Baillie Gifford Japanese Smaller Companies Fund

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Baillie Gifford Japanese Smaller Companies B Acc

Category Japan Small/Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

3,697.00p

arrow-up41.00p (+1.12%)

Fund Code

BFSBA

0601492

GB0006014921

Prices updated as at 08 Dec 2025

Prices in GBX

Investment objective

The sub-Fund aims to outperform (after deduction of costs) the MSCI Japan Small Cap Index, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods. The Sub-fund will invest at least 90% in shares of smaller Japanese companies, being those which are listed, incorporated, domiciled or conducting a significant portion of their business in Japan. The Subfund will be actively managed and will generally invest in smaller companies in any sector, being companies which typically at the time of initial purchase have a market capitalisation which is smaller than or equal to the market capitalisation of the largest company in the MSCI Japan Small Cap Index.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Baillie Gifford & Co Limited.

Fund launch date

01 Apr 1983

Domicile

United Kingdom

UCITS

Yes

Fund manager

Brian Lum

Manager start date

31 Jan 2025

Fund manager biography

Mr. Lum is a portfolio manager in the Manager's International Growth Research Team and became a member of the International Growth Portfolio Construction Group in May 2015. He also Chairs the Manager's International Smaller Companies Portfolio Construction Group. Mr. Lum joined Baillie Gifford in 2006 and initially worked in the North American and Emerging Markets departments, before spending a number of years focused on investment in smaller companies. Mr. Lum graduated MSci and BA (Hons) in Physics from the University of Cambridge in 2006.

Fund manager

Jared Anderson

Manager start date

28 May 2025

Fund manager biography

Jared is an Investment Analyst in the Global Alpha Team. He joined Baillie Gifford in 2016 and has also spent time working in the Fixed Income, UK, and Japanese Equity Teams. Previously, he worked for two years as an Assistant Economist at the Scottish Government. Jared graduated MA (Hons) in Economics from the University of Edinburgh in 2012.

Head office

Calton Square

1 Greenside Row

Edinburgh

United Kingdom

EH1 3AN

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