Baillie Gifford Global Income Growth Fund B Income

Name
Baillie Gifford Global Income Growth Fund B Income
Manager
Baillie Gifford & Co Limited.
Type
Open Ended Investment Company
ISIN
GB0005772586
Sector
Global Equity Income
Launched
08/10/1984
OCF
0.6 %
Risk Rating
4
3 Year Sharpe
1.28
3 Year Alpha
3.33
Yield
2.6 %
Benchmark
FTSE All World TR GBP
The objective is to obtain a yield higher than the FTSE All World Index whilst, over the longer term, achieving growth in both income and capital. The Sub-fund will be actively managed and will invest almost exclusively in equities worldwide. Such investment may be direct or indirect. The Sub-fund may also invest in other transferable securities, money market instruments, cash and near cash, deposits and collective investment schemes including those managed or operated by the ACD.
Holding %
Coca-Cola Co 3.14 %
Fastenal Co 3.10 %
Procter & Gamble Co 2.92 %
Edenred SA 2.82 %
Deutsche Boerse AG 2.61 %
Sonic Healthcare Ltd 2.57 %
Microsoft Corp 2.46 %
Admiral Group PLC 2.40 %
C.H. Robinson Worldwide Inc 2.37 %
Experian PLC 2.33 %
Region %
United States 38.46 %
Eurozone 15.34 %
Europe - ex Euro 12.39 %
United Kingdom 10.47 %
Asia - Developed 5.65 %
Sector %
Financial Services 25.92 %
Consumer Defensive 18.25 %
Industrials 14.63 %
Technology 12.68 %
Consumer Cyclical 11.40 %
Healthcare 9.48 %
Name
Baillie Gifford & Co Limited.
Address
EH1 3AN, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

James Dow
Joined 09/30/2013

James Dow - graduated MA (Hons) in Economics-Philosophy from the University of St Andrews in 2000, and an MSc in Development Studies at the London School of Economics in 2001. He spent three years working at The Scotsman newspaper, where he was the Economics Editor. James joined Baillie Gifford’s graduate scheme in 2004 working as an Investment Manager in our North American Equity Team and as a Global Sector Specialist, before joining the Global Income Growth team. He is a CFA Charterholder.

Toby Ross
Joined 09/30/2013

Toby Ross - graduated MA in English Literature from the University of Cambridge in June 2006 and joined Baillie Gifford in the same year. He spent some time as an Investment Analyst in the UK Equity Team and as a Global Sector Specialist, before joining the Global Income Growth team. Toby is a CFA Charterholder.

Data provided by Morningstar.

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