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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 30/09/2020Rebased 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 - 30/09/2020
Fund % 1 SoftBank 5.6% 2 Keyence 4.3% 3 Sony 3.8% 4 SBI Holdings 3.3% 5 Japan Exchange Group 3.2% 6 Rakuten 3.2% 7 Recruit Holdings 3.1% 8 Murata Manufacturing 3.0% 9 SMC 2.8% 10 CyberAgent 2.7% Total 35.0% Fund % 1 SoftBank 5.6% 2 Keyence 4.3% 3 Sony 3.8% 4 SBI Holdings 3.3% 5 Japan Exchange Group 3.2% 6 Rakuten 3.2% 7 Recruit Holdings 3.1% 8 Murata Manufacturing 3.0% 9 SMC 2.8% 10 CyberAgent 2.7% Total 35.0% Unfortunately we were unable to load the chart. Please try again later.Insights
September 2020Asking the right questions.
Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.
Read moreJune 2020A View from the Midst of the Pandemic.
Technological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 driven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.
Read moreApril 2020How to Invest in Equities and Stay Sane.
The best investment advice doesn’t grow old. When former Baillie Gifford Partner Edward Hocknell wrote ‘How to Invest in Equities and Stay Sane’ back in 2012, ‘global pandemic’ was just one on a list of scenarios for business continuity managers and civil servants to plan for.
Read moreApril 2020Why We Care About Diversity and Inclusion.
Baillie Gifford’s first company-wide diversity and inclusion magazine about the individuals who make up our firm.
Read moreApril 2020Fighting a Pandemic with Technology.
Medical developments are increasingly dependent on technology. Baillie Gifford investors look at some of the more innovative companies and their importance in the current pandemic, as well as considering how the situation we are living through will lay the foundations for a new era in healthcare, underpinned by data.
Read moreMarch 2020The Second Space Age.
Fifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.
Read moreFourth Quarter 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 moreFourth Quarter 2019Learning from Academia.
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.
Read moreSecond Quarter 2019Our Stewardship Principles.
Baillie Gifford’s over-arching ethos is that we are ‘actual’ investors. Our approach to stewardship favours a small number of simple principles which help shape our interactions with companies.
Read moreSecond Quarter 2019A Spotlight on Climate Change.
Governance and Sustainability analysts Michelle O’Keeffe and Laura Thomson answer some of the most common climate change questions they are asked in relation to climate change and Baillie Gifford’s position regarding it.
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 30 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
