Baillie Gifford British Smaller Companies B Inc
Latest (Mid) Price:
GBX 742.90
Day Change:
+2.74%
| Shares Class | Inc. |
|---|---|
| Yield | 0.40 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 297,674,000.00 | Launch Date | 01/11/1993 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.65 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB0005930382 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.6700 (on 31/07/2019) |
Fund Objective
The Fund aims to outperform (after deduction of costs) the Numis Smaller Companies Index (excluding Investment Companies) by at least 2% per annum over rolling five-year periods.
Fund Managers
Charlie Broughton
Steve Vaughan
Steve joined Baillie Gifford in 2012 and is an Investment Manager in the International Smaller Companies Team. He is a CFA Charterholder. Prior to joining Baillie Gifford, Steve was an Officer in the British Army for nine years. He graduated BA (Hons) in Jurisprudence from the University of Oxford in 2001 and MA in International Relations from the University of Exeter in 2012.
Asset Breakdown
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Goods | 17.00% |
| Consumer Services | 20.00% |
| Financials | 8.00% |
| Health Care | 15.00% |
| Industrials | 14.00% |
| Money Market | 5.00% |
| Oil & Gas | 5.00% |
| Technology | 12.00% |
Top 10 Holdings
| Name | Weight |
|---|---|
| YOUGOV | 6.00% |
| CERES POWER HLDGS | 5.00% |
| AO WORLD PLC | 3.00% |
| BOOHOO GROUP PLC | 3.00% |
| CREO MEDICAL GROUP PLC | 3.00% |
| GENUS PLC | 3.00% |
| 4IMPRINT GROUP PLC | 2.00% |
| ABCAM | 2.00% |
| KAINOS GROUP PLC | 2.00% |
| RENISHAW PLC | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
