Baillie Gifford UK Equity Alpha Fund Class B Acc

Name
Baillie Gifford UK Equity Alpha Fund Class B Acc
Manager
Baillie Gifford & Co Limited.
Type
Open Ended Investment Company
ISIN
GB0005858195
Sector
UK All Companies
Launched
07/04/1995
OCF
0.57 %
Risk Rating
5
3 Year Sharpe
1.04
3 Year Alpha
5.85
Yield
1.4 %
Benchmark
FTSE AllSh TR GBP
The Sub-fund aims to outperform (after deduction of costs) the FTSE All-Share Index by at least 2% per annum over rolling five-year periods. The Sub-fund will invest at least 80% in shares of UK companies, being those which are incorporated, domiciled or conduct a significant portion of their business in the UK. The Sub-fund will be actively managed and may invest in UK companies of any size and in any sector. The Sub-fund will be concentrated with a maximum of 40 holdings.
Holding %
Rightmove PLC 7.27 %
Homeserve PLC 6.00 %
Auto Trader Group PLC 5.90 %
AVEVA Group PLC 5.58 %
Hargreaves Lansdown PLC 5.49 %
Ocado Group PLC 4.87 %
Abcam PLC 4.48 %
Rathbone Brothers PLC 3.62 %
Renishaw PLC 3.54 %
Oxford Instruments PLC 3.39 %
Region %
United Kingdom 95.47 %
Sector %
Technology 27.41 %
Financial Services 18.87 %
Industrials 16.73 %
Healthcare 10.07 %
Consumer Cyclical 9.47 %
Consumer Defensive 8.24 %
Basic materials 7.53 %
Name
Baillie Gifford & Co Limited.
Address
EH1 3AN, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Gerard Callahan
Joined 09/01/2010

Gerard graduated BA in Politics, Philosophy and Economics from Oxford University in 1991. He joined Baillie Gifford in the same year and became a Partner in 2000. Gerard became Head of our UK Equity Team in 2007 and Chairman since 2010. He has been the lead manager of our UK Alpha strategy since launch in 2000.

Data provided by Morningstar.

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