Overview
Baillie Gifford Shin Nippon’s objective is to pursue long term capital growth through investment principally in small Japanese companies (defined as one that has either market capitalisation or turnover less than ¥150 billion) which are believed to have above average prospects for growth. The portfolio is constructed through the identification of individual companies which offer long term growth potential, typically over a three to five year horizon. Baillie Gifford Shin Nippon is actively managed and does not seek to track the comparative index, hence a degree of volatility against the index is inevitable. In constructing the equity portfolio a spread of risk is achieved by diversifying the portfolio through investment in 40 to 75 holdings. Although sector concentration and the thematic characteristics of the portfolio are carefully monitored, there are no maximum limits to deviation from comparative index stock or sector weights.
The website can be found here.
Fundamentals
Price
Research History
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16 Oct 2020 15 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2020
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents In this issue Performance data Positive movers Negative movers Discounts and premiums Getting more expensive Getting cheaper Money in and out Money in Money out Major news stories Upcoming Events New research Guide The legal bit Stubborn resistance The end […]
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09 Oct 2020 9 min read
QuotedData’s Investment Companies Roundup – October 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over September: Standard Life Investments Property Income Trust – […]
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10 Sep 2020 8 min read
QuotedData’s Investment Companies Roundup – September 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over August: Aberdeen New Dawn – COVID positive “In […]
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10 Aug 2020 10 min read
QuotedData’s Investment Companies Roundup – August 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over July: Seneca Global Income & Growth – […]
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08 Jun 2020 10 min read
QuotedData’s Investment Companies Roundup – June 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over May: GCP Infrastructure – […]
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07 Apr 2020 7 min read
QuotedData’s Economic Roundup – April 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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10 Mar 2020 10 min read
QuotedData’s Investment Companies Roundup – March 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide New research Here is a list of research we published over February: An initiation note on Montanaro UK Smaller Companies Trust (MTU) […]
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07 Feb 2020 9 min read
QuotedData’s Investment Companies Roundup – February 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide New research Here is a list of research we published over January: An annual overview note on Shires Income (SHRS) “Shires Income (SHRS) will […]
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24 Jan 2020 28 min read
QuotedData’s Investment Companies Annual Review – 2019
In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]
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10 Jan 2020 7 min read
QuotedData’s investment companies roundup – January 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Income Events New research Here is a list of research we published over December: An update note on BlackRock Throgmorton (THRG) “BlackRock Throgmorton continues to lead its peer group in […]
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07 Oct 2019 8 min read
QuotedData’s economic roundup – October 2019
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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08 May 2019 4 min read
QuotedData’s investment companies roundup – May 2019
Investment Companies Roundup New research Over April, we published notes on Henderson Diversified Income, Ecofin Global Utilities and Infrastructure, Jupiter Emerging and Frontier Income, Seneca Global Income & Growth and Polar Capital Global Financials Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – it was […]
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6 min read
QuotedData’s economic roundup – May 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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18 Jan 2019 1 min read
QuotedData’s investment companies roundup – January 2019
QuotedData’s investment companies roundup – January 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2018. Kindly sponsored by Baillie Gifford. Extract from money raised and returned in December The only new issue […]
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19 Dec 2018 1 min read
QuotedData’s investment companies roundup – December 2018
QuotedData’s investment companies roundup – December 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2018. Kindly sponsored by Baillie Gifford. Extract from ‘winners and losers’ The Californian wildfires took their toll on CatCo Reinsurance as it […]
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13 Nov 2018 2 min read
QuotedData’s economic roundup – November 2018
QuotedData’s economic roundup – November 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any […]
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1 min read
QuotedData’s investment companies roundup – November 2018
QuotedData’s investment companies roundup – November 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2018. Kindly sponsored by Baillie Gifford. Winners and losers in October In what was generally a miserable month for equity markets, Brazil shone […]
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11 May 2018 2 min read
QuotedData’s Economic round up – May 2018
QuotedData’s economic round up – May 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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25 Apr 2018 2 min read
Quarterly investment companies roundup – First quarter 2018
Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]
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18 Apr 2018 2 min read
QuotedData’s Economic round up – April 2018
QuotedData’s economic round up – April 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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13 Mar 2018 2 min read
QuotedData’s investment companies roundup – March 2018
QuotedData investment companies roundup – March 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2018. Kindly sponsored by Baillie Gifford. Equity markets continued to run up in early February, supported by strong corporate earnings […]
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07 Feb 2018 2 min read
QuotedData investment companies roundup – February 2018
QuotedData investment companies roundup – February 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2018. Kindly sponsored by Baillie Gifford. The oil price was up again over the month and this helped propel […]
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18 Jan 2018 2 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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10 Jan 2018 2 min read
QuotedData investment companies roundup – January 2018
QuotedData investment companies roundup – January 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]
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11 Dec 2017 2 min read
QuotedData investment companies roundup – December 2017
QuotedData investment companies roundup – December 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2017. Kindly sponsored by Baillie Gifford. December Investment Companies Roundup Money raised and returned in November There were no […]
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10 Nov 2017 2 min read
QuotedData investment companies roundup – November 2017
QuotedData investment companies roundup – November 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2017. Kindly sponsored by Baillie Gifford. November Investment Companies Roundup Globalworth Real Estate’s discount was eliminated after it announced […]
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10 Apr 2017 1 min read
QuotedData’s round up of views on the global economy – April 2017
A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned. Kindly sponsored […]
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13 Oct 2016 1 min read
QuotedData investment companies roundup – October 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2016. october-investment-companies-roundup
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08 Apr 2015 1 min read
Is Japan on the road to recovery? – a look at the sector
A falling population, enormous government debt, low to no growth, persistent deflation; this is not most people’s idea of the recipe for attractive investment returns. While they disagree on the impact of government efforts to kick-start the economy, the investment managers of investment companies specialising in Japan believe many Japanese companies can thrive regardless. Japan
News
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02 Oct 2020 1 min read
QuotedData’s weekly news show 2 October 2020
QuotedData’s weekly news show 2 October 2020 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on youtube. In this week’s show, James Carthew covered the week’s top stories: Jupiter UK Growth’s decision to give up Strategic Equity Capital’s new manager He then handed over to Andrew McHattie, who talked […]
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17 Mar 2020 6 min read
Annual results and a covid-19 view from Baillie Gifford Shin Nippon
Over Baillie Gifford Shin Nippon’s (BGS) annual results period to 31 January 2020, NAV per share rose by 8.9% compared to a 9.5% rise in the comparative index (MSCI Japan small cap index). The share price fell by 0.5% as the shares moved from a premium of 8.0% to a discount of 1.4%. BGS said that in […]
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17 Sep 2019 1 min read
QuotedData’s other news 17 September 2019
In QuotedData’s other news 17 September 2019 – Civitas Social Housing, announced the appointment of Liberum Capital Limited as joint corporate broker to act alongside Cenkos Securities PLC, the company’s existing corporate broker. PRS REIT, the new build private homes investors, provided a trading update covering the two months to end-August 2019, since the end of its […]
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2 min read
Baillie Gifford Shin Nippon reports interims with sterling weakness boosting returns
Baillie Gifford Shin Nippon reports interims with sterling weakness boosting returns – Over Baillie Gifford Shin Nippon’s (BGS) interim results period to 31 July 2019, sterling-based investors benefited from the currency’s weakness against the Japanese yen, despite sluggishness in the Japanese equity market. The company’s NAV rose 15.3% compared to a 9.8% rise in the MSCI Japan […]
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15 Mar 2019 2 min read
Baillie Gifford Shin Nippon targets up to 10% in unquoteds
Baillie Gifford Shin Nippon targets up to 10% in unquoteds – Baillie Gifford Shin Nippon (BGS) has reported preliminary results for the year to January 19. The net asset value per share (after deducting borrowings at book value) fell by 6.1% compared to a 7.8% fall in the comparative index (MSCI Japan Small Cap index). […]
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13 Mar 2018 3 min read
Stock split proposed for soaraway Shin Nippon
Stock split proposed for soaraway Shin Nippon – Baillie Gifford Shin Nippon has extended its impressive run of results with a 46.1% increase in its NAV over the year to 31 January 2018 and a 54.2% increase in its share price over that period. By contrast, its comparative index, the MSCI Japan Small Cap Index, […]
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17 Mar 2017 4 min read
Baillie Gifford Shin Nippon mildly underperforms in ‘tough and volatile’ environment
Baillie Gifford Shin Nippon (BGS) has announced its results for the year to 31 January 2017. Over the year the Company’s net asset value per share (after deducting borrowings at fair value) rose 34.0%, whilst it says its comparative index, the MSCI Japan Small Cap Index, rose by 34.9% in sterling terms. The share price […]
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07 Feb 2017 1 min read
All trust sectors bar one made money in ’16
UK Smaller Companies was the only investment sector to lose money in 2016 despite a turbulent political and economic landscape, new research has revealed. See more here
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17 Oct 2016 1 min read
Japan investment trusts lure hungry investors
Japan investment trusts have stormed the charts over the past month, with investors showing renewed confidence in the performance of Japanese corporates. read more here
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20 Sep 2016 2 min read
Baillie Gifford Shin Nippon outperforms again
Baillie Gifford Shin Nippon’s net asset value per share rose by 29.5% over the six months ended 31 July 2016 compared to a 23.0% rise in the MSCI Japan Small Cap Index. The share price increased by 31.6%. They say there was a noticeable investor rotation towards undervalued real estate related names. Beneficiaries of this […]
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21 Mar 2016 2 min read
2015 a great year for Baillie Gifford Shin Nippon
Over the year to the end of January 2016 Baillie Gifford Shin Nippon’s net asset value per share (after deducting borrowings at fair value) rose 25.4%, whilst the comparative index, MSCI Japan Small Cap Index (total return in sterling terms), rose by 10.9% in sterling terms. The share price increased by 39.6%. The manager says, […]
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30 Oct 2015 1 min read
New manager for Baillie Gifford Shin Nippon
The Board of Baillie Gifford Shin Nippon has announced that Baillie Gifford, the Company’s Investment Manager, will appoint Praveen Kumar as portfolio manager of Baillie Gifford Shin Nippon PLC with effect from 1 December 2015. After eight years as portfolio manager of Baillie Gifford Shin Nippon, John MacDougall will take up another role within the […]
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08 Sep 2015 2 min read
Baillie Gifford Shin Nippon reports impressive results
Baillie Gifford Shin Nippon has published results for the six months ended 31 July 2015. It was a great period for shareholders in the fund as the net asset value per share (after deducting borrowings at fair value) rose by 17.0% compared to a 6.1% rise in the MSCI Japan Small Cap Index and the share […]
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13 Mar 2015 1 min read
Shin Nippon suffers as discount widens
Baillie Gifford Shin Nippon has published results for the year ended 31 January 2015. The company’s net asset value return lagged that of the MSCI Japan Small Cap Index by 1.5% over the year, returning 11.7% against the Index’s 13.2%. Shareholders suffered as the company’s shares went from a premium to a discount of 6.6% – […]