June 2022
Fund Research
AVI Japan Opportunity
AJOT’s activist approach has led it to generate highly idiosyncratic, sector-leading returns over the last 12 months…
29 Jun
29 Jun
Fund Research
Schroder Japan Growth
SJG is on a run of strong performance, while the discount remains attractive…
16 Jun
16 Jun
Fund Research
JPMorgan Japan Small Cap Growth & Income
Recent markets offer an attractive entry point into a strategy underpinned by Japan’s long-term structural growth opportunities…
07 Jun
07 Jun
Fund Research
abrdn Japan
AJIT offers investors access to some of Japan’s highest-quality companies at a wide discount…
06 Jun
06 Jun
May 2022
Strategy
Catch a tiger by the tail
As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...
11 May
11 May
Features
Baillie Gifford Shin Nippon Investment Trust: Manager Update
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 Japanese smaller companies...
20 May
20 May
Fund Research
JPMorgan Japanese
Recent markets may offer an opportunity to ‘buy the dip’ in JFJ’s attractive growth opportunities…
25 May
25 May
March 2022
Replay
Slides and Audio: Baillie Gifford Japan
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 16 March...
25 Mar
25 Mar
Fund Research
CC Japan Income & Growth
CCJI has outperformed its peers and the TOPIX index over the last 12 months, while offering a consistent source of income…
02 Mar
02 Mar
December 2021
Features
Baillie Gifford Japan Trust - Manager Insights
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...
17 Dec
17 Dec
Features
Japan’s changed landscape
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, manager of The Baillie Gifford Japan Trust, discusses what’s next...
03 Dec
03 Dec
News
Results analysis: JPMorgan Japan Small Cap Growth & Income
JSGI combines a growth portfolio with an attractive yield…
14 Dec
14 Dec
Fund Research
Baillie Gifford Japan
BGFD remains relentlessly focussed on long-term growth opportunities…
22 Dec
22 Dec
November 2021
Events
Fantastic growth funds (and where to find them)
We found them in India, Japan, frontier markets, healthcare and the global sector – and here they are…
10 Nov
10 Nov
Replay
Slides and Audio: Baillie Gifford Shin Nippon
Download the presentation and listen to the audio from our 'Fantastic growth funds (and where to find them)' conference on 4 November...
10 Nov
10 Nov
Fund Research
AVI Japan Opportunity
AJOT’s concentrated, highly active approach to Japanese small caps has led it to generate strong outperformance over the last 12 months…
26 Nov
26 Nov
September 2021
Head to head
Slings and arrows
Our analysts argue over whether it’s better to take arms against volatility in a portfolio, or to simply suffer it…
29 Sep
29 Sep
Fund Research
JPMorgan Japan Small Cap Growth & Income
JSGI offers the unique combination of Japanese quality growth stocks with a strong income provision, while also trading on an attractive discount…
29 Sep
29 Sep
Fund Research
JPMorgan Japanese
JFJ trades at an attractively wide discount, and this could be a chance to ‘buy the dip’…
22 Sep
22 Sep
August 2021
Fund Research
CC Japan Income & Growth
CCJI has recently outperformed its peers and benchmark, while still being the highest-yielding trust in its sector…
18 Aug
18 Aug
Fund Research
Schroder Japan Growth
As the most value-exposed trust in its sector, SJG has been a clear beneficiary of the reflationary rally…
05 Aug
05 Aug
June 2021
Strategy
Fortune favours the brave (sometimes)
Our research suggests wide discounts often herald high NAV returns too…
02 Jun
02 Jun
News
Results analysis: JPMorgan Japan Small Cap Growth & Income
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….
23 Jun
23 Jun
May 2021
Head to Head
Stand and deliver
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
26 May
26 May
Features
Baillie Gifford Shin Nippon – Manager Insights
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 Japanese smaller companies. Capital at risk.
14 May
14 May
Fund Research
Baillie Gifford Shin Nippon
BGS offers a portfolio of Japan’s fastest-growing and most disruptive companies and has generated sector-leading performance…
12 May
12 May