China Q1 investment update

Discover why Japan’s overlooked small caps offer fresh growth as innovation and AI reshape the market.

Three investment managers debate growth strategies from tech disruption to steady compounders

Matthew Brett assesses the Japan Trust’s performance, highlighting new holdings and the portfolio’s growth potential.

The China Fund aims to outperform (after deduction of costs) the MSCI China All Shares Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

The Worldwide China Fund aims to invest in an actively managed portfolio of Chinese market stocks. We invest on a long-term (5 year) perspective, and have a strong preference for growth. We are looking for significant upside in each stock that we invest in.