Sarah Whitley - Trust Manager
"The Baillie Gifford Japan Trust PLC invests exclusively in Japan and aims to achieve capital growth. The Trust won Investment Week's best Japanese Sector Investment Trust Award in 2005 and 2006. You can invest in the Trust directly, or through our Share Plan, ISA and the Children's Savings Plan."
To download the latest Japan factsheet please click here.
Trust Objective
The trust aims to pursue long-term capital growth principally through investment in medium to smaller sized Japanese companies, which are believed to have above average prospects for growth.
AIC Investment Sector
Investment trusts are grouped into sectors. The classification of each trust is based on a combination of the regional or industry focus of the portfolio and the trust's investment objective. The Association of Investment Companies ('AIC') classifies investment trusts into 43 different sectors (including property). There are guidelines for inclusion in each sector. The sector classification system provides a useful way of grouping trusts to allow for comparison, but it is important to remember that no two trusts are the same.
The AIC Investment Sector for this trust is Japan, which refers to Investment Trust Companies which have at least 80% of their assets in Japan.
Trust Manager
Sarah Whitley is the Manager of the Japan Investment Trust. She graduated BA in Experimental Psychology from Oxford University in 1980 and joined Baillie Gifford the same year. She quickly specialised in Japan and has worked in the department since 1982, becoming Head of the Team in 2001. Sarah became a partner of the firm in 1986 and her main areas of responsibility are in Investment Policy and Strategy. She was Investment Week Japanese Fund Manager of the Year in 1999.
