Disclaimer
Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by Schroder Japan. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
In this episode of Trusts in Focus, we discuss the newly-announced enhanced dividend and discount management policy for Schroder Japan (SJG), together with our view on the trust and the wider Japan sector.
00:00 Introduction
01:06 Overview of enhanced dividend policy
04:30 Overview of discount management policy
05:54 Our views on the trust
09:07 Our views on the wider implications
10:32 Our views on the broader Japanese sector
13:18 The effect of recent initiatives
15:29 Risk warning