Japanese Equities Q2 investment update

We delve into the post-election rally in US markets and the US Growth Trust’s private holdings.

An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

The Japanese Fund aims to outperform (after deduction of costs) the TOPIX, as stated in sterling, by at least 1.5 per cent per annum over rolling five-year periods.

The Worldwide Japanese Fund aims to maximise total return principally through investment in equity securities which are listed, traded or dealt on Regulated Markets in Japan.

Discover Japan's untapped potential. Focusing on fundamentals, we try to find mispriced, under-appreciated growth opportunities.

Unearthing Japan's hidden opportunities, our strategy targets emerging disruptors, strong franchises, and corporate reform for growth.