JPMorgan Japanese Investment Trust

Overview

Established in 1927, the JPMorgan Japanese Investment Trust is a UK-based investment trust dedicated to investing in Japanese equities. The trust aims to provide shareholders with capital growth by investing in a diversified portfolio of quoted Japanese companies or securities providing an indirect investment in Japan. It is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The trust's investment strategy involves selecting companies across various sectors, including information technology, financial services, consumer discretionary, consumer staples, healthcare, communication services, industrials, materials, energy, utilities, real estate, telecommunications, media, retail, and automotive. The portfolio is managed by JPMorgan Asset Management (UK) Limited and JPMorgan Asset Management (Japan) Limited. As of October 14, 2025, the trust's ten largest investments, constituting 45.2% of its total assets, were Sony (6.6%), IHI Corp (5.8%), Mitsubishi UFJ Financial Group Inc (5.7%), Nintendo Ltd (4.8%), Advantest Corp (4.4%), Asics Corp (4.3%), Rakuten Bank Ltd (4.2%), Itochu Corp (3.3%), Sanrio (3.2%), and Hoya Corp (3.0%). The trust's investment philosophy focuses on capital growth through investments in Japanese companies, leveraging JPMorgan's expertise in the Japanese market to identify opportunities across various sectors and stages of company development.

Portfolio Companies