Japan Trust: manager insights

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.

The China Team reflects on recent performance, portfolio changes and market developments.

The Baillie Gifford Japan Trust aims to pursue long-term capital growth principally through investment in medium to smaller-sized Japanese companies, which are believed to have above average prospects for growth.