Japan Trust: Manager Insights

We delve into the post-election rally in US markets and the US Growth Trust’s private holdings.

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 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.