Baillie Gifford UK Growth

Name
Baillie Gifford UK Growth
Manager
Baillie Gifford & Co Limited.
Type
Closed Ended Investment Company
ISIN
GB0007913485
Sector
UK All Companies
Launched
11/03/1994
OCF
0.64 %
Risk Rating
3
3 Year Sharpe
0.92
3 Year Alpha
0.45
Yield
3 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 280.72 million
NAV
199
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 %
Name
Baillie Gifford & Co Limited.
Address
EH1 3AN, Edinburgh, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Iain McCombie
Joined 06/30/2018

Iain graduated MA in Accounting from Aberdeen University and trained as a Chartered Accountant. Iain joined Baillie Gifford in 1994, and has spent the majority of his career as an investment manager in our UK Equity Team. He is lead manager of our UK Core strategy and has been one of the four members of our Pan-European Portfolio Construction Group since 2010. He became a Partner in 2005 and Chief of Investment Staff in 2013.

Milena Mileva
Joined 06/30/2018

Milena completed her MPhil in Politics at Oxford University in 2009, having graduated with a BA in Social & Political Science from Cambridge University in 2007. She joined Baillie Gifford in the same year and is an Investment Manager in the UK Equity Team.

Data provided by Morningstar.

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