AJOT’s activist approach has led it to generate highly idiosyncratic, sector-leading returns over the last 12 months…
SJG is on a run of strong performance, while the discount remains attractive…
Recent markets offer an attractive entry point into a strategy underpinned by Japan’s long-term structural growth opportunities…
AJIT offers investors access to some of Japan’s highest-quality companies at a wide discount…
Recent markets may offer an opportunity to ‘buy the dip’ in JFJ’s attractive growth opportunities…
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Ja...
As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 16 March...
CCJI has outperformed its peers and the TOPIX index over the last 12 months, while offering a consistent source of income…
BGFD remains relentlessly focussed on long-term growth opportunities…
Lead manager of The Baillie Gifford Japan Trust, Matthew Brett, talks about the past year, the current positioning of the portfolio and the opportunities ahead...
JSGI combines a growth portfolio with an attractive yield…
Over four decades Japan has seen 21 prime ministers come and go. Exporters such as Toyota and Toshiba have flourished but the country has also struggled with debt and deflation. Matthew Brett, mana...
AJOT’s concentrated, highly active approach to Japanese small caps has led it to generate strong outperformance over the last 12 months…
We found them in India, Japan, frontier markets, healthcare and the global sector – and here they are…
Download the presentation and listen to the audio from our 'Fantastic growth funds (and where to find them)' conference on 4 November...
JSGI offers the unique combination of Japanese quality growth stocks with a strong income provision, while also trading on an attractive discount…
Our analysts argue over whether it’s better to take arms against volatility in a portfolio, or to simply suffer it…
JFJ trades at an attractively wide discount, and this could be a chance to ‘buy the dip’…
JSGI generated returns far in excess of its benchmark over its 2021 financial year. Thanks to its dividend policy JSGI also offers the highest yield in the sector….
Our research suggests wide discounts often herald high NAV returns too…
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Ja...
BGS offers a portfolio of Japan’s fastest-growing and most disruptive companies and has generated sector-leading performance…
Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains why distance needn’t mean disadvantage.
