Overview
Aberdeen Japan was until October 2013 Aberdeen All Asia, an Asian Pacific including Japan trust. This means its long-term performance numbers should be ignored when comparing the fund to other Japanese investment companies. Aberdeen Japan’s aim is to achieve long-term capital growth principally through investment in listed Japanese companies which are believed by the Investment Manager to have above average prospects for growth.
You can access the company’s website here.
Research History
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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 – […]
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10 Aug 2020 10 min read
QuotedData’s Investment Companies Roundup – August 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 Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over July: Seneca Global Income & Growth – […]
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07 Jul 2020 11 min read
QuotedData’s Economic Roundup – July 2020
Economic & Political Roundup Kindly sponsored by 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 to buy or sell […]
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06 Dec 2019 7 min read
QuotedData’s economic roundup – December 2019
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 […]
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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 […]
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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 […]
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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 […]
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18 Jan 2018 2 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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11 Dec 2017 2 min read
QuotedData’s economic round up – December 2017
QuotedData’s economic round up – December 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 […]
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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 […]
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07 Dec 2016 1 min read
QuotedData’s round up of views on the global economy – December 2016
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. december-economic-and-political-roundup
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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
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17 Jun 2020 2 min read
Aberdeen Japan says the pandemic’s impact has been less severe in the country
Aberdeen Japan’s (AJIT’s) NAV rose by 3.3% over the year to 31 March 2020, in sterling terms.The shares increased by 6.8%, while the Topix benchmark declined by 2.5%. The impact of covid-19 has been less severe in Japan AJIT note that the Japanese stock market has not been immune from the global sell-off, but has […]
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03 Apr 2020 2 min read
QuotedData’s morning briefing 3 April 2020
In QuotedData’s morning briefing 3 April 2020 Trump tried to talk up the oil price with news of a Saudi/Russia meeting. It seemed to work but Russia denied all knowledge. In light of the COVID-19 restrictions, Hammerson shareholders will no longer be able to attend its AGM on 28 April 2020 and are instead encouraged to […]
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30 May 2019 2 min read
QuotedData’s other news 30 May 2019
In QuotedData’s other news 30 May 2019: Perpetual Income and Growth delivered an NAV total return of -0.8% over the year-ending 31 March 2019 (the benchmark All-share index’s total return for the year was +6.4%). The main source of underperformance relative to the benchmark came from the fund’s exposure to UK domestic stocks; companies that generate […]
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3 min read
China trade exposure weighs down Aberdeen Japan
China trade exposure weighs down Aberdeen Japan – Aberdeen Japan Investment Trust (AJIT) has reported a 10.2% decline in total return NAV over the year to 31 March 2019; The Topix benchmark was down 1.8% over the same period. AJIT attributed the discrepancy to a greater weightage to stocks exposed to international trade, particularly China. […]
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31 May 2017 5 min read
Aberdeen Japan held back by currency hedge
Aberdeen Japan held back by currency hedge as the Yen soared by 16% against Sterling following the Brexit vote. On a total returns basis, the net asset value returned 20.5%, underperforming the benchmark by 12.5%. The hedge accounted for 7.0% of this underperformance. The share price’s total return was 23.5% and the discount to NAV per Ordinary […]
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23 Nov 2016 3 min read
Aberdeen Japan held back by yen hedge
Aberdeen Japan’s share price total return was almost 14% during the six months ended 30 September 2016, helped by both a slight tightening of the discount and the slide in sterling following the Brexit referendum result, including the effect of the hedge which, as expected, reduced the sterling related gain. The underlying portfolio outperformed the benchmark […]
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01 Jun 2016 3 min read
Currency hedge knocks Aberdeen Japan’s performance
Aberdeen Japan has announced results for the year ended 31 March 2016, over the year, the net asset value returned -6.2%, compared to the benchmark Topix return of -1.7%, in sterling terms. They say this 4.5% NAV underperformance is largely due to a loss on the currency hedge almost all of which came in the first quarter […]
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19 Nov 2015 2 min read
Aberdeen Japan suffers due to stock selection
Aberdeen Japan has announced its interim results for the half-year ended 30 September 2015. The Trust’s net asset value total return per share fell by 16.3% in sterling terms over the period, compared to the benchmark index’s total return of -9.4%. The manager’s say that the underperformance was largely attributed to stock selection although gearing […]
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16 Nov 2015 1 min read
Asia ex-Japan investment trust discounts widen
The economic slowdown in China is impacting other countries in Asia and the developed world, and hopes of growth in consumer spending and the services sector coming to the rescue are fading. Rebalancing the economy away from infrastructure investment and traditional industrial drivers, while cushioning the services sector and allowing new industries to develop, is […]
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29 May 2015 2 min read
Aberdeen Japan makes 46% in first year
In its first full year since it became a dedicated Japanese investment trust, Aberdeen Japan has posted a 46.6% increase in its net asset value as compared to a 26% return for its benchmark index (Topix). The share price return was even better at 58.2% as the discount narrowed from 13.4% to 6.7% (all these numbers are […]
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18 Nov 2014 2 min read
Early success for Aberdeen Japan
AJIT : Early success for Aberdeen Japan Aberdeen Japan has beaten its new benchmark index by some margin since it adopted its new mandate in October 2013. Over that period its net asset value rose by 17.6% vs. a 3.5% increase in the TOPIX Index. Over the six months that ended on 30 September 2014 […]
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25 May 2014 1 min read
Aberdeen Japan : AJIT – results
Aberdeen Japan, chaired by Neil Gaskell (pictured), has published results for the year ended 31 March 2014. These cover the period since it converted to a pure Japanese fund from an Asia including Japan one. During the first part of the year (the period up to 7 October), when the fund still had its pan Asia […]