Schroder Japan Growth Fund plc - SJG

Unlocking value in Japan

Why 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

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.”

Masaki Taketsume
Fund Manager, Japanese Equities

Independent Board of Directors

Performance and charges

Ongoing charge: 0.89%

For further performance data please visit the London Stock Exchange Website

Investment objective

To achieve capital growth from an actively managed portfolio principally comprising securities listed on the Japanese stock markets, with the aim of achieving growth in excess of the TSE First Section Total Return Index in sterling over the longer term.

Awards and ratings

Source: Morningstar as of July 2022

Source: Morningstar as of July 2022

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Latest Fund Manager Update

Fund manager Masaki Taketsume presented on the trusts as part of the Annual General Meeting on 2 December 2021

Archive

Annual report and accounts

2021 / 2020 / 2019 / 2018 / 2017 / 2016 / 2015 / 2014 / 2013 / 2012 / 2011 / 2010 / 2009

Half year report

2022 / 2021 / 2020 / 2019 / 2018 / 2017 / 2016 / 2015 / 2014 / 2013 / 2012 / 2011 / 2010 / 2009

AGM Results

2021 / 2020 / 2019

Circulars

2012

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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

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Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

Marketing material

Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England.

Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.

On 17 September 2018 our remaining dual priced funds converted to single pricing and a list of the funds affected can be found in our Changes to Funds. To view historic dual prices from the launch date to 14 September 2018 click on Historic prices.