Fund Profile

CC Japan Income & Growth 05 September 2018

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Disclosure – Non-substantive Research

This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour. 

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2024 Kepler Income & Growth Rated Fund

This trust has been awarded a rating by Kepler Trust Intelligence for income & growth... Find out more

Fund History

09 Dec 2024 Monthly roundup: updates from the property sector, our income event and digital infra news
Jo, David and Ryan discuss the latest news, reviews and interviews in the investment trust world...
27 Nov 2024 CC Japan Income & Growth
Richard Aston
Rewatch this session from November to hear from a range of managers that aim to provide investors with sustainable dividend income over time, alongside capital growth...
Watch Recording
08 Nov 2024 Fund Analysis
CCJI’s strong relative performance continues to be driven by stock selection…
28 Aug 2024 Dream team
Our analysts review how their fund picks for 2024 have done…
17 Jul 2024 Balancing act
We ask why trusts with a more flexible approach have outperformed…
01 Jul 2024 Value remains in the Japanese stock market
Despite reaching a 34-year high, it may have more room to run...
01 May 2024 From riches to rags to riches, is this time really different for Japan?
Japan’s decade-long corporate governance push is finally leading to significant improvements to underlying Japanese businesses…
17 Apr 2024 Fund Analysis
CCJI’s differentiated investment approach has led to sector-leading performance…
09 Apr 2024 The opportunity in Japan, with CCJI's Richard Aston - Podcast: Trust Issues #28
We discuss policy changes, small and mid-caps, and Richard's approach to valuations...
17 Jan 2024 Top of the Pops
We reveal the winners of our investment trust ratings for 2024…
03 Jan 2024 Probably better asking an octopus
Our investment trust experts uncurl a tentacle each and choose their ‘top picks’ for 2024…
05 Oct 2023 Fund Analysis
CCJI leads the performance tables in Japan over one, three and five years…
27 Sep 2023 Ohayō Japan!
Our analysts discuss what they think may be a new dawn for the Land of the Rising Sun...
06 Apr 2023 Interview with CC Japan Income & Growth's manager Richard Aston
We discuss why Japan has so many opportunities for income investors...
15 Feb 2023 Fund Analysis
CCJI is an attractive ‘buy and hold’ strategy…
15 Feb 2023 Lost in translation
We argue Japanese equities look attractive on both a short and long-term view…
11 Jan 2023 Solving the Rubik’s Cube
We reveal the winners of our investment trust ratings for 2023…
12 Oct 2022 The Buck stops where?
The US dollar has surged in 2022, but many are questioning whether this can be sustained...
07 Sep 2022 Fund Analysis
By focussing on Japan’s corporate leaders, CCJI’s performance has led the AIC Japan sector over both one and five years…
20 Apr 2022 On the hunt
We review discounts in the investment trust space against a backdrop of harsh conditions...
02 Mar 2022 Fund Analysis
CCJI has outperformed its peers and the TOPIX index over the last 12 months, while offering a consistent source of income…
03 Nov 2021 Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
15 Sep 2021 Bargains galore
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
18 Aug 2021 Fund Analysis
CCJI has recently outperformed its peers and benchmark, while still being the highest-yielding trust in its sector…
14 Jul 2021 Grade inflation
We look at how our discounted opportunities portfolio has done in the first half of the year and update on the performance of our long-term rated funds…
02 Jun 2021 Fortune favours the brave (sometimes)
Our research suggests wide discounts often herald high NAV returns too…
05 May 2021 Vive la revolution
For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…
14 Apr 2021 Wide Boys
We review our portfolio of chonky discounts as one star performer hits its target…
24 Mar 2021 Shoot to Thrill: ISA targets for long term growth
We all intend to invest for the long-term but can often be distracted by the news...
16 Mar 2021 Fund Analysis
Offering the highest yield in the sector, CCJI focusses on quality Japanese companies capitalising on corporate reforms...
02 Dec 2020 Can you teach an old dog new tricks?
Cheap companies in Japan are drowning in what cheap companies elsewhere would kill for: buckets of cash…
30 Sep 2020 Slides and Audio: CC Japan Income & Growth
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
13 Aug 2020 Underground bangers
We look for hidden gems in the smaller end of the investment trust universe...
29 Jul 2020 To be, or not to be (geared), that is the question
Gearing is part of the toolkit that trusts use to outperform OEICs. But how is it best implemented?...
30 Jun 2020 Fund Analysis
With the highest yield in its sector, CCJI aims to take advantage of long-term shifts in the way Japanese companies are managed...
30 Jan 2019 The Income Portfolio
We reveal our investment trust picks for a mixture of income and capital growth...
06 Sep 2018 Bullseye
The third arrow of Shinzo Abe's grand plan, corporate reform, puts undervalued Japanese equities in a very attractive position...
05 Sep 2018 Fund Analysis
The strategy aims to take advantage of a secular shift towards shareholder-friendly policies, including dividends and buybacks, in corporate Japan...
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