Baillie Gifford Lng Term Glbl Gro Investment B Acc

Ranked 55 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Mark Urquhart

Mark Urquhart was born in 1971 and graduated with a BA in philosophy, politics and economics from Oxford University and completed a PhD in politics from Edinburgh University. He started his career with Baillie Gifford in 1996 and is currently an investment manager in the global equities team.

Objective

The objective is to produce capital returns over the long term by investing primarily in a concentrated, unconstrained global equity portfolio. Up to (but no more than) 10% in value of the Sub-fund may be invested in each of the following: collective investment schemes 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 13.5%
2018 3.3% -0.1% 19.9% 1.3% -14.8%
2017 5.6% 7.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 7.88%
Illumina Inc ORD 7.85%
Alibaba Group Holding Ltd DR 7.31%
Tencent Holdings Ltd ORD 7.13%
Tesla Inc ORD 5.53%
Netflix Inc ORD 4.58%
Kering SA ORD 4.53%
Facebook Inc ORD 4.50%
Alphabet Inc ORD 3.54%
Intuitive Surgical Inc ORD 3.06%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/04/2017
  • Share Class size2,743Mn
  • Base currencyGBP
  • ISIN GB00BD5Z0Z54

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.62%
  • Initial investment0.00%

Related News

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