Baillie Gifford Long Term Global Growth Investment Fund C IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 96.8 | 4.6 | -39.7 | 31.4 | 10.4 | |
+/-Cat | 73.1 | -10.0 | -21.7 | 15.4 | 1.1 | |
+/-B’mrk | - | -13.5 | -20.8 | 9.1 | 0.4 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 23/04/2024 | GBX 1123.00 | |
Day Change | 1.91% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BD5Z1294 | |
Fund Size (Mil) 22/04/2024 | GBP 1926.72 | |
Share Class Size (Mil) 28/03/2024 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 27/03/2024 | 0.02% |
Investment Objective: Baillie Gifford Long Term Global Growth Investment Fund C Inc |
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 C Inc | 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 C Inc |