Baillie Gifford Japan Trust (BGFD) — Long-term Investment Intensity

Latest as of August 2025: 98.0%

Baillie Gifford Japan Trust (BGFD) has a Long-term Investment Intensity of 98.0% as of August 2025. Long-term investments of GBX889.77 Million represent 98.0% of total assets of GBX907.76 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See shareholders equity of Baillie Gifford Japan Trust for net asset value and shareholders' equity analysis.

LT Investment Intensity

98.0%
LT Investments / Total Assets

Long-term Investments

GBX889.77 Million
GBX

Total Assets

GBX907.76 Million
GBX

Country

UK
LSE

Baillie Gifford Japan Trust Long-term Investment Intensity (2015–2025)

This chart shows how Baillie Gifford Japan Trust's Long-term Investment Intensity has evolved across 11 annual periods from 2015 to 2025. As of August 2025, the intensity stands at 98.0%, reflecting long-term investments of GBX889.77 Million against total assets of GBX907.76 Million GBX. Also explore BGFD total asset value for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Baillie Gifford Japan Trust (2015–2025)

The table below presents the year-by-year Long-term Investment Intensity for Baillie Gifford Japan Trust from 2015 to 2025, covering 11 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see BGFD company net worth.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2025 98.0% GBX889.77 Million GBX907.76 Million ▼ -1.1 pp
2024 99.1% GBX886.34 Million GBX894.51 Million ▼ 0.0 pp
2023 99.1% GBX858.49 Million GBX866.33 Million ▲ +0.5 pp
2022 98.6% GBX930.35 Million GBX943.56 Million ▲ +2.8 pp
2021 95.8% GBX1.05 Billion GBX1.10 Billion ▲ +8.8 pp
2020 87.0% GBX805.35 Million GBX925.41 Million ▼ -8.1 pp
2019 95.1% GBX819.65 Million GBX861.46 Million ▼ -1.1 pp
2018 96.3% GBX842.04 Million GBX874.53 Million ▼ -2.0 pp
2017 98.3% GBX652.60 Million GBX663.97 Million ▼ -0.8 pp
2016 99.1% GBX498.42 Million GBX502.82 Million ▲ +1.5 pp
2015 97.6% GBX369.57 Million GBX378.65 Million
pp = percentage points