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You are here: Manager factsheet

Daiji Ozawa

Invesco Management S.A., Invesco Fund Managers Ltd
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Manager profile
Based in Tokyo, Daiji is Chief Investment Officer for Japanese Equity Value portfolios. Daiji started his investment career in 1987, gaining fund management experience at a number of firms including Bank of Tokyo, Tokyo-Mitusbishi Asset Management, Citigroup Asset Management, Western Asset Management and most recently Morgan Stanley, where he was Head of Equity Investments. He joined our company in 2010 as a result of Invesco’s acquisition of Morgan Stanley’s retail asset management business. He holds a BA in Political Science from Waseda University, holds the Chartered Financial Analyst® (CFA®) designation and is a member of the Security Analysts Association of Japan.
Total return for Daiji Ozawa
Discrete calendar year performance : Daiji Ozawa

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Daiji Ozawa 9.6 0.7 -6.2 7.2 3.7 -12.9 16.9 30.3 0.9 22.8
Peer Group Composite 11.7 6.0 -4.9 9.8 9.3 -7.9 12.8 31.1 -2.4 24.7
Over / Under -2.1 -5.3 -1.3 -2.6 -5.6 -5.0 4.1 -0.8 3.3 -1.9
Performance vs peer group composite: Daiji Ozawa
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
Overall markets
Outperformed peer group composite
2 years
out of a possible 10
Overall markets
Underperformed peer group composite
8 years
out of a possible 10
Rising markets
Outperformed peer group composite
1 year
out of a possible 7
Falling markets
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Responsible Japanese Equity Value Discovery Lead manager FO Equity - Japan since Mar 01 2007 to present
Invesco Responsible Japanese Equity Value Discovery (UK) Lead manager UT Japan since Jun 21 2021 to present
Funds managed previously
Fund Periods
Invesco Japanese Equity since Dec 31 2010 to fund close
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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