Fund Research

Baillie Gifford Japan

Last update 05 September 2018

Baillie Gifford Japan is an all-cap trust that buys quality growth Japanese companies for the long term, with exceptionally low turnover.

The trust has led the sector consistently since the financial crisis, thanks to a bias to small and mid caps, a tilt towards quality growth companies and good stock picking. The trust has also been consistently geared in recent years, which has helped it in a bull market.

The management team, led by Matthew Brett, looks for companies taking advantage of secular changes in Japan’s economy and society, and has long had biases to technology, high-end engineering and internet sectors. However, the process is bottom-up, and ideas come from a wide variety of industries, always chosen for stock-specific reasons.

Strong performance has seen the trust trade on a premium for most of the past five years.

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Fund History: Baillie Gifford Japan

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