Fidelity Japan Trust Plans Strategic Merger with AVI Japan Opportunity Trust

Fidelity Japan Trust PLC (LSE:FJV) has unveiled plans for a strategic merger with AVI Japan Opportunity Trust PLC (AJOT) following an in-depth review of its future options. Under the proposed terms, FJV shareholders can choose to exchange their holdings for new AJOT shares or opt for a cash payout—subject to a discount. The move aims to give investors access to AJOT’s proven investment approach, potential market valuation gains, and greater liquidity flexibility.

About Fidelity Japan Trust PLC

Fidelity Japan Trust PLC is an investment trust focused on Japanese equities, with a strategy centred on achieving capital growth. It invests primarily in small and mid-cap Japanese companies, using a data-driven stock selection process and maintaining active engagement with portfolio firms to enhance long-term performance.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

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