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Polar Capital Japan Alpha R JPY Inc

Rang 26 von 105 in - Aktien - Japan über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Gerard Cawley

Born in Dublin and now based in London, Gerard Cawley is a fund manager at Polar Capital Partners. Cawley began his career at Polar Capital in 2005, after moving from Schroder Investment Management where he was an assistant fund manager. Cawley runs the firm’s Japanese equity funds with James Salter. The Polar Capital Japan Alpha fund focuses on mid to large cap companies and the team believes the value/GARP investment approach allows the fund to generate positive alpha consistently throughout the investment cycle. Outside of work, Cawley enjoys football, rugby and golf. He is a CFA charter holder and studied Business Studies at Dublin City University Business School.

James Salter

James Salter was born in London in 1965. He attended the University of Reading and the University of London where he studied Classics and Anthropology respectively. James began his career at F&C where he was assistant fund manager before joining Martin Currie as a director and fund manager for their Japanese funds. He later joined Schroders, and was senior fund manger for the Schroder Japan Growth Fund. He established the Japanese franchise at Bonfield Asset Management before he transferred to Polar Capital in 2001. James has over 19 years of investment experience and has helped establish the Japanese team at Polar Capital. He is a member of the CFA institute. Outside of fund management, James's interests include open water swimming and spending time with his family.

Anlageziel

The investment objective of the Fund is to achieve long term capital appreciation through investing primarily in equity securities of issuers that exercise a significant part of their economic activities in Japan or are organised under the laws of Japan

Performance

Aktien - Japan über : 31.10.2016 - 31.10.2017

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 29.09.2017 Jährlich Q1 Q2 Q3 Q4
2017 6,5% -1,8% 1,6%
2016 4,0% -16,7% -1,2% 14,9% 10,1%
2015 20,9% 19,3% 4,3% -15,0% 14,4%
2014 1,7% -10,6% 9,0% 3,9% 0,3%
2013 32,4% 15,1% 7,8% 4,0% 2,5%

Monatliche Performance

Rendite vs Risiko

Portfoliostruktur

Zusammensetzung

31.05.2017

Top 10 Positionen

Aktien Größe
JPY Cash 7,60
Mitsubishi UFJ Financial Group Inc ORD 4,13
Nippon Telegraph and Telephone Corp ORD 3,94
Sumitomo Mitsui Financial Group Inc ORD 3,24
Mitsui Fudosan Co Ltd ORD 2,50
Sumitomo Electric Industries Ltd ORD 2,38
Kyocera Corp ORD 2,31
Denso Corp ORD 2,30
Toyota Industries Corp ORD 2,20
NHK Spring Co Ltd ORD 2,15
31.05.2017

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Dänemark
  4. Finnland
  5. Frankreich
  6. Deutschland
  7. Guernsey
  8. Irland
  9. Italien
  10. Jersey
  11. Luxemburg
  12. Niederlande
  13. Norwegen
  14. Singapur
  15. Spanien
  16. Schweden
  17. Schweiz
  18. Vereinigtes Königreich

Information über den Fonds

  • Starttermin31.10.2012
  • Größe der Anteilsklasse8.580Mn
  • BasiswährungJPY
  • ISIN IE00B88S7N36

Kaufinformation

  • Mindestanlage (initial)0
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,35%

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)