Baillie Gifford Worldwide Long Term Global Growth Fund Class B GBP AccRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 93.8 | 3.4 | -40.1 | 30.2 | 6.5 | |
+/-Cat | 70.1 | -11.1 | -22.0 | 14.2 | -0.3 | |
+/-B’mrk | - | -14.6 | -21.1 | 7.9 | -1.2 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 28/03/2024 | GBP 21.59 | |
Day Change | 0.21% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BG4PVW16 | |
Fund Size (Mil) 28/03/2024 | USD 3900.23 | |
Share Class Size (Mil) 28/03/2024 | GBP 10.97 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.68% |
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 Worldwide Long Term Global Growth Fund Class B GBP 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 | |||||||||||||
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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 25/01/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Baillie Gifford Worldwide Long Term Global Growth Fund Class B GBP Acc | 31/01/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 7.74 |
Amazon.com Inc | Consumer Cyclical | 6.48 |
PDD Holdings Inc ADR | Consumer Cyclical | 5.67 |
ASML Holding NV | Technology | 5.20 |
Atlassian Corp A | Technology | 4.30 |
Increase Decrease New since last portfolio | ||
Baillie Gifford Worldwide Long Term Global Growth Fund Class B GBP Acc |