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ii Super 60 - Baillie Gifford Shin Nippon IT

ii Super 60 investments:
Baillie Gifford Shin Nippon IT

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Asset Group Asset Sub-Group Investment Category
Equities Japanese equities Smaller cap

Selection rationale:
This is the stablemate to Baillie Gifford Japan, but differs in that it focuses exclusively on high growth smaller companies.

Although many of Japan’s corporate giants are well known to foreign investors, its smaller companies receive scant investment research coverage, so this part of the market is where some of the strongest gains can be made.

Shin Nippon means New Japan and Praveen Kumar, the trust’s manager since the end of 2015, focuses on a reasonably concentrated number of companies in emerging and disrupted sectors where he sees innovative growth opportunities. As such, the trust is typically higher risk, making it suitable for those who are optimistic on the outlook for Japanese equities. Kumar points out that the majority of Shin Nippon’s holdings are managed by younger, more progressive management than is typical in Japan. He pays little attention to the benchmark, and has a very high ‘active share’.

Baillie Gifford Shin Nippon has been the best-performing Japanese fund, both closed and open-ended, since Shinzō Abe came to power.

Winner of Money Observer’s Best Japan Trust award in 2017 and 2018.

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The information we provide in the Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. None of the opinions provided are a “personal recommendation”, therefore you should ensure that any investment decisions you make are suitable for your personal circumstances. Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.

Risk warnings

Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. 

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab. 

The information we provide in the ii Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor. 

Any changes to the ii Super 60 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii Super 60 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii Super 60 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii Super 60 investments list.