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magazineBest performing Japan funds and investment trusts
Fidelity Japan Trust (FJV) has the best five-year performance of all Japan-focused investment trusts and funds. It generated a 150.9% total return, which encompasses share price gains and dividends.
In comparison, the MSCI Japan index returned 46.7% over the same five-year period, being one of the popular benchmarks used by Japan-focused investment vehicles.
It is important to appreciate that what’s done well in the past won’t necessarily keep winning in the future yet studying performance tables can help to spot funds and trusts that have been doing something right.
Fidelity Japan Trust’s investment style is to find growth at a reasonable price, looking for companies whose growth prospects are being under-appreciated or are not fully recognised by other investors.
The trust has a particular focus on medium-sized and smaller companies, where lower levels of analyst coverage create more frequent or greater mispriced growth opportunities.
The best performing open-ended fund over five years is FSSA Japan Focus (BY9D7B7).
Important information:
These articles are provided by Shares magazine which is published by AJ Bell Media, a part of AJ Bell. Shares is not written by AJ Bell.
Shares is provided for your general information and use and is not a personal recommendation to invest. It is not intended to be relied upon by you in making or not making any investment decisions. The investments referred to in these articles will not be suitable for all investors. If in doubt please seek appropriate independent financial advice.
Investors acting on the information in these articles do so at their own risk and AJ Bell Media and its staff do not accept liability for losses suffered by investors as a result of their investment decisions.
