0.0%
2008 -39.6% -14.9% 5.3% -19.3% -16.4%
2007 -12.7% 1.6% 6.3% -7.5% -12.5%
2006 4.5% 6.4% -8.8% 2.0% 5.6%
2005 47.8% 2.7% -0.5% 22.5% 18.0%
2004 9.3% 16.0% 0.0% -9.5% 4.1%
2003 45.2% -5.8% 15.2% 26.7% 5.5%
2002 -19.8% 1.9% -2.9% -10.2% -9.7%
2001 -13.6% -0.9% 4.1% -19.5% 4.1%
2000 -7.7% 2.6% 5.9% -6.9% -8.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Spain
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date29/10/1999
  • Share Class size11,976Mn
  • Base currencyJPY
  • ISIN LU0103754957

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management2.50%

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