JPMorgan Japanese Investment Trust Equity Research & Stock Reports

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17 Jan 24

JPMorgan Japanese Investment Trust – Are we there yet?

Optimism driven by rapidly developing corporate governance reforms, a divergent economy cycle, and still-negative interest rates saw a dramatic rally in benchmark Japanese indices over 2023, with the TOPIX index climbing to its highest level in more than 30 years. With the rally driven by more value-focused sectors of the market, returns for the JP Morgan Japanese Investment Trust (JFJ) failed to keep pace for much of the year due to a portfolio more targeted towards high-quality growth stocks.

Companies: JPMorgan Japanese Investment Trust

QuotedData Professional

17 Jan 24

JPMorgan Japanese Investment Trust – Are we there yet?

Optimism driven by rapidly developing corporate governance reforms, a divergent economy cycle, and still-negative interest rates likely contributed to a dramatic rally in benchmark Japanese indices over 2023, with the TOPIX index climbing to its highest level in more than 30 years. The managers note that with the rally driven by more value-focused sectors of the market, returns for the JP Morgan Japanese Investment Trust (JFJ) failed to keep pace for much of the year due to a portfolio more tar

Companies: JPMorgan Japanese Investment Trust

QuotedData

17 Aug 23

JPMorgan Japanese

The valuation of JFJ’s high-growth portfolio looks cheaper after last year’s sell-off…

Companies: JPMorgan Japanese Investment Trust

Kepler | Trust Intelligence

24 Mar 23

A feast of ideas for your ISA Event - Using investment trusts for income with JPMorgan's Simon Elliott

Premium

22 Mar 23

JPMorgan Japanese Investment Trust – Backing the new Japan

JPMorgan Japanese Investment Trust (JFJ) has a large exposure to good quality companies that are at the forefront of the modernisation of the Japanese economy. The portfolio embraces businesses in robotics, ecommerce, digitalisation, healthcare, and renewables. It also backs some great Japanese brands and businesses that are helping the economy adapt to an ageing population. These are ‘growth’ stocks and, as we discussed in our last note, even though Japan has not, as yet, experienced the inter

Companies: JPMorgan Japanese Investment Trust

QuotedData Professional

22 Mar 23

JPMorgan Japanese Investment Trust – Backing the new Japan

JPMorgan Japanese Investment Trust (JFJ) has a large exposure to companies that are focused on the modernisation of the Japanese economy. The portfolio embraces businesses in robotics, ecommerce, digitalisation, healthcare, and renewables. It also backs Japanese brands and businesses that its managers think are helping the economy adapt to an ageing population. The majority of these stocks exhibit characteristics associated with growth stocks and, as we discussed in our last note, even though J

Companies: JPMorgan Japanese Investment Trust

QuotedData

28 Feb 23

JPMorgan Japanese

JFJ’s portfolio of high-growth businesses looks cheap as sentiment improves…

Companies: JPMorgan Japanese Investment Trust

Kepler | Trust Intelligence

06 Jan 23

Economic and Political Monthly Roundup January 2023

A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned.

Companies: EBOX ADIG ANII EGL GCP GSF HEFT JII JFJ PCT STS TRY SHRS SDP SONG FCSS BEMO

QuotedData Professional

06 Jan 23

Economic and Political Monthly Roundup January 2023

Companies: ADIG ANII BEMO EGL FCSS GCP GSF HEFT SONG JII JFJ PCT SDP STS SHRS TRY EBOX

QuotedData

05 Jul 22

JPMorgan Japanese Investment Trust - Unjustified selloff creates opportunities

A sharp selloff in the types of high-quality, growing companies favoured by JPMorgan Japanese Investment Trust (JFJ) has meant that the trust has given back much of its recent outperformance. The selloff mimics those of other countries such as the US and UK, but Japan is not afflicted by the high inflation or the threat of rising rates that triggered the stock market falls in other countries. JFJ’s managers are seeing opportunities to buy stocks that they favour on attractive valuations. They ar

Companies: JPMorgan Japanese Investment Trust

QuotedData Professional

05 Jul 22

JPMorgan Japanese Investment Trust - Unjustified selloff creates opportunities

JPMorgan Japanese Investment Trust (JFJ) has given back much of its recent outperformance. The managers select companies that they believe are high-quality and offer good growth prospects for JFJ’s portfolio. They say that these types of companies have experienced a sharp and unjustified selloff. They note that the selloff mimics those of other countries such as the US and UK, but Japan does not appear to be afflicted by the high inflation or the threat of rising rates that triggered the stock m

Companies: JPMorgan Japanese Investment Trust

QuotedData

26 May 22

JPMorgan Japanese

JPMorgan Japanese’s (JFJ) managers, Nicholas Weindling and Miyako Urabe, have proven themselves uncompromising in the face of recent market volatility. The team remains committed to investing in Japanese growth companies, with a Portfolio of both large and small companies that can capitalise on the structural opportunities within Japan. The team aims to invest into the heart of ‘New Japan’, specifically in high-quality companies which offer the prospect of high growth.

Companies: JPMorgan Japanese Investment Trust

Kepler | Trust Intelligence

17 Dec 21

Bright long-term future

JPMorgan Japanese Investment Trust (JFJ) had an impressive run of both absolute and relative 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

Companies: JPMorgan Japanese Investment Trust

QuotedData Professional

17 Dec 21

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 d

Companies: JPMorgan Japanese Investment Trust

QuotedData

03 Nov 21

Don’t fear the reaper

With market direction hard to call, we consider the case for taking a long- term view in the investment trust sector...

Companies: OCI JFJ CTY JSGI MNP CTPE ATST BRSA UKW DSM GSCT MINI CCJI NESF

Kepler | Trust Intelligence