Baillie Gifford Long Term Global Growth Investment B Acc
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 4,488,063,000.00 | Launch Date | 10/04/2017 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.62 |
Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00BD5Z0Z54 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.6400 (on 30/06/2019) |
The Fund aims to outperform (after deduction of costs) the FTSE All World Index, as stated in Sterling, by at least 2.5% per annum over rolling five-year periods.
Mark Urquhart
Mark is a Senior Investment Manager in our Long Term Global Growth Team, a strategy which he co-founded in 2003. Mark joined Baillie Gifford in 1996, initially working as an Investment Analyst and Manager in the US, UK and Japanese Equities Teams. He became a Partner in 2004. Mark graduated BA in Philosophy, Politics and Economics from the University of Oxford in 1992 and spent a year at Harvard as a Kennedy Scholar in 1993 before completing a PhD in Politics at the University of Edinburgh in 1996.
Tom Slater
Tom is Head of the US Equities Team and is a Decision Maker on Long Term Global Growth Portfolios. He joined Baillie Gifford in 2000 and became a Partner of the firm in 2012. After serving as Deputy Manager for five years, Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in 2015. During his time at Baillie Gifford he has also worked in the Developed Asia and UK Equity Teams. Tom’s investment interest is focused on high growth companies both in listed equity markets and as an investor in private companies. He graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000.
Name | Weight |
---|---|
Europe ex UK Equities | 15.00% |
Global Emerging Market Equitie | 30.00% |
Money Market | 1.00% |
North American Equities | 53.00% |
Name | Weight |
---|---|
Europe ex UK | 15.00% |
Global Emerging Markets | 30.00% |
Money Market | 1.00% |
North America | 53.00% |
Name | Weight |
---|---|
Consumer Goods | 16.00% |
Consumer Services | 39.00% |
Financials | 2.00% |
Health Care | 11.00% |
Industrials | 5.00% |
Money Market | 1.00% |
Technology | 24.00% |
Name | Weight |
---|---|
TESLA INC | 9.00% |
AMAZON.COM INC | 5.00% |
MEITUAN | 5.00% |
PINDUODUO | 5.00% |
TENCENT HLDGS LIMITED | 5.00% |
ALIBABA GROUP HLDG LTD | 4.00% |
ILLUMINA INC | 4.00% |
KERING SA | 3.00% |
NETFLIX INC | 3.00% |
PELOTON INTERACTIVE INC | 3.00% |
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.