Schroder Japan Growth Fund plc - SJG
Unlocking value in JapanWhy invest in SJG?
The Schroder Japan Growth Fund aims to achieve long-term capital growth by investing in a diversified portfolio of 50-60 of the best quality but undervalued companies in Japan.
An investment in the Schroder Japan Growth Fund is an investment in:
- A fully unconstrained approach
- A high conviction yet balanced portfolio of large and smaller companies
- Company-specific drivers for future growth
- Keenly trained eyes on quality and valuation
- And a highly experienced team with a wealth of resources both locally and globally
Featured article
Seasoned investors will have seen many false dawns from the Japanese stock market. After an extraordinary run of performance in the 1970s and 80s, the Japanese stock market reached a peak in 1989 that, more than 30 years later, it is yet to surpass. Now, however, the stars appear to be aligning for a prolonged period of better performance.
Here we explore the reasons why and explain how the Schroder Japan Growth Fund plc is poised to benefit.
Click here to read article >
Recent webinar: Annual Results 2022
On Tuesday 25 October, Fund Manager Masaki Taketsume presented the trusts annual results for the period ending 31 July 2022.
Key Information
The Portfolio Manager
“Japan boasts the third largest economy in the world. Its companies are a hotbed of innovation yet they are often underappreciated by investors. Schroder Japan Growth Fund seeks to unlock the value inherent in Japanese equities.”
Independent Board of Directors
Performance and charges
Ongoing charge: 0.89%
For further performance data please visit the London Stock Exchange Website
Source: Morningstar, net income reinvested, net of ongoing charges and portfolio costs and where applicable, performance fees, in GBP.
Awards and ratings
Source: Morningstar as at January 2023
Source: FE fundinfo as at January 2023
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Investing in Schroder Japan Growth Fund plc
Non-Mainstream Pooled Investments (NMPI) Status
The Company currently conducts its affairs so that its shares can be recommended by IFAs to ordinary retail investors in accordance with the FCA's rules in relation to non-mainstream investment products and intends to continue to do so for the foreseeable future. The Company's shares are excluded from the FCA's restrictions which apply to non-mainstream investment products because they are shares in an investment trust.
What are the risks?
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.
The Company invests in smaller companies that may be less liquid than in larger companies and price swings may therefore be greater than investment companies that invest in larger companies.
The Company will invest solely in the companies of one country or region. This can carry more risk than investments spread over a number of countries or regions.
As a result of the fees and finance costs being charged partially to capital, the distributable income of the Company may be higher but there is the potential that performance or capital value may be eroded.
The Company may borrow money to invest in further investments, this is known as gearing. Gearing will increase returns if the value of the investments purchased increase in value by more than the cost of borrowing, or reduce returns if they fail to
The Company holds investments denominated in currencies other than sterling, investors should note that exchange rates may cause the value of these investments, and the income from them, to rise or fall