Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Legg Mason IF Japan Equity A GBP Acc

Ranked 127 out of 139 in - Japan over 12 months
All calculations are in GBP unless stated

Managed by

Hideo Shiozumi

Japanese specialist and tennis fan Hideo Shiozumi aims to fill his portfolios with companies which offer high growth over the medium term. He also likes to have a decent selection of small-caps in his funds and prefers these to be in the retail and distribution sectors. His only UK fund is the Legg Mason Japan Equity fund which has a concentrated portfolio of 30-40 holdings. Performance of the fund can be very volatile in the short term but in the medium to long term the results have been very impressive and justified this bumpy ride. Shiozumi aims to maximise performance during good stockmarket periods and minimise his losses in bear phases. Born in Japan on 23 December 1943, Shiozumi chose to study in the US and gained a BA in Economics from Guilford College, Greensboro. He is a veteran of the fund industry and draws on over 33 years’ experience. His career started out when he joined Robert Fleming as an investment analyst in 1970. He spent 12 years with the group, rising to portfolio manager, before his ambition led him to set up his own company Shiozumi & Co (now Shiozumi Asset Management) where he is the president.

Objective

To achieve capital growth through investment in securities of Japanese companies. The Fund seeks to achieve its objective by investing principally in the securities of Japanese companies, which have above average growth prospects relative to the shares of Japanese companies as a whole

Showing fund performance in United Kingdom View performance globally

Performance

Japan over : 31/03/2018 - 31/03/2019
  • Rank 127/139 Total Return
  • Rank 138/139 Standard Deviation
  • Rank 132/139 Max Drawdown
Fund Name Currency Loss
130 Konwave Japan Opportunities Fund C GBP

-21.1%

131 Tiburon Taiko D GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-21.2%

132 Legg Mason IF Japan Equity A GBP Acc GBP

-21.4%

133 UBAM Angel Japan Small Cap Equity APC JPY GBP

-21.4%

134 Probus Inv Fund UCITS Saisei Japan Equity A JPY C GBP

-21.6%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.5%
2018 -10.8% 10.6% 0.4% 1.8% -21.1%
2017 35.7% 4.7% 8.8% 6.8% 11.6%
2016 28.7% 20.6% 22.0% -1.4% -11.3%
2015 49.4% 16.8% 4.0% 1.4% 21.2%
2014 -1.4% -5.7% 2.5% 4.1% -1.9%
2013 63.7% 45.1% 6.0% 15.2% -7.6%
2012 8.6% -7.9% 8.1% 7.4% 1.5%
2011 27.1% 2.6% 12.7% 15.2% -4.6%
2010 19.9% 6.8% 0.8% -4.7% 16.8%
2009 -11.7% -18.6% 8.0% 17.2% -14.3%
2008 -11.5% -12.1% -12.8% -7.2% 24.4%
2007 -34.3% -6.9% -17.3% -16.8% 2.7%
2006 -50.6% -11.3% -23.3% -14.8% -14.7%
2005 69.9% 11.5% 8.3% -2.5% 44.2%
2004 28.4% 32.9% 22.9% -21.9% 0.6%
2003 52.6% -3.2% 5.7% 41.0% 5.8%
2002 -21.9% -4.2% 7.9% -11.5% -14.7%
2001 -16.4% -2.2% 8.6% -21.5% 0.4%
2000 -42.4% -2.3% -9.2% -12.1% -26.1%
1999 293.3% 63.3% 38.7% 40.3% 23.8%
1998 35.4% 9.6% 2.9% -11.1% 34.9%
1997 -37.1% -7.9% 14.5% -27.8% -17.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Nihon M&A Center Inc ORD 8.29%
PeptiDream Inc ORD 7.78%
Don Quijote Holdings Co Ltd ORD 6.28%
M3 Inc ORD 5.75%
Nintendo Co Ltd ORD 4.91%
GMO Payment Gateway Inc ORD 4.29%
Benefit One Inc ORD 3.65%
SMS Co Ltd ORD 3.56%
En-Japan Inc ORD 3.54%
ZOZO Inc ORD 3.35%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/10/1996
  • Share Class size88Mn
  • Base currencyGBP
  • ISIN GB0033507467

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

Related News

ISA season: the funds and stocks topping the charts

Sales figures from major platforms show investors continuing to shun UK funds, while dividends dominate stock choices.

How did FCA decide on the 'closet tracker 64'?

The FCA draws line between active and passive, but has failed to tell us where that line is or who is at fault.

ISA season: 10 top traded funds in March

The Share Centre has revealed the top 10 traded funds in the final month of the financial season.

Profile: updating the UK's oldest bank for the 21st century

Over a 344-year history the UK’s oldest bank, C Hoare & Co, has garnered a reputation as one of the country’s more exclusive financial institutions.

City Financial's Harris buys Hideo Shiozumi for 'substantial' Japan rise

Mark Harris believes Legg Mason's A-rated fund manager is the best option for Japan and explains why he's bullish on equities.  

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