Baillie Gifford Long Term Global Growth Investment Fund B Acc

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Performance History30/11/2024
Growth of 1,000 (GBP) Advanced Graph
Baillie Gifford Long Term Global Growth Investment Fund B Acc
Fund95.63.9-40.130.728.2
+/-Cat71.9-10.7-22.014.712.2
+/-B’mrk--14.2-21.18.44.9
 
Key Stats
NAV
03/12/2024
 GBX 1332.00
Day Change 0.91%
Morningstar Category™ Global Large-Cap Growth Equity
IA (formerly IMA) Sector Global
ISIN GB00BD5Z0Z54
Fund Size (Mil)
02/12/2024
 GBP 2124.22
Share Class Size (Mil)
31/10/2024
 GBP 565.79
Max Initial Charge -
Ongoing Charge
08/07/2024
  0.65%
Morningstar Research
Analyst Report21/05/2024
Daniel Haydon, 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
People24
Parent25
Process24
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
Trailing Returns (GBP)03/12/2024
YTD30.08
3 Years Annualised-1.32
5 Years Annualised16.85
10 Years Annualised-
12 Month Yield 0.00
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 BenchmarkMorningstar Benchmark
MSCI ACWI +2.5% NR GBPMorningstar Gbl Growth TME 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 Long Term Global Growth Investment Fund B Acc31/10/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.110.0099.11
Bond0.000.000.00
Property0.000.000.00
Cash0.890.000.89
Other0.000.000.00
Top 5 Regions%
United States60.63
Asia - Emerging16.17
Eurozone11.91
Latin America5.45
Canada3.00
Top 5 Sectors%
Technology39.77
Consumer Cyclical32.34
Healthcare10.38
Communication Services9.84
Industrials2.91
Top 5 HoldingsSector%
NVIDIA CorpTechnologyTechnology7.52
Amazon.com IncConsumer CyclicalConsumer Cyclical6.43
Meituan Class BConsumer CyclicalConsumer Cyclical4.88
The Trade Desk Inc Class ATechnologyTechnology4.30
Intuitive Surgical IncHealthcareHealthcare4.00
Baillie Gifford Long Term Global Growth Investment Fund B 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)
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