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Invesco Japanese Equity Advantage A Acc JPY

classificato 24 su 78 di - Giappone su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Tadao Minaguchi

Tadao Minaguchi was born in Japan in 1969. He studied at Keio University where he graduated with a Masters in Law, and is also a member of the Chartered Security Analysts Association of Japan. He joined Invesco Japan in 2010 and has 16 years of investment experience. Prior to that, he worked for Morgan Stanley where he launched and managed the Japanese Equity Advantage Strategy. Before being appointed as a portfolio manager, he served as a research analyst covering non-manufacturing sectors such as retails, services and financials and then switched his coverage to manufacturing sectors such as automobiles, machinery and electric appliance. Prior to joining the firm, he was a member of the investment banking department at JP Morgan. He currently runs Invesco Japanese Equity Advantage Fund which is a sub fund of Invesco Funds II. He describes his investment style as bottom-up with no style or capitalisation bias.

Obiettivo

The investment objective of the Fund is to seek long term capital appreciation, measured in Yen, through investment primarily in the equity securities of companies domiciled in or exercising the predominant part of their economic activity in Japan and which are listed on any exchanges or over the counter markets. The Fund will invest in companies who make advantageous use not only of their capital but also of their intangible assets. The Fund may also invest, on an ancillary basis, in debt securities convertible into common shares and other equity linked instruments.

Performance

Giappone su un periodo di : 30/06/2017 - 30/06/2018

Rendimento totale

Performance trimestrale

a 30/06/2018 Annuale T1 T2 T3 T4
2018 -1,9% 4,5%
2017 14,1% 6,5% 0,0% -0,6% 7,8%
2016 8,3% -6,4% 6,5% 4,9% 3,6%
2015 21,7% 24,1% -3,1% -11,9% 14,8%
2014 12,6% -0,3% 4,2% 5,5% 2,7%
2013 18,5% 17,6% -0,2% 4,6% -3,4%
2012 9,4% 6,2% 0,1% 2,2% 0,7%
2011 0,5% -9,2% 0,7% 10,0% -0,1%
2010 23,9% 14,6% 3,3% -7,5% 13,2%
2009 4,3% -12,0% 15,1% 9,4% -5,8%
2008 -12,4% -12,5% 1,8% -3,5% 1,9%
2007 -12,4% 0,0% -0,8% -7,3% -4,7%
2006 -3,4% -0,7%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Chile
  4. Danimarca
  5. Finlandia
  6. Francia
  7. Germania
  8. Grecia
  9. Maglione
  10. Hong Kong
  11. Irlanda
  12. Italia
  13. Jersey
  14. Lussemburgo
  15. Macau
  16. Paesi Bassi
  17. Norvegia
  18. Portogallo
  19. Singapore
  20. Spagna
  21. Svezia
  22. Svizzera
  23. Taiwan
  24. Regno Unito

Informazioni sul fondo

  • Inizio collocamento30/09/2011
  • Dimensione share class4.960Mn
  • Valuta di baseJPY
  • ISIN LU0607514717

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo120.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,40%
  • Investimento iniziale1,4

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La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).