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Baillie Gifford Japanese Fund Letters & Research Archive

3 pieces · 2026–2026 · updated every Monday

2026

09-10Baillie Gifford Japanese Fund Factsheet→08-11Baillie Gifford Japanese Fund Factsheet→07-09Baillie Gifford Japanese Fund FactsheetThis Japanese equity fund gained 21.5% over the past year but lagged Japan's TOPIX index and peers. The manager stays upbeat, seeing many quality Japanese growth stocks trading at a discount to global rivals—a good backdrop for stock-picking. Top holdings include SoftBank Group (6.7%), Sony (3.7%) and FANUC (3.5%), all viewed as high-quality companies; no trades were disclosed.→