Baillie Gifford Long Term Global Growth Investment Fund B Acc

Name
Baillie Gifford Long Term Global Growth Investment Fund B Acc
Manager
Baillie Gifford & Co Limited.
Type
Open Ended Investment Company
ISIN
GB00BD5Z0Z54
Sector
Global
Launched
10/04/2017
OCF
0.65 %
Risk Rating
5
3 Year Sharpe
1.38
3 Year Alpha
10.89
Yield
0 %
Benchmark
FTSE All World TR GBP
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. TheFund will invest at least 90% in shares of companies. The Fund will be actively managed and will invest in companies in any country and in any sector which, typically at the time of purchase, have a market capitalisation of more than US$2 billion. The Fund will be concentrated, typically comprising of between 30 and 60 holdings.
Holding %
Amazon.com Inc 9.10 %
Tesla Inc 8.17 %
Tencent Holdings Ltd 6.82 %
Alibaba Group Holding Ltd ADR 6.19 %
Illumina Inc 6.15 %
Facebook Inc A 4.33 %
Netflix Inc 4.14 %
NVIDIA Corp 3.41 %
Alphabet Inc Class C 3.32 %
DexCom Inc 3.27 %
Region %
United States 56.80 %
Asia - Emerging 24.88 %
Eurozone 14.21 %
Sector %
Consumer Cyclical 37.70 %
Communication Services 26.36 %
Technology 17.11 %
Healthcare 12.88 %
Name
Baillie Gifford & Co Limited.
Address
EH1 3AN, Edinburgh, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Tom Slater
Joined 04/10/2017

Tom graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000. He joined Baillie Gifford the same year and worked in the Developed Asia and UK Equity Teams before joining the Long Term Global Growth Team at the start of 2009. Tom became a Partner in the firm in 2012. Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in January 2015 having served as Deputy Manager for the previous five years. In 2015 Tom was appointed Head of the North American Equities Team and is a decision maker on Long Term Global Growth portfolios. Tom’s investment interest is focused on high growth companies both in listed equity markets and as an investor in private companies.

Mark Urquhart
Joined 04/10/2017

Mark graduated BA in Philosophy, Politics and Economics from Oxford University in 1992. He spent a year at Harvard as a Kennedy Scholar in 1993 before completing a PhD in Politics at the University of Edinburgh in 1996. Mark joined Baillie Gifford in 1996 and was an Investment Manager in the Japanese Equity Team, until joining our Long Term Global Growth Team when it was established in 2003. Mark became a Partner in 2004.

Data provided by Morningstar.

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