Baillie Gifford Japanese Inc Gr B £ Inc


Fund Info

  • Yield History2.34%
  • 3 Year sharpe1.12
  • 3 Year alpha2.97
  • Distribution Typeincome
  • BenchmarkMSCI Japan Small Cap NR LCL
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.63%
  • SectorJapan
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom

Investment Strategy

The Sub-fund aims to outperform (after deduction of costs) the TOPIX, as stated in Sterling, by at least 1% per annum over rolling five-year periods through a combination of income and capital growth whilst maintaining a portfolio yield higher than the TOPIX. The Sub-fund will invest at least 90% in shares of Japanese companies being those which are listed, incorporated, domiciled or conducting a significant portion of their business in Japan. The Subfund will be actively managed and will invest in companies of any size and in any sector.