Baillie Gifford Japanese

An equity fund investing in large sized Japanese companies.

The Baillie Gifford Japanese fund offers the investor a concentrated portfolio of stocks driven by conviction. The manager applies a set of qualitative criteria to single out companies with high earnings growth expectations, in sectors which have earnings growth potential. As the fund will often make contrarian bets versus the index in favour of these sectors, performance can deviate from the benchmark. This has produced a strong long term track record, with the fund outperforming in rising markets but also managing to protect capital in falling markets.

Fund type UK OEIC
Asset class Equities
Sector Japan
Managed by Matthew Brett
Held in EQ PortfoliosBest Ideas Cautious
Best Ideas Adventurous
Best Ideas Adventurous Plus
Best Ideas Balanced Plus
Best Ideas Cautious Plus
Best Ideas All Equity
Best Ideas Balanced
Best Ideas Defensive

Manager Profile

Matthew graduated BA (Hons) in Natural Sciences (Psychology) from the University of Cambridge in 2000 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 manager of the Japanese All Cap strategy and lead manager of the Japanese Income Growth Strategy. Matthew became a Partner in 2018 and is a CFA charterholder.

Fund performance

Baillie Gifford & Co

Founded as a partnership in 1908 in Edinburgh, Baillie Gifford has grown to one of the UK’s leading asset managers with £206.1bn of assets under management (as of September 2019). The firm offers a large range of investment trusts, OEICs and unit trusts with a broad focus across all asset classes, and has offices in London, Edinburgh and New York, allowing the team to benefit from cordial relationships with local brokers, banks and other financial intermediaries worldwide.