Baillie Gifford Japanese Smaller Companies Fund

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Baillie Gifford Japanese Smaller Companies B Inc

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

3,022.00p

arrow-down-17.00p (-0.56%)

Fund Code

BFSMA

0601458

GB0006014582

Prices updated as at 21 May 2025
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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 sub-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.
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
Praveen Kumar
Manager start date
01 Feb 2023
Fund manager biography
Praveen Kumar joined Baillie Gifford in 2008 and is a portfolio manager in the Japanese Equities Team. He is the lead manager for the Manager’s Japanese Smaller Companies Strategy and a member of the Manager’s International Smaller Companies Portfolio Construction Group. Mr. Kumar graduated BEng in Computer Science from Bangalore University in 2001 and gained an MBA from the University of Cambridge in 2008.
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.
Head office
Calton Square
1 Greenside Row
Edinburgh
United Kingdom
EH1 3AN
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