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Jupiter Japan Income Class I - Accumulation (GBP)

Sell:167.30p Buy:167.30p Change: 1.23p (0.73%)
Prices as at 26 November 2021
Sell:167.30p
Buy:167.30p
Change: 1.23p (0.73%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 26 November 2021
Sell:167.30p
Buy:167.30p
Change: 1.23p (0.73%)
Prices as at 26 November 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Japan is home to some of the best-known businesses on the planet. Toyota, Honda, Panasonic, and Nintendo to name a few. There are also lesser-known businesses with the potential to be the household names of tomorrow. But years of sluggish growth put people off investing in the country. Former Prime Minister, Shinzo Abe, introduced policies designed to stimulate the economy and reignite interest in Japan's markets. Investor sentiment began to change but after 8 years at the helm, he announced his retirement and was replaced by Yoshihide Suga in September 2020. Suga's appointment initially offered the promise of fresh and progressive government policies and continued economic support. His tenure was dominated by the pandemic and he faced criticism over how he handled the virus. After one year in office, he stepped down as Prime Minister and has been replaced by fellow Liberal Democratic Party (LDP) member Fumio Kishida.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

26/11/16 to 26/11/17 26/11/17 to 26/11/18 26/11/18 to 26/11/19 26/11/19 to 26/11/20 26/11/20 to 26/11/21
Annual return 17.66% -2.64% 19.95% 8.68% 10.58%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Launched in 1985 as a specialist boutique, Jupiter has grown to be one of the UK's most successful and respected investment management groups. Jupiter currently manages assets spread across a range of UK and offshore mutual funds, multi-manager products, hedge funds, institutional mandates and investment companies. Jupiter has gained a reputation for achieving outperformance across a broad variety of portfolios specialising in different markets, including UK equities, Europe and bonds.

Information about the fund

Fund manager biography

manager photo
Manager Name: Dan Carter
Manager start date: 1 May 2016
Manager located in: TBC

Dan Carter joined Jupiter in 2008. Dan has managed the Jupiter Japan Select SICAV since October 2013 and became the lead manager of the Jupiter Japan Income Fund in May 2016.

manager photo
Manager Name: Mitesh Patel
Manager start date: 31 January 2020
Manager located in: London, UK

Mitesh joined Jupiter in October 2016 and is a fund manager specialising in Japanese equities. He works alongside Dan Carter in the management of the Jupiter Japan Income Fund (Unit Trust) and the Jupiter Japan Select fund (SICAV). Mitesh began his investment career in 2006. Prior to joining Jupiter, Mitesh was a Japanese equity analyst at Barings Asset Management from 2009 and Investment Manager, Japanese Equities from 2013. Before joining Barings, Mitesh spent three years at BlackRock Investment Management on the Global Equities and UK Equities teams. Mitesh has a BSc in Investment & Financial Risk Management from Cass Business School and is a CFA® charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account