Overview
JPMorgan Japanese’s objective is to achieve capital growth from investments in Japanese companies by long term outperformance of the Company’s benchmark index, the Tokyo Stock Exchange 1st Section Index (‘TOPIX’) expressed in sterling terms. In order to achieve its investment objective and to seek to manage risk, the company invests in a diversified portfolio of quoted Japanese companies. The number of investments in the portfolio will normally range between 50 and 100. The average number of holdings in the portfolio has reduced in recent years as the manager has focused on those companies that have strong balance sheets and are not affected by macro-economic issues. The company makes use of both long and short term borrowings to increase returns and focuses on first hand company research and analysis.
We have written a note that explains how the fund works – Number one for a good reason
You can access the company’s website here
Fundamentals
Price
Research History
-
18 Feb 2021 3 min read
QuotedData’s Round the World Webinar series – Asia day playback
On 10th February 2021, QuotedData hosted the penultimate Round the World webinar from our series. This webinar was focused on Asia and included presentations and Q&As from 4 investment companies’ managers, covering markets across Asia. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch […]
-
09 Dec 2020 14 min read
JP Morgan Japanese Investment Trust – Strength to strength
Strength to strength QuotedData’s initiation note on JPMorgan Japanese Investment Trust (JFJ) focused on the trust’s performance record relative to its benchmark and competing trusts. Over the past few months, it has extended this record. In addition, JFJ’s discount has narrowed significantly, further boosting returns to shareholders. JFJ’s managers are optimistic about the future for […]
-
14 min read
JP Morgan Japanese Investment Trust – Strength to strength
Strength to strength Our initiation note on JPMorgan Japanese Investment Trust (JFJ) focused on the trust’s impressive performance record relative to its benchmark and competing trusts. Over the past few months, it has extended this record. In addition, JFJ’s discount has narrowed significantly, further boosting returns to shareholders. JFJ’s managers are optimistic about the future […]
-
15 min read
JP Morgan Japanese Investment Trust – Strength to strength
Strength to strength Our initiation note on JPMorgan Japanese Investment Trust (JFJ), published in September this year, focused on the trust’s impressive performance record relative to its benchmark and competing trusts. Over the past few months, it has extended this record. In addition, JFJ’s discount to NAV has narrowed significantly, further boosting returns to shareholders. […]
-
27 Nov 2020 1 min read
Interview with Nicholas Weindling of JPMorgan Japanese
In this week’s show, James Carthew talked to Nicholas Weindling, manager of JPMorgan Japanese Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. […]
-
09 Oct 2020 9 min read
QuotedData’s Investment Companies Roundup – October 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over September: Standard Life Investments Property Income Trust – […]
-
09 Sep 2020 22 min read
JPMorgan Japanese Investment Trust – Number one over three years
Number one over three years JPMorgan Japanese Investment Trust (JFJ) is the best-performing trust in its peer group over three years by some margin (see page 14). The trust’s performance record has been achieved by following a conviction-driven stock-picking approach that focuses on quality and growth, two aspects that have been in demand in a […]
-
22 min read
JPMorgan Japanese Investment Trust – Number one for a good reason
Number one for a good reason JPMorgan Japanese Investment Trust (JFJ) is the best-performing trust in its peer group over three years by some margin (see page 14). The trust’s remarkable performance record has been achieved by following a conviction-driven stock-picking approach that focuses on quality and growth, two aspects that have been in demand […]
-
23 min read
JPMorgan Japanese Investment Trust – Number one for a good reason
Number one for a good reason Over three years, JPMorgan Japanese Investment Trust (JFJ) is the best-performing trust in its peer group of competing funds by some margin (see page 15). The trust’s remarkable performance record has been achieved by following a conviction-driven stock-picking approach that focuses on quality and growth, two aspects that have […]
-
10 Jan 2020 10 min read
QuotedData’s economic roundup – January 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
-
07 Jun 2019 7 min read
QuotedData’s economic roundup – June 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
-
04 Apr 2019 2 min read
QuotedData’s investment companies roundup – April 2019
QuotedData’s investment companies roundup – April 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of March 2019. Kindly sponsored by Baillie Gifford. JPMorgan Indian, India Capital Growth, Aberdeen New India and Ashoka India Equity Investment […]
-
19 Dec 2018 2 min read
QuotedData’s economic roundup – December 2018
QuotedData’s economic roundup – December 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any […]
-
11 Jun 2018 2 min read
QuotedData’s Economic round up – June 2018
QuotedData’s Economic round up – June 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
-
12 Jul 2017 3 min read
QuotedData’s economic round up – July 2017
QuotedData’s economic round up – July 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
-
14 Jun 2017 2 min read
QuotedData’s economic round up – June 2017
QuotedData’s economic round up – June 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
-
13 Oct 2016 1 min read
QuotedData investment companies roundup – October 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2016. october-investment-companies-roundup
-
08 Apr 2015 1 min read
Is Japan on the road to recovery? – a look at the sector
A falling population, enormous government debt, low to no growth, persistent deflation; this is not most people’s idea of the recipe for attractive investment returns. While they disagree on the impact of government efforts to kick-start the economy, the investment managers of investment companies specialising in Japan believe many Japanese companies can thrive regardless. Japan
News
-
02 Oct 2020 1 min read
QuotedData’s weekly news show 2 October 2020
QuotedData’s weekly news show 2 October 2020 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on youtube. In this week’s show, James Carthew covered the week’s top stories: Jupiter UK Growth’s decision to give up Strategic Equity Capital’s new manager He then handed over to Andrew McHattie, who talked […]
-
16 Dec 2019 2 min read
QuotedData’s other news 16 December 2019
In QuotedData’s other news 16 December 2019 – Gresham House Energy Storage (GRID) acquired two operational battery storage facilities totalling 50MW from VLC Energy, a joint venture between Low Carbon and VPI Immingham a subsidiary of Vitol Group, for £29.2 million. The facilities comprise a 40MW facility at Glassenbury, Kent, and a 10MW facility at […]
-
13 Nov 2018 2 min read
JPMorgan Japanese outperforms the benchmark for the year
JPMorgan Japanese outperforms the benchmark for the year- JPMorgan Japanese had a return on net assets of 26.8%, which outperformed the benchmark by 14.2%. JPMorgan Japanese on 26th March 2018 reached a market capitalisation of £712.7 million which was sufficient enough for it to become a constituent of the FTSE 250 Index on 31st March […]
-
14 Nov 2017 3 min read
Stock selection lets down JPMorgan Japanese
Stock selection lets down JPMorgan Japanese – JPMorgan Japanese has released results for the year ended 30 September 2017. Over the year it produced a total return on net assets of +9.7%, lagging its benchmark index by some 2.5%. When the effects of a tightening discount to net assets at which the shares trade is taken […]
-
30 Nov 2016 1 min read
Lazard World Trust discount narrows
Lazard World Trust Fund’s net asset value rose 5.9% on a total return basis, compared with the gain of 6.2% of the MSCI All Country World ex-USA Index during the six-month period ended 30 September 2016. The Fund’s share price, as traded on the London Stock Exchange, was up 8.6% (dividends reinvested) as the discount narrowed. […]
-
16 Nov 2016 4 min read
JPMorgan Japanese soars on sterling weakness
In the year to 30th September 2016, JPMorgan Japanese’s total return on net assets was 36.0% in sterling terms, compared with the Tokyo Stock Exchange First Section (TOPIX) Index (the benchmark), which rose by 31.7%. The returns are calculated on a total return basis in sterling terms and were improved by the movement in the […]
-
17 Oct 2016 1 min read
Japan investment trusts lure hungry investors
Japan investment trusts have stormed the charts over the past month, with investors showing renewed confidence in the performance of Japanese corporates. read more here
-
11 Nov 2015 4 min read
JPMorgan Japanese – stock selection drives outperformance over TOPIX
JPMorgan Japanese, managed by Nicholas Weindling (Pictured), has announced its final results for the year ended 30 September 2015 during which the companies NAV rose 14.7% (total return in sterling terms), outperforming its benchmark TOPIX index, which returned 6.0%. The share price performance was stronger returning 19.5% during the year. Over three years the Company’s […]
Upcoming Events
Videos
In The Press
-
16 Feb 2021 1 min read
Investment trust insider on Japan
Investment trust insider on Japan – James Carthew: Japan trusts backing internet winners and streamlining cash sinners Last summer I looked at JPMorgan Japanese (JFJ), which was the leading investment trust specialising in the country at the time, and it still is! Fund managers Nicholas Weindling and Miyako Urabe have hit a sweet spot in performance […]
-
04 Jan 2021 2 min read
2020’s investment trust winners: time to take profits?
2020’s investment trust winners: time to take profits? December 30, 2020 By Dave Baxter The enormous sell-off that took hold in February and March was swiftly followed by a fierce rally that has come to dominate much of the year. MSCI World index rose by nearly 40 per cent in sterling terms between the start of […]
-
14 Jul 2020 2 min read
Investment trust insider on JPMorgan Japanese
Investment trust insider on JPMorgan Japanese – James Carthew: JPMorgan takes a lead in testing Japan The performance of Japan trusts is showing a surprisingly wide dispersion of returns. Over the past year JPMorgan Japanese (JFJ) has delivered 17% growth in net asset value (NAV) and rivals at Aberdeen (AJIT) and Fidelity (FJV) have also posted […]