Returns for all other periods are as of December 31 2020, periods over 1 year are annualised. Expense Ratios: All mutual funds have expense ratios which represent what shareholders pay for operating expenses and management fees. © LSE Group 2020. function expandRow(from,plus) { Dave joined Baillie Gifford in 2018 as a Senior Analyst and is now a portfolio manager in the US Equities team. See holdings data for Baillie Gifford US Equity Growth Fund (BGGSX). Gary Robinson looks at how having a distinctive culture can create great opportunities for those looking to invest in thoughtfully managed companies. Private numbers. Voluntary waivers or reimbursements may be applied or discontinued at any time without notice. *Relative to Russell 1000 Growth. See Baillie Gifford Long Term Global Growth (BGLTX) mutual fund ratings from all the top fund analysts in one place. For a full glossary of definitions, please click here. During his time at Baillie Gifford he has also worked in the Developed Asia and UK Equity Teams. Exposure in the US Growth trust has however now been reduced to 4.4% from 8.7%. height: 20px; Kirsty joined Baillie Gifford in 2012 and began her career on the US Equities Team, moving on to spend several years in small and large cap global equities departments, before returning to the US Equities Team. Expense ratio information is as of the Fund's current prospectus, as revised and supplemented from time to time. font-family: Arial; View mutual fund news, mutual fund market and mutual fund interest rates. The information in this area of the website is intended for use by residents of the United States of America only. Performance is being shown against the new benchmark. This represents a measure of valuation levels. To build great businesses, company management should understand how a company’s culture can affect shareholder value. Annualized Total Returns as of quarter end 12/31/2020, Baillie Gifford U.S. Equity Growth Fund - Share Class K. Unfortunately we were unable to load the video. The Fund may have a smaller number of holdings with larger positions in each relative to other mutual funds. Investors should carefully consider the objectives, risks, charges and expenses of the Funds before investing. If you are having any problems accessing your online account, please contact our dedicated digital service team at [email protected]. The weighted average ratio of current share price divided by the 12 month forward earnings per share. Their last reported 13F filing for Q4 2020 included $179,683,698,000 in managed 13F securities and a top 10 holdings concentration of 43.41%. We believe this long-term horizon allows us to harness the asymmetry inherent in equity markets to capture the disproportionate impact of successful investments. A measure of the volatility of absolute returns. display: none; While the US has led markets higher in the bull run since the coronavirus-inspired March sell-off, one fund has stood out: the £5.9bn Baillie Gifford American fund. Unfortunately we were unable to load the chart. The weighted average size of companies represented in the portfolio, denoted by market capitalization. To access your institutional client account or to create a new account select an option below. Tom is Head of the US Equities Team and is a Decision Maker on Long Term Global Growth Portfolios. BAILLIE GIFFORD & COBAILLIE GIFFORD & CO LTDBAILLIE GIFFORD OVERSEAS LTDBaillie Gifford Investment Management Europe LtdBaillie Gifford International LLC, Baillie Gifford & Co. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baillie Gifford & Co. 13F filings. The below table shows the makeup of the most recent distributions paid. Nothing in this information or elsewhere in this website shall exclude, limit or restrict our duties and liabilities to you under the United Kingdom's Financial Services and Markets Act 2000 or any conduct of business rules which we are bound to comply with. LONDON: Behind Baillie Gifford’s decision to cut its stake in Tesla last month, there is clearly a robust debate going on inside the Edinburgh investment manager about how much to keep their hand in with their star stock pick of last year.. Scottish Mortgage, the UK’s largest investment trust, halved its weighting during January. } Current performance may be lower or higher than the performance data quoted. Distributions will automatically be reinvested in Fund shares unless you submit a request for cash payment with at least ten days prior notice, before the record date for distribution, to the Transfer Agent. If you would like to sign up for this service then please contact your client service representative. This represents a measure of valuation levels. We run concentrated portfolios as we do not want to dilute the impact of such companies in the name of diversification. Performance is being shown against the new benchmark.All figures quoted are in US dollars, net of fees. .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). Sound investing is all about finding businesses that are trying to do fantastic things and taking a long-term view. Gary became a Partner of the firm in 2019. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily. If none of the previous options apply, please select Rest of World below: Baillie Gifford U.S. Equity Growth Fund - Share Class Institutional. Source: Baillie Gifford & Co and relevant underlying index provider(s). This information and other information about the Funds can be found in the prospectus and the summary prospectus. if (isexpanded[from]) { That compares to 157% (6.6%) for the MSCI All Countries World Index. If you take the last 90 years, the average per capita income globally has trebled; the average life expectancy has gone from 31 to 67; child mortality has fallen by a factor of 10 and global literacy rates have risen significantly from 25% to 80%. If it is same fund.. with "longer than you thought" history, will this increase your liking slightly? Only the Board of Trustees may modify or terminate contractual fee waivers or expense reimbursements. Dave graduated from Boston College in 1993, where he majored in Finance and Philosophy. The Company invests predominantly in equities of companies which are incorporated or domiciled, or which conduct a portion of business, in the United States. The top 10 holdings of the US Growth Trust are some of the world’s largest and most successful companies, who hold a sizeable share of their market, and are not easily replicated. Voluntary waivers or reimbursements may be applied or discontinued at any time without notice. var tableid = 'hldtable'; var imgid = 'ocimg' + from; Please try again later. This information and other information about the Funds can be found in the prospectus and the summary prospectus. if (isexpanded[from]) { The information provided does not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. The Baillie Gifford Mutual Funds are distributed by Baillie Gifford Funds Services LLC. Baillie Gifford & Co. holdings changes, total fund size, and other information presented … After serving as Deputy Manager for five years, Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in 2015. The weighted average ratio of current share price to last reported company book value per share. When it comes to public companies, Baillie Gifford reckons the total growth of its LTGG investments has been 338% (10.5% a year). For more information on Baillie Gifford Funds’ Distributions please see the Statutory Prospectus. Full details of the 2020 distribution rates for the Baillie Gifford Funds can be found within the primary ICI File here. Pretty impressive. Stocks fluctuate in price and the value of your investment in the Fund may go down. Without these waivers or reimbursements, the returns would have been lower. The Baillie Gifford Fund's performance shown assumes reinvestment of dividend and capital gain distributions and is net of management fees and expenses. The latest fund information for Baillie Gifford US Growth Trust PLC Ord GBP0.01, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The only Baillie Gifford fund or trust that has remained unchanged in Tesla’s top ten is the £ 1.3 billion Edinburgh Worldwide Mutual Fund, which holds the largest holding of 6.5% of trusts. Only the Board of Trustees may modify or terminate contractual fee waivers or expense reimbursements. All figures quoted are in US dollars, net of fees. The information contained in this website has been compiled with considerable care to ensure its accuracy at the date of publication. Not so for everyone, it seems. Get information about the top portfolio holding of the Baillie Gifford Long Term Global Growth Investment (0P0001A93R) fund - including stock holdings, annual turnover, top 10 holdings… Baillie Gifford has been providing our institutional clients with secure online access to their portfolios since 2002. She graduated MA (Hons) in Economics in 2011and MSc in Carbon Management in 2012, both from the University of Edinburgh. The net expense ratios for this fund are contractually capped (excluding taxes, sub-accounting expenses and extraordinary expenses), through April 30, 2021. trs[i].className = 'showrow'; This represents a forward-looking measure of profitability, based on the current holdings of the portfolio or benchmark. isexpanded[from] = !isexpanded[from]; It includes Russell 1000 companies with higher forecasted growth values. .hiderow { The Baillie Gifford U.S. Equity Growth Fund seeks capital appreciation. Combined Holding Report Includes: He spent time working on our Japanese, UK and European Equity Teams before moving to the US Equities Team in 2008.
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