Baillie Gifford Worldwide Long Term Global Growth Fund Class B USD Acc

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Performance History30/04/2022
Growth of 1,000 (GBP) Advanced Graph
Baillie Gifford Worldwide Long Term Global Growth Fund Class B USD Acc
Fund4.029.994.83.2-29.8
+/-Cat8.75.771.1-11.3-16.3
+/-B’mrk6.42.365.3-14.9-16.3
 
Key Stats
NAV
20/05/2022
 USD 22.68
Day Change 5.12%
Morningstar Category™ Global Large-Cap Growth Equity
ISIN IE00BYQG5606
Fund Size (Mil)
20/05/2022
 USD 1976.19
Share Class Size (Mil)
20/05/2022
 USD 978.05
Max Initial Charge -
Ongoing Charge
31/03/2022
  0.68%
Morningstar Research
Analyst Report

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
PeopleAbove Average
ParentHigh
ProcessAbove Average
Performance
Price
Investment Objective: Baillie Gifford Worldwide Long Term Global Growth Fund Class B USD Acc
The investment objective of the Fund is to provide strong returns over the long term by investing primarily in a concentrated, unconstrained global equity portfolio. The Fund may also invest in other transferable securities, money market instruments, cash and cash equivalents.
Returns
Trailing Returns (GBP)20/05/2022
YTD-38.09
3 Years Annualised11.86
5 Years Annualised14.58
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Tom Slater
10/08/2016
Mark Urquhart
10/08/2016
Inception Date
10/08/2016
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI GR EURMSCI ACWI Growth NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Baillie Gifford Worldwide Long Term Global Growth Fund Class B USD Acc28/02/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.450.0098.45
Bond0.000.000.00
Property0.000.000.00
Cash1.800.251.55
Other0.000.000.00
Top 5 Regions%
United States57.86
Asia - Emerging19.22
Eurozone17.07
Asia - Developed3.72
Canada2.14
Top 5 Sectors%
Consumer Cyclical35.00
Technology30.65
Healthcare16.86
Communication Services13.80
Industrials2.55
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical6.65
Tesla IncConsumer CyclicalConsumer Cyclical5.57
NVIDIA CorpTechnologyTechnology5.22
ASML Holding NVTechnologyTechnology4.67
Kering SAConsumer CyclicalConsumer Cyclical4.64
Baillie Gifford Worldwide Long Term Global Growth Fund Class B USD Acc

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)