Next AGM: May 2020
Don't overlook Japan
After a challenging 2018 for Japanese equities, portfolio manager Nicholas Price reveals some of the key areas of opportunities among domestically-focused stocks and sectors.
Fidelity Japan Trust PLC in The Times
As Akihito hands a nation in the middle of economic reform to his son, Mark Atherton assesses the opportunities for investors.
Made in Japan
Japan’s demographic challenges are always at the forefront of people’s mind but could these preconceptions be reversed?
Marina Gerner on Fidelity Japan Trust PLC
MoneyWeek, February 2019
“Japan isn’t stuck in a hopeless demographic-driven hole without escape,” says Daniel Moss on Bloomberg.
Japan - improving governance, emerging brands
One of the key developments we have seen on-the-ground in Japan over recent times has been a change in corporate mind-sets and a greater focus on creating value for minority shareholders. This has been brought about by an integrated set of policies designed to encourage greater capital efficiency and return on equity from Japanese companies.
Fidelity Japan Trust (FJV) has a bottom-up, research-intensive investment process, a flexible approach to gearing and a focus on stocks across the market cap spectrum that offer growth at a reasonable price (GARP).
Shareholders have approved Board proposals to amend the Company’s investment objective, the Board has also negotiated a new fee agreement with the manager, the Board has considered a number of reference indices, and a change of peer group.
The value of investments and the income from them can go down as well as up, so you may get back less than you invest. Overseas investments will be affected by movements in currency exchange rates. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.