Baillie Gifford Managed K Inc
Shares Class | Inc. |
---|---|
Yield | 0.96 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 0.96 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
Fund Size | 7,635,529,000.00 | Launch Date | 01/04/1987 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.32 |
Sector | IMA UK Equity Income | Min Investment (£) | 250,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00BFX4TG20 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.3500 (on 31/07/2019) |
The Fund aims to achieve capital growth 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.
Steven Hay
Steven joined Baillie Gifford in 2004 and is Head of the Income Research Team. Prior to joining Baillie Gifford, Steven was a Fixed Income Investment Manager with Scottish Widows. His experience includes seven years undertaking analysis and research for the Bank of England’s Monetary Policy Committee, and involvement in managing the UK’s foreign exchange reserves. Steven graduated BAcc (Hons) in Economics and Accountancy from the University of Glasgow in 1992 and MSc in Economics from the University of Warwick in 1993.
Name | Weight |
---|---|
Asia Pacific Developed Equitie | 10.00% |
Europe ex UK Equities | 18.00% |
Global Emerging Market Equitie | 8.00% |
Global Fixed Interest | 14.00% |
Global Index Linked | 0.00% |
Money Market | 9.00% |
North American Equities | 19.00% |
UK Equities | 17.00% |
UK Fixed Interest | 1.00% |
Name | Weight |
---|---|
Asia Pacific | 10.00% |
Europe ex UK | 18.00% |
Global Emerging Markets | 8.00% |
International | 14.00% |
Money Market | 9.00% |
North America | 19.00% |
Not Specified | 0.00% |
UK | 19.00% |
Name | Weight |
---|---|
AMAZON.COM INC | 1.00% |
IMCD NV | 1.00% |
SHOPIFY INC NPV SUBORDINATED A | 1.00% |
TESLA INC | 1.00% |
THE TRADE DESK | 1.00% |
ZALANDO SE | 1.00% |
AVANZA BANK HLDG AB | 0.00% |
BHP GROUP LTD | 0.00% |
PROSUS N.V. | 0.00% |
WAYFAIR INC | 0.00% |
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.