Fund Research

JPMorgan Japanese Investment Trust

Last update 05 September 2018

JPMorgan Japanese Investment Trust explores investment opportunities across the market cap spectrum, including mid-small cap stocks with high growth characteristics and with a long-term holding period.

The portfolio is made up of stocks being driven by secular changes in Japan such as demographic decline, factory automation and online service growth. Manager Nicholas Weindling has lived in Tokyo for 12 years and can draw on the research of a team of local analysts who together conduct more than 2000 meetings a year.

Performance has been strong over the past five years, with stock selection much more important than industry allocation. The discount has narrowed since 2016 following a period of strong growth for the market and outperformance for the trust, and currently stands at 7%.

As the largest trust in the sector it is also the cheapest, with an OCF of just 0.69%.

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Fund History: JPMorgan Japanese Investment Trust

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