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You are here: Manager factsheet

Shoichi Mizusawa
JP Morgan Funds (Asia) Limited, JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
Shoichi Mizusawa, managing director, is a country specialist for Japan equities and head of the Japan team within the Emerging Markets and Asia Pacific (EMAP) Equities team. Based in Japan, he leads the Japan-dedicated equity portfolio management teams in Hong Kong and Tokyo. Shoichi joined the Firm in 1997 as a marketing manager responsible for Japan pension funds. He transferred to the Japan Portfolio Group in 2000 and took up his current role in 2010. Prior to joining the Firm, Shoichi spent four years with Postipankki as the Tokyo representative in capital markets. He began his career with Mitsubishi Motors Corporation in 1989. Shoichi obtained a B.A. in Political Science and Economics from Waseda University and an M.B.A. from Simon Fraser University
Total return for Shoichi Mizusawa
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
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Shoichi Mizusawa

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
Shoichi Mizusawa 21.2 1.5 -24.4 2.5 36.3 10.5 0.5 27.0 19.8 25.2
Peer Group Composite 12.5 6.1 -7.4 4.4 8.7 6.8 -2.6 22.8 22.6 16.0
Over / Under 8.7 -4.6 -17.0 -1.9 27.6 3.7 3.1 4.2 -2.8 9.2
Performance vs peer group composite: Shoichi Mizusawa
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPMorgan Japan (Yen) Co-managed FO Equity - Japan since Apr 16 2007 to present
JPM Japan Co-managed UT Japan since Oct 01 2012 to present
JPM Japan Equity Co-managed FO Equity - Japan since Sep 01 2015 to present
JPM Japan Sustainable Equity Co-managed FO Equity - Japan since Nov 19 2020 to present
Funds managed previously
Fund Periods
JPMorgan Japan Small Cap Growth & Income Plc since Apr 01 2012 to May 31 2019
JPMorgan Japanese IT plc since Aug 01 2014 to May 21 2019
JPM Japan Equity since Apr 01 2007 to Feb 01 2009
JPM Institutional Japan since Apr 01 2008 to Nov 30 2008
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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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