Update note from QuotedData

JPMorgan Japanese Inv. Trust PLC

13 March 2025

 

JPMorgan Japanese Investment Trust - Update from QuotedData

13^th March 2025

Winds of change

After years of incrementally-positive but slow-moving reforms, we are now starting to see real momentum across Japan's corporate landscape as companies embrace governance changes and capital efficiency improvements. Over the past 12 months, dividend growth has accelerated to its fastest pace in 20 years and buybacks have reached record highs, climbing well above previous averages. This dramatic shift towards more shareholder-friendly policies and a removal of traditional barriers to M&A has resulted in a wave of interest from international investors looking to capitalise on the deep discounts at which many Japanese corporates now trade to their intrinsic values.

The JPMorgan Japanese Investment Trust (JFJ) is uniquely positioned to capitalise on these developments and has delivered a NAV total return of 21.2% over the past year; more than double the return of the TOPIX index. We believe this is just the tip of the iceberg, given the breadth of Japan's structural economic transformation now occurring.

Full Research:

https://quoteddata.com/research/jpmorgan-japanese-investment-trust-winds-of-change-qd/

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