Baillie Gifford UK Equity Alpha Fund Class B Inc

Baillie Gifford UK Equity Alpha Fund Class B Inc
Baillie Gifford & Co Limited.
Open Ended Investment Company
UK All Companies
0.57 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.2 %
The objective is to produce returns, after management fees, mainly through capital growth, in excess of the total return on the FTSE All-Share Index (or any successor or substitute index) over the long term. The Sub-fund will invest principally in equities of UK companies which are listed in the FTSE All Share Index, or any successor or substitute index. The Sub-fund may invest in UK companies of all sizes and will invest in a concentrated portfolio, typically comprised of between 30 and 40 holdings. The Sub-fund may also invest in equities of UK companies not listed in the FTSE All-Share Index, cash, and near cash. UK companies are companies of all sizes and in any economic sector that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK. Up to 10% in value of the Sub-fund may be invested in collective investment schemes, including those managed or operated by the ACD, and/or deposits.
Holding %
Rightmove PLC 6.74 %
Hargreaves Lansdown PLC 6.03 %
Homeserve PLC 5.38 %
Auto Trader Group PLC 5.16 %
AVEVA Group PLC 4.69 %
Renishaw PLC 4.39 %
Ocado Group PLC 4.30 %
Rathbone Brothers PLC 4.29 %
Abcam PLC 4.10 %
Johnson Matthey PLC 3.66 %
Region %
United Kingdom 95.85 %
Sector %
Technology 26.16 %
Financial Services 18.83 %
Industrials 16.02 %
Consumer Cyclical 12.05 %
Healthcare 9.23 %
Basic materials 8.05 %
Consumer Defensive 7.18 %
Baillie Gifford & Co Limited.
EH1 3AN, Edinburgh, United Kingdom
Legal Structure
Open Ended Investment Company


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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