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Baillie Gifford Japanese Fund

Key Facts

Aim To achieve capital growth through investment in Japan in any economic sector.
IMA Sector The sector for this fund is Japan, for funds which invest at least 80% of their assets in Japanese equities.
Launch Date 8 October 1984
Comparative Index       TOPIX

 

Investment Choice and Charges

Share Class SEDOL Number Min. Investment Initial Charge Annual Charge
A Accumulation 0601083 £1,000 5.0% 1.50%
B Income 0601094 £250,000 1.0% 0.65%
B Accumulation 0601113 £250,000 1.0% 0.65%

 

Fund Managers

The Japan team is led by Sarah Whitley. Sector specialists make stock recommendations across the cap-range and all holdings are regularly debated within the team. Company contact is key. Over 450 companies are seen each year, around half in Tokyo. The Japanese Fund is managed by Sarah Whitley and Matthew Brett.

Sarah Whitley


Sarah Whitley

Sarah graduated BA in Experimental Psychology from Oxford University in 1980. She joined Baillie Gifford in the same year and became a Partner in 1986. She joined the Japanese Equity Team in 1982 and in 2001 became Head of this team.

Mathew Brett 


Matthew Brett

Matthew graduated BA (Hons) in Natural Sciences (Psychology) from Cambridge University in 2000 and holds a PhD in Psychology from Bristol University. He joined Baillie Gifford in September 2003 and is an Investment Manager in the Japanese Equity Team. Matthew is a CFA charter holder.

Please bear in mind that performance can be affected by changing stock market conditions and by currency exchange rates. The value of your investment and any income from it can fall as well as rise and you may not get back the amount invested. You should view your investment as being for the long term.

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