December 2021
Strategy
We are the (ESG) champions
Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…
08 Dec
08 Dec
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
Fund Research
Baillie Gifford Japan
BGFD remains relentlessly focussed on long-term growth opportunities…
22 Dec
22 Dec
November 2021
Strategy
Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
03 Nov
03 Nov
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
September 2021
Strategy
Bargains galore
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
15 Sep
15 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
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
Japan from a distance
Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains why distance needn’t mean disadvantage.
12 May
12 May
March 2021
Events
Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
10 Mar
10 Mar
Fund Research
JPMorgan Japanese
JFJ continues to be at the heart of Japan’s new growth, with a portfolio of quality growth stocks that has delivered long term outperformance…
31 Mar
31 Mar
Fund Research
CC Japan Income & Growth
Offering the highest yield in the sector, CCJI focusses on quality Japanese companies capitalising on corporate reforms...
16 Mar
16 Mar
June 2020
Features
A different approach to Japan
Schroder Japan Growth offers a solid yield and a crisp focus on valuation which differentiates it from its peers...
04 Jun
04 Jun
Fund Research
CC Japan Income & Growth
With the highest yield in its sector, CCJI aims to take advantage of long-term shifts in the way Japanese companies are managed...
30 Jun
30 Jun
February 2020
Head to Head
Robbing Peter to pay Paul?
Two of our analysts discuss the growing trend for companies to pay an income out of capital…
27 Feb
27 Feb
Fund Research
JPMorgan Japanese
JFJ invests in high-quality Japanese companies with structural growth drivers…
19 Feb
19 Feb
Fund Research
Aberdeen Japan
AJIT’s dividend will be significantly higher going forward…
13 Feb
13 Feb