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Fidelity Japanese Values PLC

Fidelity Japanese Values PLC aims to be the key investment of choice for those seeking Japanese smaller companies exposure. This Investment Trust invests in an actively managed portfolio of securities, primarily of small- and medium-sized Japanese companies listed or traded on Japanese stock markets. It follows a ‘growth at a reasonable approach’ (GARP) and aims to identify companies that are transforming from stable domestic cash generators to the future pan-Asian growth stories.

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.

For this trust it is all about joining the dots between different ideas and forming a new line of enquiry. Research is key.

May suit investors who:

  • Are experienced and already have a diversified portfolio
  • Accept the higher risks involved in investing in Japan, including currency risk
  • May already have large-cap Japan exposure and now want to focus on smaller companies
  • Can afford to take a long-term investment view
  • Are investing for their future; the trust may be held in an ISA, Junior ISA, SIPP or General Investment Account

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.

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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