Baillie Gifford American W3 Inc
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 | 7,117,404,000.00 | Launch Date | 31/07/1997 | 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 | GB00BFWK8G45 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.3700 (on 31/10/2019) |
The Fund aims to outperform (after deduction of costs) the S&P 500 Index, as stated in Sterling, by at least 1.5% per annum over rolling five-year periods.
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.
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.
Kirsty Gibson
Kirsty graduated MA (Hons) in Economics from the University of Edinburgh in 2011 and MSc in Carbon Management also from the University of Edinburgh in 2012. Kirsty joined Baillie Gifford in 2012 and is an Investment Manager in the US Equities Team. She is a member of the Positive Change Portfolio Construction Group.
Dave Bujnowski
Dave joined Baillie Gifford in 2018 and is a Senior Analyst in the US Equities Team. Dave’s investment interest is focused on markets and businesses in which a highly dynamic societal change or business model shift affects potential future cash flow in a monumental and underappreciated manner. Prior to joining Baillie Gifford, he co-founded Coburn Ventures in 2005, a consulting and investment company that studies monumental change in business, markets and society to better understand the powerful forces that shape investment opportunities. In his 13 years at Coburn Ventures, Dave was a Partner, primary client-facing consultant, research analyst and portfolio manager of a long-short, market neutral hedge fund. He started his career in 1996, joining Warburg Dillon Read’s equity research group as an associate semiconductor analyst before joining UBS’s Global Tech Strategy Team. Dave graduated from Boston College in 1993, where he majored in Finance and Philosophy.
Name | Weight |
---|---|
Communications | 12.00% |
Consumer Discretionary | 29.00% |
Financials | 5.00% |
Health Care | 14.00% |
Industrials | 4.00% |
Information Technology | 30.00% |
Money Market | 2.00% |
Real Estate | 2.00% |
Name | Weight |
---|---|
TESLA INC | 8.00% |
SHOPIFY INC NPV SUBORDINATED A | 7.00% |
AMAZON.COM INC | 6.00% |
THE TRADE DESK | 6.00% |
ROKU INC | 4.00% |
WAYFAIR INC | 4.00% |
NETFLIX INC | 3.00% |
ALPHABET INC | 2.00% |
APPIAN CORP | 2.00% |
CHEGG INC | 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.