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Comgest Growth Japan JPY Acc

Ranked 1 out of 71 in - Japan over 12 months
All calculations are in EUR unless stated

Managed by

Makoto Egami

Makoto Egami joined Comgest’s Tokyo office in 2013 and is an analyst and portfolio manager within the Japanese equity team, identifying quality growth stocks for the strategy. He started his career in 2001 at JP Morgan Chase in Tokyo as a credit analyst and went on to work for US-based Taiyo Pacific Partners as an investment professional before moving on to Macquarie as a Japanese small-mid cap analyst. Egami also held the position of senior industry analyst at Google Japan. He graduated from Keio University with a BA in economics and holds an MBA from the Kellogg School of Management (USA), and holds a CMA from the Securities Analysts Association of Japan.

Richard Kaye

Richard Kaye joined Comgest in 2009 as an analyst and portfolio manager, bringing with him a wealth of experience in Japanese equities. Upon joining Comgest, he became co-lead of Comgest’s Japan equity strategy. Starting his career in 1994 as an analyst with the Industrial Bank of Japan, Kaye joined Merrill Lynch in the same role in 1996. In 2005 he moved to the Wellington Management Company in Boston as a portfolio manager of Japanese TMT stocks. Kaye graduated from Oxford University, where he majored in oriental studies.

Chantana Ward

Chantana Ward joined Comgest in 1998. Based in Paris, she is an analyst and portfolio manager within the Japanese equity team and she travels regularly to Japan to research companies and spend time with the Tokyo-based team members. Ward co-leads funds within Comgest’s Asia ex Japan, Asia including Japan and Japan equity strategies and has been an important contributor to the development of these strategies. Ward holds an MSc in finance from Baruch College’s Zicklin School of Business in New York, a dual diploma with The American University of Paris.

Objective

The investment objective of the Japan Fund is to create a professionally managed portfolio consisting of what, in the opinion of the Investment Manager, are high quality long-term growth companies having their headquarters or carrying out their predominant activities in Japan.

Showing fund performance in Netherlands View performance globally

Performance

Japan over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 6.1% 3.1% 4.6%
2017 21.0% 6.4% 0.2% 3.3% 9.9%
2016 6.5% -1.2% 9.6% -0.4% -1.3%
2015 33.1% 30.5% -1.4% -9.4% 14.2%
2014 13.7% -0.8% 5.8% 6.2% 2.2%
2013 25.9% 14.3% 4.1% 4.0% 1.7%
2012 4.2% 4.5% 1.3% -0.2% -1.5%
2011 -6.1% -11.3% 1.5% 4.4% -0.1%
2010 20.7% 12.5% 0.4% -6.0% 13.7%
2009 6.0% -12.9% 11.0% 8.0% 1.6%
2008 -36.2% -20.4% 1.2% -15.2% -6.7%
2007 -20.3% 0.8% -2.1% -5.4% -14.7%
2006 -13.1% 1.2% -9.8% -1.8% -3.0%
2005 42.9% 5.6% 4.2% 11.8% 16.2%
2004 1.7% 14.2% -0.7% -10.8% 0.6%
2003 -2.1% -12.5% 7.1% 12.1% -6.8%
2002 -25.7% -1.6% -3.1% -14.4% -8.8%
2001 -22.6% -2.3% 5.4% -19.5% -6.6%
2000 7.8% -21.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2018

Top 10 Holdings

Stock Size
JPY Cash 7.32%
Pola Orbis Holdings Inc ORD 4.40%
Nidec Corp ORD 3.62%
Fast Retailing Co Ltd ORD 3.41%
Sysmex Corp ORD 3.21%
Kose Corp ORD 3.18%
Start Today Co Ltd ORD 3.16%
Don Quijote Holdings Co Ltd ORD 3.16%
Pigeon Corp ORD 2.97%
Hikari Tsushin Inc ORD 2.85%
31/05/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date19/05/2000
  • Share Class size18,925Mn
  • Base currencyJPY
  • ISIN IE0004767087

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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