June 2020
Events
Deep impact
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
05 Jun
05 Jun
Features
A different approach to Japan
Schroder Japan Growth offers a solid yield and a crisp focus on valuation which differentiates it from its peers...
04 Jun
04 Jun
Fund Research
CC Japan Income & Growth
With the highest yield in its sector, CCJI aims to take advantage of long-term shifts in the way Japanese companies are managed...
30 Jun
30 Jun
February 2020
Fund Research
JPMorgan Japanese
JFJ invests in high-quality Japanese companies with structural growth drivers…
19 Feb
19 Feb
Fund Research
Aberdeen Japan
AJIT’s dividend will be significantly higher going forward…
13 Feb
13 Feb
Fund Research
JPMorgan Japan Small Cap Growth & Income
Investing in high-growth potential opportunities, with a new dividend policy...
05 Feb
05 Feb
December 2019
Features
Japan's cutting edge
The qualities that give the best companies their advantage are not always obvious. Praveen Kumar, manager of the Baillie Gifford Shin Nippon investment trust and deputy manager of the Baillie Gifford Japan Trust, outlines the ingredients of lasting success...
12 Dec
12 Dec
Fund Research
AVI Japan Opportunity
AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...
04 Dec
04 Dec
September 2019
Strategy
Nanny knows best: how regulation is influencing returns
New research suggests disruption is threatened by increased regulation, with clear consequences for investment strategists...
11 Sep
11 Sep
Fund Research
Schroder Japan Growth
Despite clear continuity of management style, the retirement of Andrew Rose has seen this trust move to a wide discount versus peers...
11 Sep
11 Sep
May 2019
Strategy
On a roll
As Western economies show signs of their own 'Japanification', we explore the Japanese industries poised to take advantage of this change...
22 May
22 May
Fund Research
Baillie Gifford Shin Nippon
This ultra-active Japanese smaller companies fund, already the cheapest in its sector, reduced its fee last year...
07 May
07 May
April 2019
Fund Research
Schroder Japan Growth
Schroder Japan Growth, despite its name, is the most value-exposed trust in the AIC Japan peer group...
30 Apr
30 Apr
Fund Research
AVI Japan Opportunity
AJOT invests in Japanese small caps, taking advantage of extremely low valuations and using shareholder activism...
10 Apr
10 Apr
Fund Research
JPMorgan Japanese
JPMorgan Japanese (JFJ) aims to maximise capital growth from a portfolio of high-quality companies in Japan...
10 Apr
10 Apr
September 2018
Strategy
Fake news...
Small cap funds, despite their reputation to the contrary, are less volatile and have delivered better risk adjusted returns than their large cap peers...
12 Sep
12 Sep
Strategy
Bullseye
The third arrow of Shinzo Abe's grand plan, corporate reform, could have significant implications for undervalued Japanese equities...
05 Sep
05 Sep
Fund Research
Baillie Gifford Japan
Baillie Gifford Japan is an ultra-low-turnover all-cap trust that buys quality growth Japanese companies...
05 Sep
05 Sep
Fund Research
JPMorgan Japanese
JPMorgan Japanese Investment Trust explores investment opportunities across the market cap spectrum, including mid-small cap stocks with high growth characteristics...
05 Sep
05 Sep