Report
Mark Thomas

Fidelity Japan Trust - FJV: 10 questions for the AGM on 17 May 2022

In this note, we ask the 10 questions we would ask the FJV board at the forthcoming AGM on 17 May 2022. To offer a perspective, we also give the answers that we would give, if we were asked the same questions. We believe they fall into four key categories: i) What are the likely impacts on the trust of the Russian invasion of Ukraine? ii) Having outperformed for many years, why has the trust’s performance dipped recently, and what will see it return to outperformance? iii) How will the investments perform in a higher-inflation environment? iv) What is the macro outlook for Japanese equities, given the economic, market and ESG perspectives?
Underlying
Fidelity Japan Trust

Fidelity Japan Trust is an investment trust company. Co.'s investment objective is to attain long term capital growth from a managed portfolio of securities primarily of small and medium sized Japanese companies listed or traded on Japanese stockmarkets.

Provider
Hardman & Co
Hardman & Co

We are a rapidly growing, innovative corporate research & consultancy business, based in London, serving the needs of both public and private companies.

Our expert team of sector analysts and market professionals collectively have over 400 years of experience.  This depth of knowledge and a reputation for integrity have built trust with investors. With effective communication and precision distribution, we help companies disseminate their investment message to interested investors, as well as advise them on strategy.

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Analysts
Mark Thomas

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