Baillie Gifford Global Alpha Growth C Acc

Ranked 275 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Spencer Adair

Spencer Adair is currently an investment manager at Baillie Gifford, having joined the company in 2000. He looks after a variety of global equity mandates with a growth-oriented strategy. Spencer studied Medicine at the University of St Andrews and is a CFA Charterholder. Outside of fund management, he enjoys rugby, soccer and music.

Malcolm MacColl

Malcolm MacColl is currently a fund manager and partner at Baillie Gifford. Based in Edinburgh, Malcolm adopts a global growth strategy for his Baillie Gifford Global Alpha Growth fund which he has managed since its inception in 2010. Malcolm holds an MA in Economics and History from the University of St Andrews. He also holds the IMC certificate. During his leisure time, he enjoys golf and rugby.

Charles Plowden

Charles Plowden graduated with a BA in modern history from Oxford University. He joined Baillie Gifford in 1983 and became a partner in 1988. After working in the North American equity team he joined the UK equity team where he was an investment manager until 2008, and was latterly head of the team. He managed UK equity portfolios for more than twenty years, notably looking after Baillie Gifford’s specialist UK mandates. Since its inception in 2005, Charles has been an investment manager for the Global Alpha Portfolio, which is his sole portfolio management responsibility. He became joint senior partner and chief of investment staff in 2006.

Objective

The objective is to outperform the MSCI AC World Index by at least 2.0% per annum over rolling five year periods (before the management fee). There is no guarantee that a positive return will be achieved over rolling five year periods or any time period and capital may be at risk. The Sub-fund will invest primarily in global equities. The Sub-fund is actively managed and investments may be made in companies in any sector or industry and from any part of the world. The Sub-fund may also invest in other transferable securities, money market instruments, cash and near cash and up to 10% in value of the Sub-fund may be invested in each of the following: collective investment schemes including those managed or operated by the ACD and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.3%
2018 -4.5% -2.2% 8.6% 3.4% -13.0%
2017 23.3% 7.7% 4.2% 3.8% 5.8%
2016 26.4% 0.0% 5.3% 13.7% 5.6%
2015 8.1% 9.4% -5.9% -6.7% 12.4%
2014 12.9% 1.7% 1.2% 2.6% 6.9%
2013 28.4% 16.2% 1.9% 3.6% 4.7%
2012 12.6% 9.5% -6.1% 7.5% 1.8%
2011 -5.8% 1.4% 0.4% -13.3% 6.7%
2010 -10.5% 10.2% 11.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/03/2010
  • Share Class size221Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).