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Baillie Gifford Japanese Core Growth Fund Letters & Research Archive

6 pieces · 2025–2026 · updated every Monday

2026

09-10Baillie Gifford Japanese Core Growth Fund Factsheet→08-11Baillie Gifford Japanese Core Growth Fund Factsheet→07-09Baillie Gifford Japanese Core Growth Fund FactsheetThis is the latest factsheet for Baillie Gifford's Japanese Core Growth fund. In short, it holds 70 Japanese stocks and aims to beat the TOPIX index (Japan's main stock index) over five years, but it has recently lagged: 11.8% over six months and 20.0% over one year, versus 15.9% and 31.5% for the index. No strong market call is made; the manager just emphasizes growth companies with competitive advantages and sound balance sheets. Top holdings i…→04-10Japan Income Growth Fund Shareholder Meeting ResultsThis notice says Baillie Gifford's Japan Income Growth Fund held an extraordinary shareholder meeting and approved changes to its investment objective, name, fee structure and dividend frequency, and authorised early portfolio adjustments to align with the new objective. The announcement doesn't reveal the new objective or name, so details are still to come. No market view was given. Key parties: Baillie Gifford (the fund manager, which will adju…→03-03Baillie Gifford Investment Funds II ICVC Interim Report - December 2025This report covers operational changes at Baillie Gifford: a couple of sub-funds are being merged or closed, one is renamed, fees are cut, and three funds are dropping their return targets. It also flags that the Japanese Income Growth Fund is struggling—the Japanese market jumped 13.5% in six months but the fund only gained about 7%, partly because management fees are taken from capital, eroding returns. Five-year annualized return is just over…→

2025

09-02Baillie Gifford Investment Funds II ICVC Annual Report - June 2025This analysis of Baillie Gifford's fund annual report audit explains how auditors treated six sub-funds differently, with one being wound down. The tone is cautious, warning investors to watch for red flags. Key items: Baillie Gifford Health Innovation Fund has stopped taking new money and is being audited on a liquidation basis—the biggest risk. Baillie Gifford Monthly Income Fund was just renamed with a clearer investment policy. Baillie Giffor…→