Baillie Gifford Global Stewardship C Acc
Shares Class | Inc. |
---|---|
Yield | 0.39 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.39 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 592,810,000.00 | Launch Date | 07/12/2015 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
Sector | IMA UK Equity Income | Min Investment (£) | 250,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00BYNK7H03 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.0300 (on 30/06/2019) |
The Fund aims to outperform (after deduction of costs) the MSCI AC World Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods.
Iain McCombie
Iain is the lead manager of our UK Core strategy. He is also a member of the Global Stewardship Portfolio Construction Group (PCG). Most recently, Iain served as Chief of Investment Staff from 2013 to 2018 and became a Partner of the firm in 2005. He initially joined Baillie Gifford in 1994 and spent five years training as an Investment Manager in the US Equities Team before joining the UK Equity Team in 1999. Iain graduated MA in Accountancy from the University of Aberdeen and subsequently trained as a Chartered Accountant.
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.
Matthew Brett
Matthew is an Investment Manager in the Japanese Equities Team. He is manager of the Japanese All Cap Strategy and Lead Manager of the Japanese Income Growth Strategy. He is also a member of the Global Stewardship Portfolio Construction Group. Matthew joined Baillie Gifford in 2003 and became a Partner in 2018. He is a CFA Charterholder. Matthew graduated BA (Hons) in Natural Sciences (Psychology) from the University of Cambridge in 2000 and holds a PhD in Psychology from the University of Bristol.
Gary Robinson
Gary is an Investment Manager in the US Equities Team. He graduated MBiochem in Biochemistry from the University of Oxford in 2003 and joined Baillie Gifford the same year. He spent time working on our Japanese, UK and European Equity Teams before moving to the US Equities Team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector dating back to his undergraduate degree. Gary is also a member of the Global Stewardship Portfolio Construction Group.
Zaki Sabir
Zaki graduated BA in Business Accounting and Finance from Newcastle University in 2006. He joined Baillie Gifford in 2007 and is a Senior Analyst in the Global Discovery Team. He became a member of the Global Select Portfolio Construction Group in 2017.
Josie Bentley
Josie is an Investment Manager in the European Equity Team and a member of the Global Stewardship Portfolio Construction Group. She joined Baillie Gifford in 2016 and spent time in the International Growth, UK Equity and High Yield Bond Teams. Josie started her career in London, working as a global board analyst at Russell Reynolds Associates. Josie graduated MA (Oxon) in Music from the University of Oxford in 2014.
Name | Weight |
---|---|
Canadian Equities | 4.00% |
Chinese Equities | 6.00% |
German Equities | 2.00% |
Hong Kong Equities | 2.00% |
International Equities | 8.00% |
Japanese Equities | 12.00% |
Money Market | 1.00% |
Swedish Equities | 3.00% |
Taiwanese Equities | 2.00% |
UK Equities | 4.00% |
US Equities | 51.00% |
Name | Weight |
---|---|
Canada | 4.00% |
China | 6.00% |
Germany | 2.00% |
Hong Kong | 2.00% |
Japan | 12.00% |
Money Market | 1.00% |
Others | 8.00% |
Sweden | 3.00% |
Taiwan | 2.00% |
UK | 4.00% |
USA | 51.00% |
Name | Weight |
---|---|
TESLA INC | 5.00% |
SHOPIFY INC NPV SUBORDINATED A | 4.00% |
AMAZON.COM INC | 3.00% |
CHEGG INC | 3.00% |
MARKETAXESS HLDGS INC | 3.00% |
SOFTBANK GROUP CORP | 3.00% |
FANUC CORP | 2.00% |
NETFLIX INC | 2.00% |
TAIWAN SEMICONDUCTOR MANUFACTU | 2.00% |
THE TRADE DESK | 1.00% |
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.