Invesco Perpetual Japan
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
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Rank 272/286 Total Return
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Rank 274/286 Standard Deviation
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Rank 273/286 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 270 | Aberdeen Japan Equity A Acc | JPY | 7.0% |
| 271 | Japon Accionario A | JPY | 6.9% |
| 272 | Invesco Perpetual Japan Acc | JPY | 6.4% |
| 273 | LUX IM Pictet Asian Equities DL Cap EUR | JPY | 6.1% |
| 274 | Invesco Japanese Equity Core A Annual Dist USD | JPY | 6.1% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 272 | Aramus (CH) Japan Fund A | JPY | 15.0 |
| 273 | Neptune Japan Equity Fund C GBP | JPY | 15.1 |
| 274 | Invesco Perpetual Japan Acc | JPY | 15.3 |
| 275 | Bankia Bolsa Japonesa Universal, FI | JPY | 15.3 |
| 276 | BICE Acciones Japon D | JPY | 15.4 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 271 | Invesco Japanese Equity Core A Annual Dist USD | JPY | -10.4% |
| 272 | Bankia Bolsa Japonesa Universal, FI | JPY | -10.6% |
| 273 | Invesco Perpetual Japan Acc | JPY | -10.7% |
| 274 | Kutxabank Bolsa Japon Estandar, FI | JPY | -10.8% |
| 275 | SAM Balanceado 5 SA de CV FIRV B1 | JPY | -10.8% |
| 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
- United Kingdom
Fund Info
- Launch date09/05/1988
- Share Class size312Mn
- Base currencyGBP
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ISIN GB0033028118
Purchase Info
- Min. initial investment500
- Min. regular additional investment20
Charges
- Initial investment5