Schroder Japan Trust plc - SJG

Capturing Japan's new dawn

Why 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.


Behind the trust: read our philosophy article >

A supportive macroeconomic environment

Japan's economy is showing positive momentum, with rising wages helping to support consumer spending and broader economic growth. At the same time, improvements in corporate governance are encouraging companies to focus more on shareholder value, creating attractive opportunities for investors.

A disciplined and differentiated approach

Portfolio Manager Masaki Taketsume takes a selective approach, looking for quality Japanese companies whose long-term potential is not yet fully recognised by the market. Alongside the opportunity for capital growth, SJG aims to provide investors with a regular income through an annual dividend target of 4% of net asset value.

The time for active managers to shine

In today's market, careful stock selection can make a real difference. SJG invests in a focused portfolio of companies that the manager believes are undervalued but have strong prospects for future growth and improving profitability, offering the potential to deliver attractive returns over time.

Download Key Material

Half Year Report 2026
Annual Report and Accounts 2025
Factsheet
Kepler Research
Key Information Document

Portfolio and Performance

Income 2026 badge

Source: Kepler Trust Intelligence, 2026

Citywire Investment Trust Insider AAA rating

Source: Citywire, 2026

Association of Investment Companies ISA Millionaire Logo for 2026. An investment in this trust since 1995, using your full ISA allowance every year, would now result in you having over one million pounds thanks to the long terms growth potential and powerful compounding of these vehicle

Source: Association of Investment Companies, 2026

In the Media

MoneyWeek: How Japan beat deflation and cleaned up corporate governance
FT Adviser: Can Japanese equities continue to outperform?
Fidelity: Select 50 fund option
Asset TV: From Deflation to Dividend Powerhouse - Rethinking Japan’s Role
Kepler Investing in Japan guide - June 2026
Kepler: Ideas for your ISA Webinar
AJ Bell: Japan’s pivotal moment 
Citywire: AI-infrastructure play drives standout returns for Schroder Japan
Citywire: Japanese smaller companies still look too cheap
Kepler: Trust Issues - Investing in Japan with SJG's Masaki Taketsume
Citywire: Asia results round-up
Kepler: Interim Results Analysis - April 2025
Citywire: The most consistently rated trust managers
IFA Magazine: Fidelity International reveals top-selling funds and investment trusts in January
UK Investing: Schroder Japan Trust shows robust performance under Masaki's leadership

Related Insights

Company Documents

Document Archive
AGM Results 2025
Portfolio Holdings
Privacy Policy
Financial Crime Policy
Terms of Reference: Audit and Risk Committee
Terms of Reference: Nomination Committee
Terms of Reference: Management Engagement Committee