Investment trust Atlantis Japan Growth Fund (AJG) provides exposure to a broad-based portfolio of mid and small cap Japanese equities. It is a single-country fund offering a play on Japan’s improving economic backdrop and attractive corporate valuations. The trust’s discount to net asset value (NAV) has narrowed from a 12-month average of 8.9% to 3% as investors warm to a sustained ...

The Japanese economy appears to be finally cranking back into growth mode after as ‘Abenomics’ and financial stimulus by the country’s central bank take effect. Reforms, introduced by prime minister Shinzo Abe, are matched by improving corporate governance and are broadly supportive of Japanese shares. Companies are also flush with cash, meaning there’s scope for material dividend ...