Schroder Japan Trust plc - SJG
Capturing Japan's new dawnWhy invest in SJG?
The Japanese equity market currently offers a compelling long-term investment opportunity. Several developments that are unique to Japan should combine to support sustained corporate earnings growth and increasing valuation multiples in the years ahead. SJG is an excellent way of gaining exposure to Japan’s exciting potential.
A supportive macroeconomic environment
Japan is experiencing encouraging economic conditions. Reinvestment of higher profits through wage increases is driving sustainable economic progress. Governance reforms are improving returns and growth prospects in Japan's corporate landscape.
A disciplined and differentiated approach
Masaki Taketsume, portfolio manager, has crafted a successful and distinctive investment approach by identifying mispriced stocks. SJG should appeal to income-seeking investors with an aim to pay a dividend of 4% of net asset value annually.
The time for active managers to shine
This represents an exciting environment for active, high conviction stock pickers. By focusing the portfolio towards undervalued businesses with strong growth prospects and the potential to improve returns, Masaki is confident in the opportunity ahead.
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Portfolio and Performance
Source: Kepler Trust Intelligence, 2025
Source: Citywire, 2025
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Invest in the Schroder Japan Trust plc (SJG)
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