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Baillie Gifford: Japanese Income Growth Fund – Opportunity & Process

Investment news for Financial Advisers and Paraplanners

21 Aug 2018

Baillie Gifford: Japanese Income Growth Fund – Opportunity & Process

The idea of growth investing in Japan with a yield orientation is a new opportunity. Corporate Japan has evolved a great deal and the process is ongoing, while the price paid for Japanese shares relative to their earnings has dropped considerably over time. 

The Baillie Gifford Japanese Income Growth Fund launched in July 2016 and is managed by Matthew Brett and Karen See. Here, Matthew discusses the evolution of corporate Japan and the current opportunities for providing growth and income. He also outlines the Baillie Gifford philosophy and process, and the resulting portfolio of the fund.

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This message is issued by a member of the Baillie Gifford & Co group of companies. Baillie Gifford & Co, Calton Square, 1 Greenside Row, Edinburgh, EH1 3AN, Scotland are investment managers authorised and regulated by the Financial Conduct Authority. Baillie Gifford & Co has a number of subsidiary undertakings incorporated under the UK Companies Acts: Baillie Gifford Overseas Limited, Registered Number SC084807; Baillie Gifford & Co Limited, Registered Number SC069524; Baillie Gifford Life Limited, Registered Number SC182496; Baillie Gifford Savings Management Limited, Registered Number SC135636, Baillie Gifford Services Limited, Registered Number SC593878, all registered in Scotland and having their registered office at the above Calton Square address. Further details of these, and our non-UK subsidiaries, Baillie Gifford International LLC, Baillie Gifford Funds Services LLC, Baillie Gifford Investment Management (Europe) Limited, Baillie Gifford IT Services (Poland) sp. z o.o., and Baillie Gifford Asia (Hong Kong) Limited 百利亞洲(香港)有限公司, are provided at www.bailliegifford.com. Baillie Gifford & Co may monitor outgoing and incoming emails and email attachments including their content. Please read important legal and regulatory notifications atwww.bailliegifford.com/emaildisclaim.html. To see our privacy notice, please visit www.bailliegifford.com/privacy-policy.  This email and any files transmitted with it are strictly confidential. It is intended solely for the intended recipient. If you are not the intended recipient you must not copy, disclose or take or omit to take any action in reliance on it. All liability for any loss or damage caused by any virus transmitted with this email is excluded to the fullest extent permitted by law.

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