Baillie Gifford Japanese Class B - Income (GBP)
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Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
This fund invests in companies based in Japan. It focuses on larger companies but invests more in medium-sized companies than some other funds in the Japan sector. Investments in smaller businesses adds risk. The fund is managed in line with Baillie Gifford's growth-focused investment philosophy, with a focus on companies with high or sustainable growth potential.
Matthew Brett is lead manager of the fund. He has 21 years’ experience in the investment industry, all of which have been spent at Baillie Gifford . This means he’s well-embedded in the firm’s culture and style of investing.
We believe this fund could be used to diversify a global investment portfolio and add long-term growth potential or can be used by investors looking for specific exposure to Japan. It could also be used to sit alongside other funds using a value investment style and a focus on companies that have recovery potential.
With the support of an experienced team, we believe this fund has the potential to deliver good long-term returns. As always though, there are no guarantees.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
03/12/19 to 03/12/20 | 03/12/20 to 03/12/21 | 03/12/21 to 03/12/22 | 03/12/22 to 03/12/23 | 03/12/23 to 03/12/24 | |
---|---|---|---|---|---|
Annual return | 17.35% | 3.30% | -14.31% | -5.13% | 14.50% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.