Investment Trusts

Baillie Gifford Shin Nippon

BGS:LSE

Baillie Gifford Shin Nippon

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  • Price (GBX)145.80
  • Today's Change2.80 / 1.96%
  • Shares traded206.13k
  • 1 Year change+24.40%
  • Beta0.7025
Data delayed at least 20 minutes, as of Feb 17 2026 15:11 GMT.
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About the company

Baillie Gifford Shin Nippon PLC is a United Kingdom-based investment company. The objective of the Company is to pursue long-term capital growth through investment in small Japanese companies. The portfolio is constructed through the identification of individual companies which offer long-term growth potential, typically over a three-to-five-year horizon. The Company may invest in the United Kingdom and Overseas domiciled pooled funds, including United Kingdom-listed investment trusts, that invest principally in Japanese securities. The portfolio consists of predominantly listed equity holdings, however, unlisted investments may also be held. The Company invests in various sectors, including communication services, consumer discretionary, consumer staples, financials, healthcare, industrials, information technology, materials, and real estate. The Company's alternative investment fund manager is Baillie Gifford & Co Limited.

  • Revenue in GBP (TTM)12.70m
  • Net income in GBP7.44m
  • Incorporated1985
  • Employees0.00
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Profile

Management group(s)Baillie Gifford & Co Limited.
AIC sectorJapanese Smaller Companies
ISINGB00BFXYH242
Launch date31 Jul 1985
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

To achieve long-term capital growth principally through investment in small Japanese companies 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. The portfolio is actively managed and does not seek to track the comparative index, hence a degree of volatility against the index is inevitable

Managed by

Brian Lum, Jared Anderson

Management & contract fees

Management fee of 0.75% on the first GBP 50m of net assets, 0.65% on the next GBP 200m of net assets and 0.55% on the remainder. The fees are calculated and paid on a quarterly basis. Contract terminable on notice period of 6 months.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Aberdeen New India Investment Trust PLC-64.88m-64.50m328.01m0.00--0.8695-----1.34-1.34-1.368.51-0.1337-------13.2912.14-13.9313.05--94.65--78.09---42.690.05470.00-53.88---65.42------
CC Japan Income and Growth Trust PLC70.19m65.62m332.78m0.005.071.03--4.740.4870.4870.52092.410.233--17.01--21.7814.4622.2514.7396.9995.3193.4990.22--130.920.0020.3567.31--72.99----5.10
Jpmorgan Asia Growth & Income PLC53.92m50.62m343.34m0.006.971.07--6.370.73130.73130.74624.760.1617--24.52--15.185.0615.405.0996.4690.6793.8881.83----0.0085.2816.777.4425.298.29--8.36
Foresight Solar Fund Ltd12.23m4.57m344.10m0.0079.770.5776--28.130.00790.00790.02151.090.0194--5.96--0.72427.740.72577.7452.4489.1037.3986.95----0.0081.721,253.22--132.38----3.43
Henderson High Income Trust plc49.31m43.68m345.82m0.007.981.07--7.010.25570.25570.29011.900.1279--16.42--11.333.2713.013.7389.9974.2188.5869.49----0.0573146.8022.92-10.6821.27-13.23--1.58
CQS New City High Yield Fund Ltd23.29m17.46m346.13m0.0017.031.06--14.860.03020.03020.04020.48370.0706--4.89--5.297.656.108.8879.5186.3374.9482.14----0.1181107.14-52.67---59.80----0.2232
CT UK Capital and Income Invst Trust PLC22.27m18.87m347.21m0.0018.811.04--15.590.19450.19450.2263.510.0615--18.71--5.219.645.5510.4088.8893.3184.7591.53----0.042737.56-62.56---66.03----2.48
Seraphim Space Investment Trust PLC56.94m52.99m347.50m0.006.561.24--6.100.22350.22350.241.190.2233--3,163.06--20.78--20.81--94.9081.8293.0673.71----0.000.00444.62--687.53------
Baillie Gifford Shin Nippon PLC12.70m7.44m350.41m0.0051.660.997--27.590.02770.02770.04561.430.027--3.30--1.58-4.431.91-4.7470.30--58.60------0.00--67.02--62.81------
Octopus Titan VCT PLC-44.71m-68.30m354.26m0.00--0.4504-----0.041-0.041-0.02690.4773-0.0532-------8.13-5.92-8.14-6.09------------0.00---1.57--1.24------
Dunedin Income Growth Investmnt Trst PLC14.02m8.75m361.37m0.0044.340.944--25.770.06790.06790.10413.190.029--1.95--1.813.721.893.8373.9385.4362.4479.90----0.1084105.1940.11-15.6448.59-17.13--2.26
Intuitive Investments Group PLC-3.35m-4.28m364.89m0.00--1.01-----0.0203-0.0203-0.0161.50-0.0105-------1.34---1.34--------------0.00---316.92---87.42------
Pensionbee Group PLC36.69m-4.52m365.19m193.00--11.33--9.95-0.019-0.0190.15760.13541.30--13.61190,114.00-15.98-58.69-19.94-65.37-----12.33-78.70----0.0066--39.4156.4370.33--10.23--
BlackRock Frontiers Investment Trust PLC53.32m43.20m369.70m0.008.561.13--6.930.22830.22830.28171.730.1633--15.61--13.2316.1513.8016.9284.6287.7181.0284.88--980.060.0000425.775.08--0.5449----7.39
Polar Capital Global Fincls Trust PLC110.56m99.29m370.97m0.006.981.07--3.360.32690.32690.36422.130.1621--10.48--14.566.8415.537.2496.2092.4789.8080.02--25.160.107735.872,871.3139.671,160.0641.60--1.33
CT Private Equity Trust PLC43.90m30.67m377.54m0.0012.310.7598--8.600.42880.42880.6146.950.0727--18.61--5.0811.245.3212.3072.7083.2069.8581.72----0.196228.4816.79-1.3742.69-7.83--12.84
Data as of Feb 17 2026. Currency figures normalised to Baillie Gifford Shin Nippon's reporting currency: UK Pound GBX

Institutional shareholders

37.70%Per cent of shares held by top holders
HolderShares% Held
City of London Investment Management Co. Ltd.as of 09 Feb 202629.44m12.00%
1607 Capital Partners LLCas of 12 Feb 202624.49m9.98%
Lazard Asset Management LLCas of 30 Jul 202513.60m5.55%
Hargreaves Lansdown Fund Managers Ltd.as of 02 Jan 20267.66m3.12%
Rathbones Investment Management Ltd.as of 22 Nov 20236.42m2.62%
M&G Investment Management Ltd.as of 02 Jan 20263.40m1.38%
Legal & General Investment Management Ltd.as of 02 Jan 20262.29m0.93%
Jupiter Asset Management Ltd.as of 02 Jan 20261.80m0.73%
TrinityBridge Ltd.as of 02 Jan 20261.80m0.73%
Mellon Investments Corp.as of 30 Sep 20251.59m0.65%
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Data from 30 Sep 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
Data Provided by LSEG
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