Baillie Gifford Japanese Smaller

Select share classes

Baillie Gifford Japanese Smaller Companies B Acc

Category Japan Small/Mid-Cap Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

5,891.00p

arrow-up91.00p (+1.57%)

Fund Code

BFSBA

0601492

GB0006014921

Prices updated as at 15 Oct 2021
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Prices in GBX

Investment objective
The 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 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 Fund will be actively managed and will generally invest in smaller companies in any sector, being a company that has either a market capitalisation or turnover of less than ¥150 billion at the time of initial purchase.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskHigh
Morningstar rating
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5 - year
Morningstar returnHigh
Morningstar riskHigh
Morningstar rating
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10 - year
Morningstar returnHigh
Morningstar riskHigh
Morningstar rating
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Overall
Morningstar returnHigh
Morningstar riskHigh
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Sep 2021

1 year3 years
-7.781.72
0.921.39
-0.920.13
46.1376.27
0.090.31
13.7524.12
10.1213.16

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.