Mr. Brett is an Investment Manager in the Japanese Equities Team. He is manager of the Japanese All Cap Strategy and Lead Manager of the Japanese Income Growth Strategy. He is also a member of the Global Stewardship Portfolio Construction Group. Mr. Brett joined Baillie Gifford in 2003 and became a Partner in 2018. He is a CFA Charterholder. Mr. Brett graduated BA (Hons) in Natural Sciences (Psychology) from the University of Cambridge in 2000 and holds a PhD in Psychology from the University of Bristol. Mr. Brett has been a member of the team since the Fund's inception in 2017.
Name
Jared Anderson
Since
31 January 2025
Bio
Jared is an Investment Analyst in the Global Alpha Team. He joined Baillie Gifford in 2016 and has also spent time working in the Fixed Income, UK, and Japanese Equity Teams. Previously, he worked for two years as an Assistant Economist at the Scottish Government. Jared graduated MA (Hons) in Economics from the University of Edinburgh in 2012.
Fund objective
Objective The Fund aims to outperform (after deduction of costs) the TOPIX, as stated in sterling, by at least 1.5% per annum over rolling five-year periods. Policy The Fund will invest at least 90% in shares of Japanese companies of any size and in any sector. Japanese companies are companies which are listed, incorporated, domiciled or conduct a significant portion of their business in Japan. The Fund may also invest in other transferable securities of Japanese companies and money market instruments. The Fund will be actively managed. Other Information You can sell some or all of your shares on any business day in the United Kingdom by contacting our Dealing Department by phone or post. Where properly completed documentation is received by post, shares will be sold at the next valuation point following receipt of the instruction. Any income due to you will be paid into your bank or building society account, paid on the dates specified in the Prospectus. For further explanation and information see the investment objective and policy section of the Prospectus, which is available by contacting us. Recommendation: this Fund may not be appropriate for investors who plan to withdraw their money within five years.