JPMorgan Japanese Investment Trust plc
The JPMorgan Japanese Investment Trust plc benefits from our expertise gained as one of Japan’s leading foreign asset managers, with over 40 years’ experience in seeking out the most attractively valued Japanese stocks.
About this trust
Investment objective and policies
Aims to produce capital growth from a portfolio of Japanese equities. The company has the ability to use borrowing to gear the portfolio within the range of 5% net cash to 15% geared in normal market conditions.
- Broad exposure of 60-80 Japanese companies.
- Benefits from J.P. Morgan's standing as one of Japan's leading foreign asset managers, with over 40 years' experience in the market.
- Disciplined investment process focusing on first-hand company research and analysis, with over 2,400 company visits each year.
The value of investments and the income from them can go down and up, and you may not get back as much as you paid in. Past performance is not a guide to the future.
For further risks associated with this trust please refer to the 'Risks' section below.
Points to consider
- Exchange rate changes may cause the value of underlying overseas investments to go down as well as up.
- External factors may cause an entire asset class to decline in value. Prices and values of all shares or all bonds could decline at the same time.
- This trust may utlilise gearing (borrowing) which will exaggerate market movements both up and down.
- This trust may also invest in smaller companies which may increase its risk profile.
In their words (as of 30 Sep 2016)
The Bank of Japan has reviewed its policies and reasserted its commitment to achieving a 2% inflation rate, although official data shows Japan back in deflation. Employment data remains firm, with 137 jobs available for every 100 applicants. Volatility is likely to remain driven by external factors, such as the election in the US and uncertainty over European financials. While a pick-up in the global economy is positive for the Japanese economy as a whole, we expect global growth to remain subdued over the next few years.
Annual General Meeting
Find out more
You can get in touch by phone and email or view frequently asked questions.
Annual General Meeting: 20 December 2016 2.00pm at 60 Victoria Embankment, London, EC4Y 0JP