Baillie Gifford Long Term Global Growth Investment Fund B AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 95.6 | 3.9 | -40.1 | 30.7 | 10.3 | |
+/-Cat | 71.9 | -10.7 | -22.0 | 14.7 | 1.0 | |
+/-B’mrk | - | -14.2 | -21.1 | 8.4 | 0.2 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 25/04/2024 | GBX 1092.00 | |
Day Change | -2.15% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BD5Z0Z54 | |
Fund Size (Mil) 24/04/2024 | GBP 1981.40 | |
Share Class Size (Mil) 28/03/2024 | GBP 666.41 | |
Max Initial Charge | - | |
Ongoing Charge 02/04/2024 | 0.64% |
Morningstar Research |
Analyst Report | 18/05/2023 Tom Mills, Senior Analyst Morningstar, Inc |
Baillie Gifford Long Term Global Growth is focused, long-term growth investing from an erudite team with links to academics, industry "visionaries," and useful contact with unlisted companies. The approach has been consistently implemented,... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 25 |
Process | 24 |
Performance | |
Price |
Investment Objective: Baillie Gifford Long Term Global Growth Investment Fund B Acc |
The Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in Sterling, by at least 2.5% per annum over rolling five-year periods. The Fund will invest at least 90% in shares of companies. The Fund will be actively managed and will invest in companies in any country and in any sector which, typically at the time of purchase, have a market capitalisation of more than US$4 billion. The Fund will be concentrated, typically comprising of between 30 and 60 holdings. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
John MacDougall 20/01/2022 | ||
Gemma Barkhuizen 20/01/2022 | ||
Click here to see others | ||
Inception Date 10/04/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI +2.5% NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Baillie Gifford Long Term Global Growth Investment Fund B Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 8.37 |
Amazon.com Inc | Consumer Cyclical | 6.77 |
ASML Holding NV | Technology | 5.17 |
PDD Holdings Inc ADR | Consumer Cyclical | 4.20 |
Adyen NV | Technology | 4.03 |
Increase Decrease New since last portfolio | ||
Baillie Gifford Long Term Global Growth Investment Fund B Acc |