• AJOT Dec 2024 - Portfolio Trading Activity (3/3)

  • Jan 20 2025
  • Durée: 3 min
  • Podcast

AJOT Dec 2024 - Portfolio Trading Activity (3/3)

  • Résumé

  • AJOT’s NAV increased by +8.0% (in GBP) over the quarter and +10.8% in local currency terms (in JPY), outperforming the benchmark, which returned +0.7% (in GBP) and +3.3% (in JPY). Over the calendar year AJOT’s NAV increased by +20.9% (in GBP), outperforming the benchmark by +14.7%, which returned +6.2% (in GBP).

    View AJOT's Q4 2024 factsheet is 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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