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You are here: Manager factsheet

Masaki Taketsume

 FE fundinfo Alpha Manager
Omnis Investments Ltd, Schroder Investment Management, Schroder UT Managers
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Manager profile
Masaki Taketsume started his investment career in 1994 asa Portfolio Manager at Nikko Investment Trust Management.He moved to Deutsche Asset Management in 1998 and heldvarious roles including US Equity Fund Manager, US EquityResearch Analyst and Japanese Equity Research Analyst.Masaki spent two years with Deutsche Securities Incbetween 2005 and 2007 as a Japanese Equity ResearchAnalyst covering the Industrial Electronics sector and thenjoined Schroders????Tokyo office as Research Analyst coveringtechnology stocks.Masaki holds a BA in Economics from Keio University inJapan. He is a CFA charter holder and Chartered Member ofthe Security Analysts Association of Japan (CMA).
Total return for Masaki Taketsume
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Masaki Taketsume

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
Masaki Taketsume 15.5 9.5 0.5 7.7 -0.4 6.4 - - - -
Peer Group Composite 12.2 5.6 -9.1 4.3 11.7 8.3 - - - -
Over / Under 3.3 3.9 9.6 3.4 -12.1 -1.9 - - - -
Performance vs peer group composite: Masaki Taketsume
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
Up
Outperformed peer group composite
4 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Omnis Japanese Equity Lead manager IA Unclassified since Sep 29 2018 to present
Schroder Japan Trust plc Lead manager IT Japan since Jul 01 2019 to present
Schroder Tokyo Lead manager IA Japan since Jul 01 2019 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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