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Invesco Perpetual Japan

Ranked 266 out of 285 in - Japan over 12 months
All calculations are in JPY unless stated

Managed by

Paul Chesson

Based in Henley-on-Thames, Paul Chesson is Head of Japanese Equities at Invesco Perpetual and is responsible for the management of a number of Japanese equity portfolios alongside fellow fund manager, Tony Roberts. Paul began his investment career in 1990 at Touche Remnant, specialising in Japanese Equities before joining Invesco Perpetual in 1993. He holds an MA in Law from Oxford University and is an associate member of the Association for Investment Management.

Tony Roberts

Tony Roberts is an equity manager at Invesco Perpetual having joined the company in 2000. Prior to joining Invesco Perpetual, Tony served as a fund manager at Clerical Medical between 1995 and 2000. Currently based in Henley-on-Thames, he holds a BSc in Mathematics from Southampton University and is a member of the CFA Society of the UK.

Objective

The fund aims to achieve capital growth in Japan. The fund intends to invest primarily in shares of companies in Japan, although it may include other Japanese related investments. In pursuing this objective, the fund managers may include investments that they consider appropriate which include transferable securities, money market instruments, warrants, collective investment schemes, deposits and other permitted investments and transactions.

Performance

Japan over : 31/03/2017 - 31/03/2018
  • Rank 266/285 Total Return
  • Rank 263/285 Standard Deviation
  • Rank 281/285 Max Drawdown
Fund Name Currency Return
264 United Japan Growth Fund JPY

8.6%
265 F&C Japanese Equity A EUR JPY

8.5%
266 Invesco Perpetual Japan Acc JPY

8.5%
267 Principal GI Japanese Equity I Acc USD JPY

8.4%
268 Principal Equity Fund - Japan Blue Chips JPY

8.1%
View full league table
Fund Name Currency Risk
261 JOHCM Japan B GBP JPY

12.8
262 BG SICAV Pictet Japanese Equities DL Cap EUR JPY

12.9
263 Invesco Perpetual Japan Acc JPY

13.0
264 Japan Deep Value Fund, FI JPY

13.1
265 Alma Eikoh Japan Large Cap Equity Fd I USD Hdg C

Currency exposure is hedged

Currency exposure is hedged

 USD

13.1
View full league table
Fund Name Currency Loss
279 Kutxabank Bolsa Japon Estandar, FI JPY

-10.3%
280 Laboral Kutxa Bolsa Japon, FI JPY

-10.6%
281 Invesco Perpetual Japan Acc JPY

-10.6%
282 TBF Japan Fund EUR JPY

-10.6%
283 ASPOMA Japan Opportunities Fund S JPY

-10.9%
View full league table

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.5%
2017 18.4% -0.1% 5.2% 2.6% 9.8%
2016 1.7% -8.9% -9.2% 3.7% 18.6%
2015 9.1% 10.0% 7.5% -13.7% 6.9%
2014 4.1% -10.1% 5.0% 5.1% 5.1%
2013 62.3% 22.4% 12.2% 6.3% 11.2%
2012 31.0% 29.1% -14.9% -10.5% 33.3%
2011 -29.4% -5.4% -3.2% -18.9% -5.0%
2010 -3.9% 11.3% -18.4% -6.1% 12.7%
2009 43.5% 8.1% 27.9% 0.9% 2.9%
2008 -42.1% -17.0% 8.2% -9.2% -28.9%
2007 -9.9% 3.3% -1.1% -7.6% -4.6%
2006 9.3% 4.6% -4.2% 3.9% 5.0%
2005 34.7% 1.6% -0.2% 11.0% 19.7%
2004 9.5% 7.9% 4.0% -3.6% 1.2%
2003 19.9% -6.1% 12.5% 10.4% 2.8%
2002 -10.8% 7.3% -0.5% -8.0% -9.2%
2001 -22.5% 3.8% 4.1% -23.5% -6.3%
2000 -23.5% -7.7% -1.8% -9.7% -6.4%
1999 71.0% 32.4% 18.8% 2.6% 6.0%
1998 2.1% 12.9% 3.0% -13.5% 1.6%
1997 -18.6% -3.3% 13.3% -11.5% -16.1%
1996 -11.2% 1.3% 6.0% -6.2% -11.9%
1995 -1.7% -20.5% -8.5% 22.8% 10.0%
1994 13.0% 15.6% 9.2% -7.2% -3.5%
1993 13.6% 10.3% 9.9% 6.0% -11.6%
1992 -14.1% -10.4% -4.3% -2.0% 2.1%
1991 1.7% 13.1% -2.4% 0.0% -7.9%
1990 -12.8% -0.5% 12.7% -26.3% 5.5%
1989 73.2% 7.8% 10.5% 30.3% 11.6%
1988 -8.4% 8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/05/1988
  • Share Class size344Mn
  • Base currencyGBP
  • ISIN GB0033028118

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Initial investment5

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