JPMorgan Japan Smaller Companies Investment Trust Plc

Name
JPMorgan Japan Smaller Companies Investment Trust Plc
Manager
JP Morgan Asset Management (UK) Ltd
Type
Closed Ended Investment Company
ISIN
GB0003165817
Sector
Japanese Smaller Companies
Launched
04/04/1984
OCF
1.14 %
Risk Rating
4
3 Year Sharpe
0.51
3 Year Alpha
6.32
Yield
3.4 %
Benchmark
S&P Japan Small NR JPY
Fund Size
£ 244.21 million
NAV
509
Gearing
107
Discount Premium
-11
The Funds objective is Long-term capital growth through investment in small and medium sized Japanese companies. The Company's investment universe is restricted to all Japanese quoted companies excluding the largest 200 measured by market capitalisation to maintain a portfolio almost wholly invested in Japan.
Holding %
Taiyo Yuden Co Ltd 3.31 %
FP Corp 3.29 %
Miura Co Ltd 3.23 %
Bengo4.com Inc 3.19 %
Raito Kogyo Co Ltd 2.90 %
DTS Corp 2.89 %
Net One Systems Co Ltd 2.77 %
MISUMI Group Inc 2.50 %
Benefit One Inc 2.46 %
Nippon Prologis REIT Inc 2.38 %
Region %
Japan 100.00 %
Sector %
Industrials 30.64 %
Technology 29.14 %
Consumer Cyclical 8.76 %
Basic materials 7.94 %
Healthcare 6.43 %
Communication Services 5.65 %
Name
JP Morgan Asset Management (UK) Ltd
Address
EC4Y 0JP, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Naohiro Ozawa
Joined 07/01/2018

Naohiro Ozawa, vice president, is a country specialist for Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Tokyo. He joined the Firm (JPMorgan Securities Japan) in 2006 as an analyst and transferred to Asset management to take up his current position in 2008. Naohiro obtained a B.Sc. in Economics from the London School of Economics and Political Sciences and is a Chartered Member of the Securities Analysts Association of Japan (CMA).

Michiko Sakai
Joined 07/01/2018
Eiji Saito
Joined 11/08/2016

Eiji Saito, executive director, is a country specialist for Japan equities and a member of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team based in Tokyo. He joined J.P. Morgan in 2004 from Nikko Asset Management, Co. Ltd., where he spent eight years initially responsible for managing Asian equity funds and later Japanese mid-small cap equity funds. Eiji obtained a B.A. in International Politics, Economics and Business from Aoyama Gakuin University in Japan. He is a Chartered Member of the Security Analysts Association of Japan (CMA).

Data provided by Morningstar.

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