In this note, we ask the 10 questions we would ask the FJV board at the forthcoming AGM on 17 May 2022. To offer a perspective, we also give the answers that we would give, if we were asked the same questions. We believe they fall into four key categories: i) What are the likely impacts on the trust of the Russian invasion of Ukraine? ii) Having outperformed for many years, why has the trust’s performance dipped recently, and what will see it return to outperformance? iii) How will the investments perform in a higher-inflation environment? iv) What is the macro outlook for Japanese equities, given the economic, market and ESG perspectives?
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