Jpmorgan Japan Smaller C... Share Discussion Threads

[hectorp] 19/1/2006 10:05

THe Trust share price sseems to have doubled in recent months... no warrants are there..
no warrants on any Japan trusts?

[energyi] 18/1/2006 11:06

Any warrants on this one?

what is a reasonably liquid wt on a Japan Fund?

[megsta] 18/1/2006 11:04

last 2 days have seen a heavy fall due to selling (profit taking) and scared investors dumping stock after the Livedoor Co scandal.

These things usually take 3 days to resolve. IMO, this is a buying op' for Japan will be on its 4th day on thursday. DYOR!

[megsta] 04/1/2006 13:14

30- December- 05
JPMorgan Fleming Japanese Smaller Investment Trust
Ten Largest Investments in % of Total Assets.

Sugi Pharmacy.....................................3.3

(Health & Beauty Care)

ARRK...................................................2.7

(Product Development Sevices)

K.K.DaVinci Advisors.............................2.4

(Finance)

Matsui Securities...................................2.4

(Finance)

Ibiden....................................................2.3

(Electronics, Ceramics, Housing Materials)

Shoei Company.....................................2.2

(Finance)

PAL......................................................2.2

Urban....................................................2.2

Sparx Asset Management.......................2.1

Advanced Media.....................................2.0

[easy74] 04/1/2006 12:07

Bought into JPS yesterday morning. Not a bad start!

[megsta] 04/1/2006 11:12

JPMorgan Japanese Smaller Companies Investment Trust plc


JAPAN NIKKEI 225 INDEX:


More details on JPS can be found at:

For detailed discussion on the Japanese economy and investment opportunities visit:

THE JAPAN THREAD on ADVFN:

[foster] 20/12/2004 16:26

In the 2004 annual report the stated objective of JPS is...
"Capital growth through investment in small and medium-sized Japanese companies."

On the JPMF website currently it is...
"Long-term capital growth through investment in small and medium-sized Japanese companies."

According to TrustNet today, NAV performance figures are...
1-month -8.5%
3-month -9.9%
6-month -22.5%
1-year -3.9%
3-year +1.5%
5-year -73.4%

The trust is seventh out of the seven Japan Smaller trusts over all of these periods except 3-months, where it is sixth.

Long-term or any term, in no way can this performance be regarded as meeting the objectives. Yet in the interim report, Chairman Alan Clifton says "We shall continue to rigorously review the investment process and its timely application in our determination to see that at least satisfactory investment returns are delivered"

Only "satisfactory"? Management fees are currently being charged at the rate of £1,480,000 p.a. Nice carrot, but where's the stick? Surely what is required here is some stronger disincentive for underperformance.

[banovallum] 30/6/2004 15:04

NAV increased from 291 to 298 this afternoon....added.

20/7/04 NAV 274 not holding now till discount increases.

[banovallum] 28/6/2004 11:12

Doing really well for my PEP

[banovallum] 17/6/2004 11:09

So today we are in Shares Magazine Master Portfolio which may or may not explain yesterdays rise. However Shares gives the Epic as JFJ which is a different trust!

[banovallum] 16/6/2004 07:49

Nice rise this morning before open? Makes me wonder.

[banovallum] 14/6/2004 21:18

Bought some for my PEP last week. Looks to have got the turn.