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BL Equities Japan B Cap

Ranked 25 out of 102 in - Japan over 12 months
All calculations are in CHF unless stated

Managed by

Steve Glod

Steve Glod joined Banque de Luxembourg's financial analysis and asset management department in 2001. Since 2011, he has been in charge of Japanese equity investments for the bank's fund range. Between 2005 and 2010, he was co-manager of US equity investments for the bank's fund range. Steve has a degree in Mechanical Engineering with a specialisation in business management, and a doctorate in technical sciences from the Swiss Federal Institute of Technology in Zurich (ETH Zurich). He obtained the CEFA (Certified EFFAS Financial Analyst) diploma in 2002.

Objective

To achieve a capital gain over the long term. The sub-fund invests a minimum of 75% of its net assets in equities of companies listed on regulated Japanese markets. The sub-fund may invest up to 10% of its net assets in UCITS and other UCIs. The sub-fund may also invest in money-market instruments, in money-market UCIs or UCIs investing in debt securities with a final or residual maturity of no more than 12 months, taking into account the underlying financial instruments, and debt securities whose interest rate is adjusted at least once a year, taking into account the related instruments.

Showing fund performance in Switzerland View performance globally

Performance

Japan over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.8%
2017 23.0% 4.3% 2.4% 3.6% 11.2%
2016 8.3% -3.6% 7.0% 6.5% -1.4%
2015 21.1% 11.6% -1.6% -5.6% 16.8%
2014 14.3% -1.2% 6.4% 7.0% 1.5%
2013 13.1% 12.0% 1.9% 2.2% -3.1%
2012 2.7% 2.5% 1.6% 1.7% -3.0%
2011 10.5% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date28/06/2011
  • Share Class size7,865Mn
  • Base currencyJPY
  • ISIN LU0578148453

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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