Annual Overview from QuotedData

JPMorgan Japanese Investment Trust - Anuual Overview from QuotedData

31 October 2025

A whole new ball game

Nicholas Weindling, one of the co-managers of JPMorgan Japanese Investment Trust (JFJ), observes that the investment landscape in Japan has changed almost beyond recognition from the picture that has persisted for most of the last few decades. The country is now seeing inflation, rising interest rates and wage rises - trends that have been absent for many years. At the same time, political shifts, higher defence spending, and - crucially for investors in the country - a more dynamic corporate culture are reshaping Japan's economy.

JFJ is focused on companies with strong growth potential. This approach was out of favour a few years ago; but has worked well recently with JFJ outperforming its benchmark. JFJ can boast decent absolute and relative gains this year, and the managers see much more to play for.

Full Research:

https://quoteddata.com/research/jpmorgan-japanese-investment-trust-a-whole-new-ball-game-qd/

This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.

NB: Marten & Co was paid to produce this note JPMorgan Japanese Investment Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

QUOTEDDATA50 Gresham Street | London EC2V 7AYTel: +44 (0) 20 3691 9430

www.quoteddata.com | [email protected] | www.martenandco.com