Fund
FACT BOX
MANAGERS : Dan Carter & Mitesh Patel / LAUNCHED : 15 / 09 / 2005 / FUND SIZE : £ 915m / OCF : 0.98 %
CROWN RATING
performance relative to the Topix , such as during rallies driven by riskier stocks , the emphasis on steadfast businesses ought to work well during falling markets . “ We consider this fund to be an attractive long- term choice for investors seeking broad exposure to some of Japan ’ s leading companies ,” Square Mile said .
Lipski added : “ The balanced approach to portfolio construction should lead to strong performance through the market cycle .” Jupiter Japan Income has made 149.2 % over the past 10 years , compared with gains of 124.5 % from its IA Japan sector and 122.3 % from its Topix benchmark . It is currently yielding 2.4 %.
Performance of fund vs sector and index over 10yrs
Jupiter Japan Income ( 149.2 %)
IA Japan ( 124.5 %)
Topix ( 122.3 %)
250 % |
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200 % |
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150 % |
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100 % |
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50 % |
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0 % |
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-50 % |
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Jul12 |
Jul13 |
Jul14 |
Jul15 |
Jul16 |
Jul17 |
Jul18 |
Jul19 |
Jul20 |
Jul21 |
Source : FE Analytics
Issue 86 - July 2022 / 43 /