Baillie Gifford China B Acc
Shares Class | Inc. |
---|---|
Yield | 0.49 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.49 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 775,823,000.00 | Launch Date | 19/11/2008 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.72 |
Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00B39RMM81 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.7800 (on 31/10/2019) |
The Fund aims to outperform (after deduction of costs) the MSCI China All Shares, as stated in Sterling, by at least 2% per annum over rolling five-year periods.
Mike Gush
Mike is a named manager for Baillie Gifford’s Emerging Markets and China Funds, as well as being responsible for the Emerging Markets Small Cap Strategy. He has also been involved with the Global Stewardship Strategy since its inception in 2015. Mike first joined Baillie Gifford in 2003 and worked in the UK and Japanese Equities Teams before moving to the Emerging Markets Equity Team in 2005. He became an Investment Manager in 2006 and has researched all Emerging Markets during his career. Mike also has previous experience managing the Pacific Horizon Investment Trust and the Baillie Gifford Pacific Fund. He is a CFA Charterholder and graduated MEng from the University of Durham in 2003.
Roderick Snell
Roderick joined Baillie Gifford in 2006 and is an Investment Manager in the Emerging Markets Equity Team. He previously worked in the UK and European Equity Teams and has managed the Baillie Gifford Pacific Fund since 2010. Roderick graduated BSc (Hons) in Medical Biology from the University of Edinburgh in 2006.
Sophie Earnshaw
Sophie joined Baillie Gifford in 2010 and is an Investment Manager in the Emerging Markets Equity Team and a decision maker on the China A Share Fund. She has also been Co-Manager of the China Fund and a member of the International All Cap Portfolio Construction Group since 2014. Sophie is a CFA Charter holder. She graduated MA in English Literature from the University of Edinburgh in 2008 and MPhil in Eighteenth Century and Romantic Literature from the University of Cambridge in 2009.
Name | Weight |
---|---|
Communications | 13.00% |
Consumer Discretionary | 34.00% |
Consumer Staples | 9.00% |
Energy | 0.00% |
Financials | 9.00% |
Health Care | 14.00% |
Industrials | 6.00% |
Information Technology | 6.00% |
Materials | 1.00% |
Money Market | 1.00% |
Real Estate | 1.00% |
Utilities | 0.00% |
Name | Weight |
---|---|
ALIBABA GROUP HLDG LTD | 9.00% |
TENCENT HLDGS LIMITED | 9.00% |
JD.COM | 4.00% |
MEITUAN | 4.00% |
PING AN INSURANCE(GR)CO OF CHI | 4.00% |
KWEICHOW MOUTAI | 3.00% |
CHINA MERCHANTS BANK CO LTD | 2.00% |
CONTEMPORARY AMPEREX TECHNOLOG | 2.00% |
LI NING CO LTD | 2.00% |
ZAI LAB | 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.