AJOT Aug 2024 - Intro & Performance (1/3)
Manage episode 442758979 series 3566087
AJOT’s NAV decreased by -1.9% (in GBP) and -2.9% (in JPY) over the month, while the benchmark returned - 1.4% (in GBP) and -2.3% (in JPY). Despite heightened volatility so far in 2024, AJOT has outperformed its benchmark by +7.8% (in GBP), returning +12.7% vs the MSCI Japan Small Cap Index’s return of +4.9%.
View AJOT's July 2024 factsheet here
Visit the fund page here
//About us:
Asset Value Investors (“AVI”) have been investing in Japan for three decades. AVI focuses on undervalued companies with resilient and growing earnings that investors overlook due to non-fundamental factors.
AVI Japan Opportunity Trust p.l.c is referred to as ‘AJOT’ throughout the channel. AJOT’s investment managers, Asset Value Investors are referred to as ‘AVI’
//IMPORTANT INFORMATION
AVI is authorised and regulated by the Financial Conduct Authority of the United Kingdom (the "FCA") and is a registered investment adviser with the Securities and Exchange Commission of the United States. While AVI is registered with the SEC as an investment adviser, it does not comply with the Advisers Act with regard to its non-U.S. clients. This podcast does not constitute an offer to buy or sell shares in AVI Japan Opportunity Trust (the "Trust"). The contents of this podcast are not intended to constitute, and should not be construed as, investment advice. Potential investors in the Trust should seek their own independent financial advice. AVI neither provides investment advice to, nor receives and transmits orders from, investors in the Fund.
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