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Franklin Japan A (acc) EUR

Ranked 10 out of 17 in - Japan over 12 months
All calculations are in EUR unless stated

Managed by

Stephen Dover

Stephen Dover graduated from Lewis and Clark College in Portland, Oregon with a BA degree in communications and business administration. He went on to graduate from The Wharton School of the University of Pennsylvania with an MBA in finance. Stephen is currently the managing director and international chief investment officer of Franklin Global Advisors and also oversees and manages Asian equity growth products. Prior to his current role he was founder and CIO of Bradesco Templeton Asset Management and before joining Franklin Templeton in 1997 he was a portfolio manager and principal at Newell Associates. Before this he worked for Towers Perrin Consulting in New York. Stephen is a Chartered Financial Analyst and a Certified Financial Planner.

Purav A. Jhaveri

Purav Jhaveri graduated from the Univeristy of Bombay with a bachelor of commerce degree and from the Narsee Monjee Institute of Management Studies, University of Bombay with a master’s degree in management and has an MBA from the Wharton School of the Univeristy of Pennsylvania. He started his career as a research analyst with Unit Trust of India and then joined ANZ Grindlays Bank where he was an investment advisor and research analyst. Purav then joined Franklin Templeton where he started working as a portfolio manager and research analyst in Mumbai, India. He is currently a senior vice president and investment strategist/portfolio manager in Franklin Templeton’s Local Asset Management Group. Purav is a Chartered Financial Analyst (CFA) and also holds the Financial Risk Manager (FRM) certification from the Global Association of Risk Professionals.

Objective

The Fund's investment objective is capital appreciation. The Fund seeks to achieve its objective through a policy of investing primarily in equity securities of issuers incorporated or having their principal business activities in Japan. In addition, the Fund may also seek investment opportunities in other types of securities such as preferred stocks, securities convertible into common stocks, and corporate and government debt obligations which are Japanese yen and non- Japanese yen denominated.

Showing fund performance in Liechtenstein View performance globally

Performance

Japan over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7% 0.4%
2017 10.9% 2.2% -1.6% 1.0% 9.1%
2016 0.2% -12.2% 2.2% 4.8% 6.6%
2015 24.4% 26.0% 0.7% -12.1% 11.5%
2014 6.2% -7.6% 7.6% 6.9% 0.0%
2013 19.8% 13.5% 2.5% 2.0% 1.0%
2012 5.4% 5.9% -0.7% -0.7% 0.9%
2011 -9.6% -9.6% 0.5% 1.0% -1.5%
2010 21.0% 12.9% 1.0% -6.6% 13.6%
2009 -9.3% -21.5% 14.6% 0.5% 0.3%
2008 -32.8% -18.4% 0.2% -9.2% -9.5%
2007 -17.0% 2.3% 0.4% -3.1% -16.7%
2006 -16.5% -3.4% -13.7% -0.4% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Latvia
  17. Liechtenstein
  18. Lithuania
  19. Luxembourg
  20. Netherlands
  21. Norway
  22. Peru
  23. Poland
  24. Portugal
  25. Singapore
  26. Slovakia
  27. Slovenia
  28. South Africa
  29. Spain
  30. Sweden
  31. Switzerland
  32. United Kingdom

Fund Info

  • Launch date25/10/2005
  • Share Class size07Mn
  • Base currencyUSD
  • ISIN LU0231790675

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1.00%

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