Atlantis Japan Growth Fund Limited

Outperformance and a high income, at a discount

The fund has achieved its long-term capital growth objective, delivering an average annual NAV return of 13.6% over the past 10 years, considerably outperforming its benchmark, the TOPIX, over this period. In addition, the fund pays a high and regular dividend, offering a yield of 5.3%. Yet it is trading at a much wider discount than its peers, potentially offering new investors an attractive entry point.

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AJG - fund manager interview

Atlantis Japan Growth Fund (AJG) invests in a diversified portfolio of Japanese equities, with the aim of achieving long-term capital growth.

In this interview, Taeko Setaishi, the fund’s lead adviser, discusses the reasons for AJG’s significant outperformance over the past financial year, recent portfolio activity and the investment opportunities she sees ahead.