Baillie Gifford Japanese Income Growth Fund B GBP Acc

Name
Baillie Gifford Japanese Income Growth Fund B GBP Acc
Manager
Baillie Gifford & Co Limited.
Type
Open Ended Investment Company
ISIN
GB00BYZJQH88
Sector
Japan
Launched
04/07/2016
OCF
0.63 %
Risk Rating
4
3 Year Sharpe
0.47
3 Year Alpha
1.62
Yield
2.9 %
Benchmark
TOPIX NR JPY
The Sub-fund aims to outperform (after deduction of costs) the TOPIX , as stated in Sterling, by at least 1% per annum over rolling five-year periods through a combination of income and capital growth whilst maintaining a portfolio yield higher than the TOPIX.The Sub-fund will invest at least 90% in shares of Japanese companies being those which are listed, incorporated, domiciled or conducting a significant portion of their business in Japan. The Sub-fund will be actively managed and will invest in companies of any size and in any sector.
Holding %
GMO internet Inc 3.75 %
SoftBank Group Corp 3.44 %
MS&AD Insurance Group Holdings Inc 3.16 %
SBI Holdings Inc 3.12 %
Denso Corp 2.97 %
Sumitomo Mitsui Trust Holdings Inc 2.76 %
Fanuc Corp 2.69 %
Park24 Co Ltd 2.53 %
Bridgestone Corp 2.51 %
Kubota Corp 2.50 %
Region %
Japan 100.00 %
Sector %
Industrials 19.40 %
Financial Services 18.36 %
Consumer Cyclical 15.09 %
Communication Services 14.67 %
Technology 9.64 %
Healthcare 7.04 %
Consumer Defensive 5.96 %
Name
Baillie Gifford & Co Limited.
Address
EH1 3AN, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Karen See
Joined 01/01/2017

Karen graduated BSc (Hons) in Economics with Japanese from University of Birmingham in 2011. Karen joined Baillie Gifford in 2012 and is an Investment Manager in the Japanese Equity Team.

Matthew Brett
Joined 07/04/2016

Matthew graduated BA (Hons) in Natural Sciences (Psychology) from the University of Cambridge in 2003 and holds a PhD in Psychology from Bristol University. He joined Baillie Gifford in 2003 and is an Investment Manager in the Japanese Equity Team. Matthew is a co-manager of the Japanese All cap strategy and is a CFA Charterholder.

Data provided by Morningstar.

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