Baillie Gifford UK Growth

Name
Baillie Gifford UK Growth
Type
Closed Ended Investment Company
ISIN
GB0007913485
Sector
UK All Companies
Launched
11/03/1994
OCF
0.64 %
Risk Rating
4
3 Year Sharpe
0.78
3 Year Alpha
-0.45
Yield
2.8 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 298.78 million
NAV
210
Gearing
100
Discount Premium
-6
To achieve capital growth predominantly from investment in UK equities, with the aim of providing a total return in excess of that on the FTSE All Share Index. The Company invests in a concentrated portfolio of stocks principally selected for their potential to provide attractive absolute returns. The portfolio is invested primarily in UK equities, including convertible securities and equity-related derivatives. The yield on the Company is of secondary importance.
Holding %
Royal Dutch Shell PLC B 9.20 %
Standard Chartered PLC 5.58 %
BP PLC 5.41 %
Tesco PLC 5.15 %
Lloyds Banking Group PLC 4.43 %
Balfour Beatty PLC 4.24 %
Aviva PLC 3.98 %
British American Tobacco PLC 3.61 %
Just Group PLC 3.41 %
Pearson PLC 3.38 %
Region %
United Kingdom 97.40 %
Sector %
Financial Services 25.50 %
Energy 14.61 %
Industrials 14.48 %
Consumer Cyclical 13.84 %
Consumer Defensive 8.76 %
Healthcare 6.21 %

Data provided by Morningstar.

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