Disclaimer
Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by CC Japan Income & Growth. 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.
Video
Japan has come into focus again for many investors over the past decade. A key area of interest has been dividends, in large part because of reforms made by the Japanese government that began under former prime minister Shinzo Abe. These are ongoing and designed to incentivise Japanese companies, famous for sitting on large sums of cash, to boost shareholder returns.
To understand what’s going on and why investors may want to consider Japan if they’re investing for income, we spoke to Richard Aston, manager of the CC Japan Income and Growth Trust. You can see the time stamps for specific questions below the video, if you wish to skip forward to a particular answer.
00:44 - What does CCJI invest in?
02:05 - Why invest in Japan?
02:52 - Why is Japan good for dividend investors?
04:01 - What changes have taken place in Japan that have improved potential returns for investors?
05:11 - Are there going to be more changes in the future?
07:11 - What themes are there in the portfolio?
08:54 - Are there any sectors you avoid investing in?
09:31 - Has volatility let you add to the CCJI portfolio?
12:40 - How has CCJI performed over the past 1, 3 and 5 years?