Baillie Gifford Japan Share Discussion Threads

[earwacks] 25/10/2024 08:26

Omg. In the last couple of years the Nikkei index up 30 percent. Bgfd down about the same . Director lifestyle fund who get paid for loosing value. Incredible.a child of five could do better

[porsche1945] 02/8/2024 10:16

This pos the same price it was in 2017, hopeless dross.

[martincc] 19/3/2024 12:18

Been buying last few days, nav rising steadily, NIKKEI going well up 2.67% yesterday.
Now 12.8% disc to nav, 12 month ave is 8.94% disc. S/P hardly moved yet.

[this_is_me] 08/2/2023 08:10

NAV continues to drift upwards.

[tday] 14/1/2022 16:41

All quiet on the eastern front.

[arja] 14/9/2020 07:54

great looking chart and NOR situation even though japan indices are not at all time high. No discount to NAV sadly and might be dangerous if Japan market starts to fall

[tday] 25/2/2020 14:03

Sp discount to NAV is widening.

[fidra] 22/2/2019 13:55

Anyone with a view on this after the pull back ?

[malcolmmm] 20/1/2018 11:18

Big demand for BGFD shares lately , they keep issuing more. 55% gain on my holding last year. I am hoping for at least that this year as Japan at last is moving ahead. Fat Prophets reckon Japan is the place to invest in this year and their funds are heavily into Japanese companies. They recommend BGFD which is in their portfolio.

[malcolmmm] 27/11/2017 08:44

Japanese stocks usually have a year end surge even more so than uk shares

[malcolmmm] 22/11/2017 10:46

There seems to be a lot of interest in this fund recently.Fat Prophets think that Japan will do and is doing well so I am keeping my holding for at least 40% gain next year and hopefully much more.

[pjw956] 21/11/2017 22:21

and again today ...

[malcolmmm] 07/11/2017 18:58

This fund just keeps growing-
Owing to demand in the market, the Company announces the allotment of 150,000 new Ordinary Shares of 5p each fully paid on 6 November 2017. Following the allotment there are 85,779,925 Ordinary Shares in issue. These shares were issued for cash on 6 November 2017 at a price of 805.5p per share and at a premium to the prevailing net asset value.

[malcolmmm] 03/11/2017 08:33

These have gone up about 400% in 5 years ,that's 80% a year, not many investments are as good

[malcolmmm] 02/11/2017 23:20

I am up over 40% this year , these will double imo in the next 12 months, Japans stock market is awakening

[dragonsteeth] 05/3/2015 17:59

A nice rise today on back of RNS saying more shares bought.
p1nkfish, coincidently I bought BGFd back in October , then the in January iShares MSCI Japan Mnthy £ Hdg (IJPH) which is slightly different from yours I think. In my case BGFD has outperformed the ETF. I think the falling Yen contributed a lot to the ETF in 14, hence why I picked a "Hedged" ETF to balance the IT.


RNS Number: 6989G Baillie Gifford Japan Trust PLC 05 March 2015 The Baillie Gifford Japan Trust PLC Owing to demand in the market, the Company announces the allotment of 200,000 new Ordinary Shares of 5p each fully paid on 5 March 2015. Following the allotment there are 69,781,750 Ordinary Shares in issue. These shares were issued for cash on 5 March 2...

[p1nkfish] 24/12/2014 08:35

Bought BGFD and ISHARES V PLC MSCI JAPAN GBP HEDGED some time back.

The tracker/etf has trounced BGFD and lower cost.

Says it all. Why pay theee peoplecto under perform?

Any reason anyone?

[markth] 03/11/2014 17:09

Same as you Altom, long term holder of both. Each trust has outperformed its benchmark and over the last four years returned much more that I was expecting. The discounts are sitting at only 1% just now, so not worth buying in for that, however I think US (and UK) look toppy so am sitting tight in Japan (and Europe where I have TRG, just bought another slab last week).

BGS (as you would expect being smaller companies) is much more volatile and often has a larger spread.

[altom] 01/11/2014 08:23

I own this trust & BG Shin Nippon. Both good risers this week. Any comments from someone better informed than I am would be very welcome.

[conway3] 10/2/2014 21:16

Anyone have any current views on this one? I'm thinking of flirting with japan, just hope I've not left it too late....