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OYSTER Japan Opportunities N EUR HP PR

Ranked 37 out of 43 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 Portugal View performance globally

Performance

Japan over : 31/08/2017 - 31/08/2018
  • Rank 37/43 Total Return
  • Rank 8/43 Standard Deviation
  • Rank 37/43 Max Drawdown
Fund Name Currency Return
35 M&G Japan EUR A Acc EUR

6.2%

36 Schroder ISF Japanese Opportunities A Acc EUR

5.6%

37 OYSTER Japan Opportunities N EUR HP PR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.4%

38 F&C Japanese Equity A EUR EUR

5.1%

39 Amundi Funds II Japanese Equity C No Dis EUR EUR

4.7%

Fund Name Currency Risk
6 Amundi Funds II Japanese Equity C No Dis EUR EUR

8.5

7 Franklin Japan A (acc) JPY EUR

8.7

8 OYSTER Japan Opportunities N EUR HP PR

Currency exposure is hedged

Currency exposure is hedged

EUR

8.8

9 JPM Japan Select Equity D Acc JPY EUR

8.8

10 Jupiter JGF Japan Select L USD Acc EUR

8.9

Fund Name Currency Loss
35 Vontobel Fund Japanese Eq B YEN EUR

-6.1%

36 UBAM IFDC Japan Opportunities Equity RC JPY EUR

-6.4%

37 OYSTER Japan Opportunities N EUR HP PR

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.6%

38 JPM Japan Strategic Value D Acc JPY EUR

-6.6%

39 Schroder ISF Japanese Opportunities A Acc EUR

-6.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.2% 2.6%
2017 15.4% 1.1% 3.9% 4.1% 5.6%
2016 1.7% -9.5% -7.4% 5.3% 15.3%
2015 17.8% 11.5% 8.2% -10.4% 9.1%
2014 7.0% -7.5% 6.5% 4.8% 3.7%
2013 45.3% 17.6% 9.1% 6.2% 6.7%
2012 10.9% 14.1% -9.1% -4.6% 12.2%
2011 -16.4% -3.8% -2.5% -5.9% -5.3%
2010 -1.2% 8.0% -11.0% -5.6% 8.9%
2009 8.8% -1.8% 19.8% -2.1% -5.6%
2008 -26.9% -13.7% 10.3% -11.8% -13.0%
2007 -12.9% 3.5% 3.1% -8.9% -10.3%
2006 -0.9% 5.2% -6.5% 1.3% -0.5%
2005 12.7% 9.5%

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. Portugal
  9. Singapore
  10. Spain
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date09/06/2005
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU0204988546
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2.00%

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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).