Baillie Gifford Japanese B Acc

Japan is a major developed market, and this is a sound choice for getting core Japanese equity exposure into your portfolio. The fund seeks to identify typically 50 to 60 companies with potential to grow over the long term. It is managed by a very experienced Japanese equities team and has a low ongoing charge, compared to rival funds.

Name
Baillie Gifford Japanese B Acc
Manager
Baillie Gifford & Co Limited.
Type
Open Ended Investment Company
ISIN
GB0006011133
Sector
Japan
Launched
08/10/1984
OCF
0.62 %
Risk Rating
5
3 Year Sharpe
0.81
3 Year Alpha
1.35
Yield
1.1 %
Benchmark
TOPIX TR JPY
The Fund aims to outperform (after deduction of costs) the TOPIX, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods.The Fund will invest at least 90% in shares of Japanese companies being those which are listed, incorporated, domiciled or conducting a significant portion of their business in Japan. The Sub-fund will be actively managed and will invest in companies of any size and sector.
Holding %
SoftBank Group Corp 6.50 %
Sumitomo Mitsui Trust Holdings Inc 4.00 %
Rakuten Inc 3.81 %
SBI Holdings Inc 3.72 %
Inpex Corp 3.68 %
Kubota Corp 3.02 %
GMO internet Inc 2.67 %
Fanuc Corp 2.63 %
MISUMI Group Inc 2.54 %
COLOPL Inc 2.51 %
Region %
Japan 100.00 %
Sector %
Technology 20.88 %
Industrials 16.67 %
Consumer Cyclical 16.17 %
Financial Services 13.36 %
Communication Services 10.38 %
Energy 6.56 %
Consumer Defensive 5.08 %
Name
Baillie Gifford & Co Limited.
Address
EH1 3AN, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Matthew Brett
Joined 06/01/2008

Matthew graduated BA (Hons) in Natural Sciences (Psychology) from the University of Cambridge in 2003 and holds a PhD in Psychology from Bristol University. He joined Baillie Gifford in 2003 and is an Investment Manager in the Japanese Equity Team. Matthew is a co-manager of the Japanese All cap strategy and is a CFA Charterholder.

Data provided by Morningstar.

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