Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Dan Carter

Dan Carter

Showing manager performance in Luxembourg View performance globally

About Dan Carter

Dan Carter is a fund manager at Jupiter Fund Management. He joined the firm in 2008 and prior to this, he was a fund manager at Odey Asset Management on the Japanese equities team, having also worked at Baillie Gifford & Co, where he was an investment analyst for both the Japanese equities and UK large-cap equities teams. Dan has a degree in Economics and Economic History from Warwick University and is a CFA charterholder.

Are you Dan Carter?

Citywire Rating: A rated

2016

  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FRated Plus in Feb 2018
  • MNot rated in Mar 2018
  • ARated Plus in Apr 2018
  • MNot rated in May 2018
  • JRated A in Jun 2018

Performance

Equity - Japan
over : 31/05/2017 - 31/05/2018
Rank 12/106 Equity - Japan
Manager Return
10 Sean Lenihan 20.0%
11 Shintaro Harada 19.5%
12 Dan Carter 19.1%
13 Gregor Trachsel 18.2%
14 Kunio Tomiyama 17.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.9%
2017 13.2% 1.6% -0.1% 2.2% 9.1%
2016 3.5% -9.9% 2.7% 6.6% 4.9%
2015 22.8% 24.1% -0.3% -10.8% 11.3%
2014 7.7% -8.2% 7.0% 6.9% 2.6%
2013 0.1%

Related News

Japan equity veteran Somerville to exit Jupiter AM

Investment firm announces successor as regional specialist announces plans to depart after 11 years.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.