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 >

Portfolio Manager, Masaki Taketsume, presents the Trust's annual results for the year ended 31 July 2024.

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.

Portfolio and Performance Hub

Logo from Kepler Trust Intelligence

Source: Kepler Trust Intelligence, 2025

Schroder Japan Trust AJ Bell Investment Award

Source: AJ Bell, 2024

Citywire Investment Trust Insider AAA rating

Source: Citywire, 2024

In the media

Slide 1 of 11
Citywire: Interview with Masaki Taketsume
Investors Chronicle: Making sense of Japan’s economic and political developments
Armchair Trader: Schroder Japan following Japan’s comeback trail
The Mail on Sunday on the Schroder Japan Trust
AIC: Big in Japan - where are you currently finding opportunities?
Kepler: Spotlight on SJG's enhanced dividend
Kepler article: Winds of change
Fidelity: Why have investors been buying Japan?
QuotedData Investment Companies Roundup
CNBC: Japan inflation to be powered by wage increases rather than input costs
Citywire: JPMorgan Cazenove adds biotech, Japan and hedge fund after 3i-propelled 2023

Related articles

Slide 1 of 0

Documents

For archived documents, please visit our investor relations page

Slide 1 of 9