Matthews Japan Active ETF (JPAN)

Overview

The company operates as an investment fund focused primarily on the Japanese market. Its primary objective is to achieve investment growth by allocating at least 80% of its net assets, which also includes any borrowed funds for investment purposes, into the common and preferred stocks of companies that are located within Japan. This strategic focus on Japanese equities signifies the fund's commitment to leveraging the unique opportunities presented by the Japanese market, characterized by its dynamic economy and diverse corporate landscape. The fund's investment strategy is designed to cater to investors seeking exposure to Japanese companies through a managed portfolio, designed to navigate the complexities and capitalize on the opportunities within Japan's investment landscape.

Products and Services

• Common Stocks in Japanese Companies

  This product focuses on investing in common shares of publicly traded Japanese companies. Common stocks offer the potential for profit through capital appreciation and dividends, making them a cornerstone of the fund’s investment strategy. The selection of stocks is based on in-depth analysis to identify companies with robust growth potential and strong market positions.

• Preferred Stocks in Japanese Companies

  As part of its diversified investment approach, the fund also allocates a portion of its assets to preferred stocks of Japanese companies. Preferred stocks combine features of both equity and debt, offering fixed dividends and higher claims on assets than common stocks, which can provide a more stable income stream. This product is designed for investors looking for a mix of income and potential for appreciation, with a slightly lower risk profile compared to common stocks.

• Investment Borrowing Strategy

  This service involves leveraging borrowing for the purpose of investment to amplify the fund's capacity to invest in its target assets. By borrowing additional funds, the fund can increase its position in selected securities, potentially enhancing returns on invested capital. However, this approach also involves a higher level of risk, as it increases the fund's exposure to market volatility. This strategy is suited for investors who are comfortable with a higher risk to potentially achieve higher returns.