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Fujitec

AVI is proposing an integrated set of measures to solve Fujitec’s problems. The recommended solutions are not narrowly focused on balance sheet improvements, but also address strategy and governance.

  • Fujitec should perform a fundamental strategic review with the help of outside professionals to identify areas for improvement and outline a transformation plan. The review should focus on utilising outsourced manufacturing, growing after-sales services, and include the exploration of merger options with competitors.​
  • As the first step toward greater capital efficiency, Fujitec should commit to divesting its “strategic holdings” in other listed companies. Along with its new transformation plan, Fujitec should establish a clearly defined and transparent capital policy that sets clear investment hurdle rates for future capital expenditures.
  • To improve governance and re-invigorate the company, Fujitec should adopt a three-committee style board structure, establishing a Nominating and Compensation Committee to recruit additional experienced independent directors, including an independent Chairman. Independent directors should be given broad authority to supervise management’s execution of the transformation plan.

We want to support Fujitec in becoming a best-in-class elevator & escalator company focused on Asia, after-sales services, and technology.

Click here for further information on AVI’s PRESENTATION & LETTER to FUJITEC

AVI Global Trust

Key facts

  • Total assets:
    £1.2 billion*
  • Launch date:
    1 July 1889
  • Average annual return:
    12.0%**
  • Ongoing Charges Ratio:
    0.89%***

* As at 31 March 2021
** Source: Morningstar, performance period 30 June 1985 to 31 March 2021, TR net of fees, GBP
*** As at 30 September 2020, includes: management fee 0.70%, marketing and administration costs

AVI Global Trust p.l.c is referred to as ‘AVI Global’ throughout the website. AVI Global’s investment managers, Asset Value Investors are referred to as ‘AVI’

AVI Global currently conducts its affairs so that its shares can be recommended by Independent Financial Advisers (“IFAs”) in the UK to ordinary retail investors in accordance with the Financial Conduct Authority (“FCA”) rules in relation to non-mainstream investment products and intends to continue to do so. The shares are excluded from the FCA’s restrictions which apply to non-mainstream investment products because they are shares in an authorised investment trust. © AVI Global Trust plc. 2019 Registered in England No: 00028203. An investment company under Section 833 of the Companies Act 2006. Registered Office: Beaufort House, 51 New North Road, Exeter, EX4 4EP. Managed by Asset Value Investors Ltd. which is authorised and regulated by the Financial Conduct Authority. Past performance should not be seen as an indication of future performance. The price of investments and the income may fall as well as rise and investors may not get back the full amount invested. AVI Global uses gearing techniques (leverage) which will exaggerate market movements both down and up which could mean sudden and large falls in market value. Please refer to the Key Features Document for further details of the risks affecting your investment. Performance figures are cumulative and based on Price total return and do not include Plan charges. For more information, please call 03458 500181. Tax treatment depends on the individual circumstances and may be subject to change in the future. Asset Value Investors Ltd do not offer Innovative Finance ISAs.

Disclaimer

The website is directed only at Professional Clients in the UK. The website is issued by Asset Value Investors Limited (“AVI”), in respect of AVI Global Trust plc (“AVI Global”). AVI is authorised and regulated by the UK Financial Conduct Authority (“FCA”). AVI Global is a public company listed and traded on the London Stock Exchange.

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