JPMorgan Japanese
Company Notes
Weathering 2021 supported by structural trends
JPMorgan Japanese aims to deliver capital growth by investing in Japanese equities, unconstrained by size or sector limits. The fund has been managed by Nicholas Weindling since 2007, supported by JPMorgan Asset Management’s Tokyo-based Japanese Equities team, with Miyako Urabe joining as co-portfolio manager in May 2019. The managers adopt a bottom‐up, stock picking approach focused on growth and quality. The fund has a strong long-term performance record, delivering a NAV total return of +275% over the last ten years, which represents a significant outperformance of its TOPIX benchmark (+144%) albeit an underperformance of its peer group (+302%). As shown in the table below, the fund has consistently outperformed its benchmark, while its returns remain close to the peer group average. It is the largest investment trust focused on Japan, with a £1.0bn market cap.
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