Japan Growth Q3 investment update

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

We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.

The China Team reflects on recent performance, portfolio changes and market developments.

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.

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