Fact sheet: Goodhart Partners MichnriJpEq

Fund information

Fund name
Goodhart Partners Michinori Japan Equity A JPY
Fund company manager
Lemanik Asset Management S.A
Fund type
SIB
Fund manager
Sean Lenihan
since 01/01/2013
Fund objective
The Sub-Fund aims to achieve significant capital growth over the long term (at least five years) through investing in a portfolio of Japanese equities. The relevant benchmark for assessing performance over the long term is the Tokyo Stock Exchange Tokyo Price Index (the “TOPIX”).
Benchmark
Topix
Investment style
-
Investment method
Shares

Quick stats

1 Year return

37.97 %

1 Year rank in sector

1/20

Sector

FO Equity - Asia Pacific inc Japan

Yield
-
Fund size

£ 9.8 b

FE Risk score

136

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund5.83 %15.02 %37.97 %43.4 %0 %
Sector2.31 %8.95 %17.97 %26.06 %54.7 %
Rank within sector1 / 214 / 211 / 202 / 17 /
Quartile th1 st1 st1 st1 st th

Calendar performance

YTD-20172016201520142013
Fund22.08 %-5.48 %19.79 %0 %0 %
Sector18.91 %7.48 %0.52 %2.92 %10.78 %
Rank within sector11 / 2119 / 191 / 18 / /
Quartile th3 rd4 th1 st th th

Risk statistics

Alpha7.1
Beta0.79
Sharpe0.53
Volatility16.37
Tracking error13.66
Information ratio0.35
R-Squared0.33

Price movement

52 week high1617.936
52 week low1141.715
Current bid price0
Current offer price0
Current mid price1613.92

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-