MoneyAM Fund Centre

Quick Stats

Fund Objective

Objective: The objective of the Fund is to provide income together with the prospect of capital growth in order to provide a return, net of fees, higher than that provided by the TOPIX Index over the long term (at least five years). Policy: At least 70% of the Fund is invested in shares of companies based in Japan. Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Fund Managers

Dan Carter

Dan joined Jupiter in 2008 and is a fund manager specialising in Japanese equities as part of the Global team. He manages the Jupiter Japan Income Fund (Unit Trust) and the Jupiter Japan Select fund (SICAV). Before joining Jupiter, Dan was a fund manager at Odey Asset Management on the Japanese equities team and before that was at Baillie Gifford & Co, where he was an investment analyst for both the Japanese equities and UK Large-Cap Equities teams. Dan has a degree in Economics and Economic History from Warwick University and is a CFA charterholder.

Mitesh Patel

Mitesh started his career in 2006 as an Equities Analyst at BlackRock Investment Management. He joined Baring Asset Management in 2009 and worked for 7 years as an Investment Manager in Japanese equities. He joined the Japanese equites team at Jupiter in 2016 and became co-manager of the Jupiter Japan funds in January 2020. Mitesh has a BSc in Investment & Financial Risk Management from CASS Business School. He is also a CFA Charterholder.