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Overview
The Worldwide Japanese Fund aims to maximise total return principally through investment in equity securities which are listed, traded or dealt on Regulated Markets in Japan. The Fund’s share price can be volatile due to movements in the prices of the underlying holdings and the basis on which the Fund is priced.
Performance & Portfolio
Select currencyCumulative Performance 31/12/2020Rebased to 100 at the start date of this chart.
B Acc JPY share class launched on 18 August 2014.
Unfortunately we were unable to load the chart. Please try again later.Top Ten Holdings - 31/12/2020
Fund % 1 SoftBank Group 5.5% 2 Keyence 4.5% 3 Sony 4.3% 4 Murata Manufacturing 3.6% 5 Nidec Corporation 3.0% 6 Kubota 2.9% 7 Recruit Holdings 2.9% 8 Sysmex 2.9% 9 SMC 2.7% 10 CyberAgent 2.7% Total 35.0% Fund % 1 SoftBank Group 5.5% 2 Keyence 4.5% 3 Sony 4.3% 4 Murata Manufacturing 3.6% 5 Nidec Corporation 3.0% 6 Kubota 2.9% 7 Recruit Holdings 2.9% 8 Sysmex 2.9% 9 SMC 2.7% 10 CyberAgent 2.7% Total 35.0% Unfortunately we were unable to load the chart. Please try again later.Insights
November 2020Japan’s Software Disruptors.
How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.
Read moreNovember 2020Japan Strategy Stewardship Report.
At Baillie Gifford, we interpret our stewardship responsibilities as being a natural extension of our fiduciary duty to clients. We conduct ourselves as diligent stewards of our clients’ funds by seeking out and backing unique business models with durable growth prospects, subsequently building relationships with management teams to support their long-term aspirations.
Read moreSeptember 2020Japanese Equities Introduction.
Members of the Japanese Equities Team explain the philosophy and processes of the strategies that exist within Baillie Gifford’s Japanese Equities capabilities.
WatchNovember 2019Dominators vs Disrupters - The Future of Industrial Robotics.
The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.
Read moreSecond Quarter 2019Management Metamorphosis.
Almost unnoticed, Japanese management is changing for the better. Head of Japan Donald Farquharson looks at the transformation drawing on the experience of three decades of engagement.
Read moreManagers
Donald Farquharson
Donald heads the Japanese Equities Team and has been a member of the International Alpha Portfolio Construction Group (PCG) since 2014. He joined Baillie Gifford in 2008 and became a Partner in 2017. He has 32 years’ investment experience dedicated almost entirely to Japanese Equities. Donald spent 20 years working for Schroders as a Japanese specialist, latterly as Head of the Pan Pacific Equity Team. Between 1991 and 1995, he headed Schroders’ Research Team in Tokyo. Donald graduated MA (Hons) in Arabic Studies from the University of St Andrews in 1987 and is a CFA Charterholder.
How to Invest
You can invest in a range of our funds via a number of fund platforms and supermarkets. Certain share classes are available for investment via a number of platforms. Please see the links opposite.
Baillie Gifford does not sponsor, maintain or have any control over the content of any other websites.
Therefore, we are not responsible for the adequacy or accuracy of any of the information you may view, nor do we undertake to ensure successful transmission to any linked website.
FUND PLATFORMS/SUPERMARKETS
Documents
You can access any literature about the Fund here, either by downloading or requesting a copy by post (where available). To download any document you will need Adobe Reader. Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.
Annual Reports
Application Forms
Fund Factsheets
Interim Reports
Key Investor Information Documents
MIFID II Ex-Ante Disclosures
Philosophy and Process Documents
Prospectus
Quarterly Investor Updates
