Episode Details

Trusts in Focus: We look at the enhanced dividend and discount management policy for Schroder Japan

In this episode of Trusts in Focus, we discuss the newly-announced enhanced dividend and discount management policy for Schroder Japan, 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

Our latest note on SJG  - https://www.trustintelligence.co.uk/investor/articles?fund_id=38

SJG website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-japan-trust/9