Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Register for email alerts
You're only seeing a fraction of our data
Registration is free and easy and gives you unlimited access to:
  • Over 15,000 full fund manager factsheets and career histories
  • Email updates covering the best performing fund managers
  • All the latest fund manager job moves
  • Investment analysis and our award winning editorial content
Register Sign in

Invesco Perpetual Japan

Ranked 163 out of 284 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 : 31/08/2017 - 31/08/2018
  • Rank 163/284 Total Return
  • Rank 269/284 Standard Deviation
  • Rank 264/284 Max Drawdown
Fund Name Currency Return
161 Pendal Japanese Share JPY

7.8%
162 Schroder Tokyo A Acc JPY

7.8%
163 Invesco Perpetual Japan Acc JPY

7.7%
163 JOHCM Japan B GBP JPY

7.7%
165 Candriam Equities L Japan D Dis JPY

7.6%
View full league table
Fund Name Currency Risk
267 Fidelity Inst Japan Acc JPY

14.6
268 JOHCM Japan B GBP JPY

14.7
269 Invesco Perpetual Japan Acc JPY

14.7
270 Aramus (CH) Japan Fund A JPY

15.0
271 Danske Invest Japanese Equity G JPY

15.2
View full league table
Fund Name Currency Loss
262 EI Sturdza Nippon Growth (UCITS) Fund A JPY

-11.2%
263 NEF - Pacific Equity R JPY

-11.3%
264 Invesco Perpetual Japan Acc JPY

-11.5%
265 Schroder ISF Japanese Opportunities A Acc JPY

-11.5%
266 Essor Japon Opportunites JPY

-11.5%
View full league table

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -8.5% -1.0%
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

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Honda Motor Co Ltd ORD 6.41%
Inpex Corp ORD 6.31%
Sumitomo Mitsui Financial Group Inc ORD 6.24%
Mitsubishi UFJ Financial Group Inc ORD 6.19%
Sumitomo Mitsui Trust Holdings Inc ORD 5.12%
Toyota Motor Corp ORD 4.72%
Minebea Mitsumi Inc ORD 4.53%
Mitsubishi Estate Co Ltd ORD 4.39%
Hitachi Metals Ltd ORD 4.20%
Japan Post Holdings Co Ltd ORD 3.72%
31/07/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/05/1988
  • Share Class size316Mn
  • Base currencyGBP
  • ISIN GB0033028118

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment20

Charges

  • Initial investment5.00%

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