Baillie Gifford US Growth Trust plc

Name
Baillie Gifford US Growth Trust plc
Manager
Baillie Gifford & Co Limited.
Type
Closed Ended Investment Company
ISIN
GB00BDFGHW41
Sector
North America
Launched
23/03/2018
OCF
0.88 %
Yield
0 %
Benchmark
S&P 500 Index
Fund Size
£ 507.82 million
NAV
182
Gearing
100
Discount Premium
4
The Company will invest predominantly in equities of companies which are incorporated or domiciled, or which conduct a significant portion of their business, in the United States and which the Company believes have the potential to grow substantially faster than the average company over the long term. Such investment will typically be direct, but may be indirect, including through investment in funds.
Holding %
Tesla Inc 8.15 %
Amazon.com Inc 7.46 %
Shopify Inc A 5.91 %
Netflix Inc 4.42 %
Alphabet Inc A 3.73 %
The Trade Desk Inc A 3.66 %
Mastercard Inc A 3.35 %
MarketAxess Holdings Inc 2.75 %
Illumina Inc 2.75 %
First Republic Bank 2.32 %
Region %
United States 92.85 %
Canada 7.15 %
Sector %
Consumer Cyclical 24.05 %
Communication Services 20.68 %
Technology 18.01 %
Healthcare 15.06 %
Financial Services 12.41 %
Name
Baillie Gifford & Co Limited.
Address
EH1 3AN, Edinburgh, United Kingdom
Legal Structure
Closed Ended Investment Company

Managers

Gary Robinson
Joined 03/23/2018

Gary Robinson, CFA, Partner, Investment Manager, U.S. Equities Team at Baillie Gifford. 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 a portfolio manager for our Global Select strategy.

Helen Xiong
Joined 03/23/2018

Helen graduated BSc (Hons) in Economics from Warwick University in 2007 and an MPhil in Economics from the University of Cambridge the following year. She joined Baillie Gifford in 2008 and has spent time working on our Developed Asia, UK, North America, Emerging Markets, and Global equity teams prior to becoming an investment manager in the US Equities team. Before coming to live and work in the UK, Helen has lived in China, South Africa, and Norway.

Data provided by Morningstar.

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