Schroder Japan Growth : SJG

Research History

• 03 Nov 2022 50 min read

  QuotedData’s Economic and Political Monthly Roundup November 2022

  Economic and Political Monthly Roundup Investment companies | Monthly | November 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]

• 30 Sep 2022 1 min read

  Interview with Masaki Taketsume of Schroder Japan Growth

  In this week’s show, James Carthew talked to Masaki Taketsume of Schroder Japan Growth. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to watch […]

• 12 Nov 2020 5 min read

  QuotedData’s Economic Roundup – November 2020

  Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

• 10 Aug 2020 7 min read

  QuotedData’s Investment Companies Roundup – August 2020

  Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over July: Seneca Global Income & Growth – […]

• 26 May 2020 1 min read

  Growth strategies webinar

  On Thursday 21st May we held our Growth Strategies webinar which showcased Baillie Gifford European Growth Trust, Fundsmith Emerging Equities Trust and Schroder Japan Growth Fund. The event is a pre-cursor to our postponed Growth Strategies conference which will now be held on 14th October 2020. Stephen Paice of Baillie Gifford, Michael O’Brien of Fundsmith […]

• 07 May 2020 4 min read

  QuotedData’s Economic Roundup – May 2020

  Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]

• 24 Jan 2020 20 min read

  QuotedData’s Investment Companies Annual Review – 2019

   In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]

• 12 Nov 2019 1 min read

  QuotedData’s economic roundup – November 2019

  Economic & Political Roundup

• 08 May 2019 4 min read

  QuotedData’s economic roundup – May 2019

  Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]

• 13 Nov 2018 1 min read

  QuotedData’s economic roundup – November 2018

  QuotedData’s economic roundup – November 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any […]

• 12 Oct 2018 1 min read

  QuotedData’s investment companies roundup – October 2018

  QuotedData’s investment companies roundup – October 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in September Trian Investors 1 is a new fund that will adopt […]

• 11 May 2018 1 min read

  QuotedData’s Economic round up – May 2018

  QuotedData’s economic round up – May 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

• 18 Apr 2018 1 min read

  QuotedData’s Economic round up – April 2018

  QuotedData’s economic round up – April 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]

• 18 Jan 2018 1 min read

  QuotedData – 2017 review of the year

  QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside:  US markets hit new highs despite three interest rate rises.  Perceived low/no growth areas such as Europe and Japan burst into life.  Asia’s technology stocks surged.  India’s […]

• 10 Nov 2017 2 min read

  QuotedData’s economic round up – November 2017

  QuotedData’s economic round up – November 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

• 08 Nov 2016 1 min read

  QuotedData investment companies roundup – November 2016

  Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2016. november-investment-companies-roundup-2  

• 08 Apr 2015 1 min read

  Is Japan on the road to recovery? – a look at the sector

  A falling population, enormous government debt, low to no growth, persistent deflation; this is not most people’s idea of the recipe for attractive investment returns. While they disagree on the impact of government efforts to kick-start the economy, the investment managers of investment companies specialising in Japan believe many Japanese companies can thrive regardless. Japan

News

• 26 Sep 2024 2 min read

  Schroder Japan shareholders to get enhanced dividend

  Schroder Japan results for the 12 months ended 31 July 2024 have been published and they are good. The NAV total return was 21.0%, outperforming the benchmark’s total return of 16.4%. However, the share price return was 16.1%. During the year, the company repurchased a total of 2,503,437 shares. Revenue during the year increased from […]

• 24 Jun 2024 1 min read

  Schroder Japan adopts new dividend and discount policy

  The board of Schroder Japan Trust (SJG) has announced a new enhanced dividend and discount management measures, after holding conversations with shareholders. Dividend: The board would now like to adopt an enhanced dividend policy to pay out 4% of average net asset value in each financial year. Further details will be provided in the next […]

• 17 Apr 2024 2 min read

  QuotedData’s morning briefing 17 April 2024 – VNH, SJG, API, PCTN

  In QuotedData’s morning briefing 17 April 2024: VietNam Holding (VNH) announced a monthly update highlighting that the company’s NAV rose +4.4% for March due to the outperformance of holdings in retail, telecoms, and construction. The manager noted that Vietnam’s economy continued its exports-led growth story in March, posting a relatively impressive GDP rise of 5.7% […]

• 29 Sep 2023 2 min read

  Schroder Japan hits its third consecutive year of outperformance

  Schroder Japan (SJG) has released its annual results for the period ending 31 July 2023. Over the 12 month period SJG reported a NAV total return of 11.7% and share price total return of 18.7%. This compares favourably to its benchmark return of 9.4% and is SJG’s third year of outperformance. Positive contributors to SJG’s […]

• 14 Oct 2022 8 min read

  Schroder Japan Growth benefits from value bias and gearing

  Schroder Japan Growth (SJG) has published its annual results for the year ended 31 July 2022, during which it provided an NAV total return of 1.0%, outperforming its benchmark which produced a negative total return of -1.9% over the year. The share price fell -2.0% on a total return basis, with the discount averaging 11.0% […]

• 27 Oct 2021 2 min read

  QuotedData’s morning briefing 27 October 2021

  In QuotedData’s morning briefing 27 October 2021: Henderson International Income (HINT) has published its annual results for the year to 31 August 2021. During the period, its NAV rose by 22.7% (debt at par) and by 23.5% (debt at fair value) while the total return on the ordinary share price was 18.5%. This figure includes […]

• 21 Oct 2020 4 min read

  Disappointing year for Schroder Japan Growth

  Over Schroder Japan Growth’s (SJG) annual results period to 31 July 2020, it delivered a total NAV return of -11.7%, which compares with -6.1% by the benchmark. In the manager’s report, it was noted that the company’s bottom-up stock picking approach typically results in a moderate bias towards an overall ‘value’ style. This generated a headwind for […]

• 17 Oct 2019 1 min read

  QuotedData’s other news 17 October 2019

  In QuotedData’s other news 17 October 2019 Gore Street has expanded by £10.7m after raising an additional £9.5m from the NTMA and £1.2m from other investors. Hipgnosis Songs Fund raised £231m from its C share issue – that’s a lot of money but also quite a bit short of the £300m it said it was looking […]

• 04 Oct 2019 2 min read

  Schroder Japan frustrated by short term performance

  Schroder Japan frustrated by short term performance over year to end July 2019 but sees value in portfolio and is prepared to raise gearing. Over the period, the NAV and share price total returns were -4.6% and -8.4%, respectively, compared with +1.0% produced by the TOPIX. The chairman said “The single largest frustration is in […]

• 07 Feb 2019 2 min read

  New manager for Schroder Japan

  New manager for Schroder Japan – Schroder Japan Growth Fund has announced that Masaki Taketsume will be assuming formal responsibility for its portfolio from 1 July 2019. Masaki has been at Schroders for over a decade, and this appointment represents the execution of the long-term succession plan for Andrew Rose who has decided to retire from […]

• 02 Oct 2018 1 min read

  Schroder Japan reports modest outperformance

  Schroder Japan reports modest outperformance – Schroder Japan Growth Fund has published its annual report for the year ended 31 July 2018. The NAV and share price outperformed the TSE First Section Total Return Index, producing total returns of 10.2% and 10.6%, respectively, compared with 9.7% produced by the index. The directors have declared a final dividend […]

• 09 Oct 2017 1 min read

  Schroder Japan Growth hits new highs

  Schroder Japan Growth hits new highs – Schroder Japan Growth says that the year to 31 July 2017 has been an excellent one for its shareholders, with the NAV and share price reaching the highest levels in the company’s history. The NAV outperformed the TSE First Section Total Return Index, producing a total return of 20.4%, […]

• 18 Apr 2016 1 min read

  Best and worst performing investment trusts: Unloved commodity, Brazil and Russia funds finally come good

  Recovery in commodity prices has boosted investment trusts specialising in the sector Investors also hoping for Brazil revival if leader Dilma Rousseff is ousted Biotech and healthcare hit by fears Democrat party will squeeze drug prices if they win the US   http://www.thisismoney.co.uk/money/investing/article-3542148/Unloved-commodity-Brazil-Russia-funds-finally-come-good.html  

• 11 Apr 2016 1 min read

  Schroder Japan Growth hit by gearing

  The six-month period to 31 January 2016 saw weaker performance from the Japanese stock market. Schroder Japan Growth’s net asset value per share on a total return basis reduced by 4.6% (compared to a negative total return of 1.9% for the period from the Benchmark Index). The share price produced a negative total return of […]

• 02 Oct 2015 1 min read

  Schroder Japan benefits from stock selection and gearing

  Schroder Japan Growth had a great year for the twelve months ended 31 July 2015, generating a total return on net assets of 24% while its benchmark delivered a return of 17.7%. The Directors have declared a final dividend of 2.00p per share for the year, an increase of 11.1% over the 1.80p per share […]

• 30 Mar 2015 1 min read

  Schroder Japan Growth doing well

  Schroder Japan Growth’s interims for the six months ended 31 January 2015 show the company’s NAV produced a total return of 12.1%, outperforming the Benchmark Index, which produced a total return of 8.9%. The share price produced a total return of 11.3% during the period. Andrew Rose’s manager’s report says the sharp fall in the oil […]

• 02 Oct 2014 1 min read

  Schroder Japan beats benchmark

  SJG : Schroder Japan beats benchmark Schroder Japan Growth has published results for the year ended 31 July 2014. Over the year the strength of Sterling held back returns – translating a 15%+ gain in Yen terms into a 0.2% loss for the benchmark index. Schroder Japan Growth managed to beat this however, delivering a […]

• 02 Apr 2014 1 min read

  Schroder Japan Growth : SJG – interim results and fee change

  Schroder Japan Growth has released its interim results covering the six months to the end of January 2014. Over that period the net asset value fell by 3.0%, slightly less than the 3.2% fall in the TSE First section Index. The discount widened slightly so the share price fell by 3.9%. From 31 July 2014 […]

In The Press

• 15 Jul 2024 1 min read

  Investment trust insider on small caps

  Investment trust insider on small caps – James Carthew: The world can’t be mean to small-caps forever The dominance of mega-cap tech stocks has exacerbated the underperformance of smaller company funds, but history suggests this should change. Mean reversion, the tendency for asset prices to return to their long-term average, is a wonderful thing. However, […]

• 20 Feb 2019 1 min read

  Investment Trust Insider on Schroder Japan Growth

  Investment Trust Insider on Schroder Japan Growth – James Carthew: Schroder Japan Growth could look rosy under new manager Earlier this month Schroders announced that Andrew Rose, manager of Schroder Japan Growth (SJG), was getting ready to retire in June 2019. The plan is to hand over the funds he manages to Masaki Taketsume, who has […]

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