JPMorgan Japanese Investment Trust - Update research from QuotedData
17th Dec 2021
Bright long-term future
JPMorgan Japanese Investment Trust (JFJ) had an impressive run of both absolute and relative (to its benchmark index and to competing trusts) performance going into and during the worst of the pandemic. However, once vaccines became a reality, the share prices of businesses that had struggled during lockdowns surged. These were often the types of company that the managers would not consider for JFJ's growth- and quality-focused portfolio. Consequently, over the past 12 months, JFJ has produced decent returns, surpassing £1bn in assets, but has given up a little of its outperformance of its benchmark.
The management team of Nicholas Weindling and Miyako Urabe is unfazed by this. They make the compelling argument that an investor in JFJ is backing the companies that are set to disrupt and revitalise Japan's sclerotic economy, which are also capable of compounding their earnings sustainably over the long term. The long-term future is bright.
Full research:
https://quoteddata.com/research/jpmorgan-japanese-investment-trust-bright-longterm-future-qd/
This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.
NB: Marten & Co was paid to produce this note on JPMorgan Japanese Investment Trust Plc and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the FCA. Marten & Co is not permitted to provide investment advice to individual investors.
QUOTEDDATA
123a Kings Road | London SW3 4PL
Tel: +44 (0) 20 3691 9430
www.quoteddata.com | research@quoteddata.com | www.martenandco.com