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OYSTER Japan Opportunities C JPY PR

Ranked 75 out of 115 in - Japan over 12 months
All calculations are in EUR unless stated

Managed by

Joël Le Saux

Joël Le Saux is the portfolio manager of Oyster Japan Opportunities since February 2013. Joël is a seasoned investor in Japanese equities with two decades of experience. Prior to SYZ Asset Management, he managed funds at Lazard and Credit Suisse Asset Management. His investment style is based on active stock picking driven by valuations. The fund’s sector and style allocations are balanced versus the Japanese broad market, the only way to weather all market conditions according to Joël.

Objective

The objective of this Sub-fund is to provide its investors with capital growth; at least two thirds of the Sub-funds assets are invested at all times in equities and other similar instruments issued by companies having their registered office in Japan.

Showing fund performance in Luxembourg View performance globally

Performance

Japan over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6% 4.1%
2017 6.5% 4.7% -3.0% 0.6% 4.2%
2016 10.5% -7.1% 4.8% 5.9% 7.0%
2015 32.4% 25.8% 2.4% -8.2% 11.9%
2014 8.1% -5.3% 9.1% 5.1% -0.4%
2013 17.5% 11.7% 3.3% 3.7% -1.8%
2012 -1.1% 4.7% -1.5% -3.2% -1.0%
2011 -8.4% -10.0% -1.8% 5.5% -1.9%
2010 20.8% 14.0% 2.8% -9.5% 13.9%
2009 3.4% -5.7% 16.7% 1.7% -7.7%
2008 -7.1% -11.0% 3.8% -2.4% 3.1%
2007 -17.1% 3.0% -2.7% -7.9% -10.2%
2006 -12.9% 2.4% -8.8% -1.3% -5.5%
2005 4.6% 10.8% 7.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date31/03/2005
  • Share Class size4,036Mn
  • Base currencyJPY
  • ISIN LU0204987902

Purchase Info

  • Min. initial investment0
  • 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).