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Fidelity Japanese Values PLC

Japan’s economy is the third largest in the world and is the world's second largest developed economy. With a focus on smaller- and medium-sized Japanese companies, many of which are under-researched, opportunity looms for mispriced stocks, whose potential is vigorously assessed before making any investment decisions. This investment trust invests in Japanese companies listed or traded on Japanese stock markets and aims to identify companies that are transforming from stable domestic cash generators to the future pan-Asian growth stories.

What’s our approach?

Fidelity's proprietary research forms the cornerstone of the investment process and drives the portfolio manager's bottom-up stock selection. The portfolio manager works closely with sector analysts, as well as dedicated small-cap analysts, and is also able to call upon Fidelity's global research network.

The portfolio manager favours companies with superior mid- to long-term earnings growth potential, competent management focused on raising shareholder returns and attractive absolute and relative valuations. The manager also assesses:

  • business strategies
  • technical and/or operational advantages
  • competitive position

While the investment trust is free to invest across a wide range of industries, sector allocation is a direct result of the manager's bottom-up stock selection.

Board of Directors

Board members

Important information

Past performance is not a reliable indicator of future results. Fidelity does not give advice. If you’re unsure of the suitability of an investment for you, you should speak to a financial adviser.

The value of investments can go down as well as up so investors may get back less than they invest. Overseas investments are subject to currency fluctuations. This investment trust can gear through the use of bank loans or overdrafts and this can be achieved through the use of derivatives. Their use may lead to higher volatility in the Net Asset Value and Share Price. This investment trust may invest more heavily than others in smaller companies, which can carry a higher risk because their share prices may be more volatile than those of larger companies.

If you'd like to receive a hard copy of the trust's annual and half-yearly reports, please fill in our online form.

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Fidelity Japanese Values PLC
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Money Obsever Trust Award 2017
Money Obsever Trust Award 2016
Money Obsever Trust Award 2015

Registration information

Registered in England and Wales; registration number 02885584.

Registered office: FIL Investments International, Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey KT20 6RP.

Fidelity Japanese Values PLC is a member of the Association of Investment Companies.
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