We review the top-performing Japan Equity funds

We take a look at the top-performing Japan Equity funds by three-year performance, assets under management, and also the category's newcomers

Muna Abu-Habsa 9 December, 2009 | 12:05PM

Top-ranked Japan Equity funds: Three-year performance
Top-performing Japanese equity funds over the past three years have witnessed a wide disparity in performance, with returns ranging between a positive 0.3% and negative 17.3%. Overall, it is quite disheartening for investors to see that the majority of these funds have lost money. Nevertheless, these figures actually compare favourably with the larger Topix Index loss of 25.4% over the same period.

In our recent reviews with Japanese equity managers, they have not been painting too rosy a picture for the near-term either, given domestic pressures in Japan such as weak consumer demand, excess capacity and deflation fears, and not to forget the frail demand felt by its export-oriented companies. A mix of new initiatives by the newly-elected Democratic Party of Japan and a quick global economic recovery could provide a good boost to the Japanese economy but it is too early to tell.

Good use of risk

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Muna Abu-Habsa  is an investment research analyst at Morningstar OBSR.

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