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Schroder ISF Japanese Smaller Companies B Acc

Ranked 4 out of 9 in - Japanese Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Ayumi Kobayashi

Born in Japan, Ayumi Kobayashi holds an MBA from INSEAD. She is a CFA charterholder and chartered member of the Secutirty Analysts Association of Japan. Currently based in Tokyo, Ayumi started her career in fund management with a 10-year stint at Meiji Yasuda Life from 1989 to 1998. She transferred to Yasuda Asset Management in 1998 before joining Schroders in 2004. At Schroders Ayumi focuses on the Japanese small cap universe, adopting a ‘growth at a reasonable price’ investment strategy. She uses neither cash nor derivatives as a tactical part of his portfolio.

Objective

The Fund aims to provide capital growth by investing in equity and equity related securities of small-sized Japanese companies. The Fund invests at least two-thirds of its assets in equity and equity related securities of small-sized Japanese companies.

Showing fund performance in Portugal View performance globally

Performance

Japanese Small & Medium Companies over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% 4.4%
2017 27.8% 7.3% 3.6% 4.1% 10.4%
2016 5.8% -6.6% 6.4% 4.8% 1.6%
2015 34.8% 25.5% -0.3% -6.7% 15.4%
2014 9.7% -2.0% 7.6% 6.4% -2.3%
2013 19.5% 19.1% -3.5% 3.9% 0.1%
2012 3.7% 7.5% -0.2% 0.3% -3.6%
2011 -5.7% -11.0% 3.6% 4.8% -2.4%
2010 32.0% 15.9% 9.0% -8.2% 14.0%
2009 7.1% -12.0% 20.6% 6.1% -4.9%
2008 -22.2% -17.9% 1.3% -10.0% 3.9%
2007 -22.6% 1.5% -4.4% -10.2% -11.2%
2006 -25.6% -1.4% -14.8% -6.1% -5.7%
2005 50.0% 9.3% 6.2% 9.3% 18.3%
2004 24.0% 31.5% 3.5% -8.6% -0.3%
2003 12.1% -8.2% 4.3% 21.7% -3.8%
2002 -26.5% 1.6% -3.3% -14.4% -12.6%
2001 -8.9% 3.8% 12.8% -19.3% -3.5%
2000 -22.6% 7.8% -2.4% -2.4% -24.6%
1999 89.2% 24.6% 22.0% 16.6% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Gibraltar
  8. Greece
  9. Iceland
  10. Italy
  11. Korea
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Poland
  16. Portugal
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date13/10/1993
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0106243719

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment0

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