JPMorgan Japanese Investment Trust

JPMorgan Japanese Investment Trust
JPMorgan Funds Limited
Closed Ended Investment Company
0.67 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.2 %
Topix 1st Section
Fund Size
£ 617.58 million
Discount Premium
In order to achieve its stated investment policy and to seek to manage investment risks, the Company invests in a diversified portfolio of quoted Japanese companies. The number of investments in the portfolio will normally range between 50 and 100. The average number of holdings in the portfolio has reduced in recent years as the Investment Managers have focused on those companies that have strong balance sheets and are not affected by macro-economic issues. The Company makes use of both long and short term borrowings to increase returns and focuses on first hand company research and analysis.
Holding %
Senior Secured Loan Notes 12.04 %
Keyence Corp 6.26 %
Recruit Holdings Co Ltd 5.64 %
Shiseido Co Ltd 4.93 %
Tokio Marine Holdings Inc 4.86 %
Kao Corp 4.36 %
CyberAgent Inc 4.04 %
M3 Inc 3.93 %
MonotaRO Co Ltd 3.67 %
Hikari Tsushin Inc 3.46 %
Region %
Japan 100.00 %
Sector %
Technology 26.68 %
Industrials 22.51 %
Consumer Defensive 14.64 %
Financial Services 11.08 %
Consumer Cyclical 10.02 %
Healthcare 5.65 %
Communication Services 5.54 %
JPMorgan Funds Limited
EC4Y 0JP, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Shoichi Mizusawa
Joined 01/01/2010

Shoichi Mizusawa, managing director, is a country specialist for Japan equities and head of the Japan Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Based in Japan, he leads the Japan-dedicated equity portfolio management teams in Hong Kong and Tokyo. Shoichi joined the Firm in 1997 as a marketing manager responsible for Japan pension funds. He transferred to the Japan Portfolio Group in 2000 and took up his current role in 2010. Prior to joining the Firm, Shoichi spent four years with Postipankki as the Tokyo representative in capital markets. He began his career with Mitsubishi Motors Corporation in 1989. Shoichi obtained a B.A. in Political Science and Economics from Waseda University and an M.B.A. from Simon Fraser University.

Nicholas Weindling
Joined 11/12/2007

Nicholas Weindling, 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. Nicholas joined the Firm in 2006 from Baillie Gifford in Edinburgh, where he worked initially as a UK large cap analyst and latterly as a Japanese equities investment manager. Nicholas obtained a B.A. (Hons) in History from Cambridge University.

Data provided by Morningstar.

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