Description

Fidelity Japanese Values PLC is a closed-ended equity investment trust, established on March 15, 1994, and domiciled in the United Kingdom. It operates under the primary management of FIL Investment Services (UK) Limited, with co-management responsibilities shared by FIL Investments International. The trust strategically allocates capital within Japan's public equity markets, aiming to build a diversified portfolio with a particular emphasis on small and mid-capitalization companies. Its investment process employs a rigorous bottom-up fundamental analysis, where stock selection is driven by assessing business strategies, technical and operational advantages, and competitive positioning of potential holdings. The portfolio's performance is benchmarked against the Russell/Nomura Mid Small Cap Japan Price Index (excluding dividends).