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Baillie Gifford Japan - Gold

INVESTMENT TRUST RESEARCH UPDATE: Trust rating upgraded to Gold

Jackie Beard, FCSI 28 February, 2014 | 5:29PM

We have upgraded our Morningstar Analyst Rating™ for Baillie Gifford Japan (BGFD) to Gold; previously it held a Silver rating. Manager Sarah Whitley has shown her ability to add significant value for shareholders over a variety of market conditions by sticking rigidly to her process in finding stocks with good long-term earnings expectations and waiting for these to materialise. She hasn’t been afraid to use gearing over her tenure and this has helped to add value again in a variety of conditions. Whitley’s long-term approach and experience in the market is testament to the success of this fund and we see it as one of the best in class.

 

 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Baillie Gifford Japan Ord820.79 GBX0.10

About Author

Jackie Beard, FCSI

Jackie Beard, FCSI  is Director of Manager Research Services, Morningstar EMEA

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