In this episode of Trusts in Focus, we discuss the newly-announced enhanced dividend and discount management policy for Schroder Japan (SJG), together with our view on the trust and the wider Japan sector.
00:00 Introduction
01:06 Overview of enhanced dividend policy
04:30 Overview of discount management policy
05:54 Our views on the trust
09:07 Our views on the wider implications
10:32 Our views on the broader Japanese sector
13:18 The effect of recent initiatives
15:29 Risk warning