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Baillie Gifford Global Income Growth A Inc

Ranked 26 out of 99 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

James Dow

James Dow joined Baillie Gifford’s graduate scheme in 2004 and became an investment manager in our North American equity Team. He graduated MA (Hons) in Economics-Philosophy from the University of St Andrews in 2000, and an MSc in Development Studies at the London School of Economics in 2001. James spent three years working at The Scotsman newspaper, where he was the Economics Editor. He is a global sector specialist and a CFA Charterholder.

Toby Ross

Toby Ross joined Baillie Gifford in 2006 after his graduation from the University of Cambridge where he recieved an MA in English Literature. He spent some time as an investment analyst in the UK equity team before becoming a global sector specialist. Mr Ross hold the CFA Charter

Objective

The Fund aims to achieve a higher level of income than the FTSE All World Index whilst, over the longer term, achieving growth in both income and capital. The Fund will invest in shares of companies worldwide. The Fund will be actively managed.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.3%
2018 -5.1% -4.6% 4.3% 4.5% -8.8%
2017 13.4% 6.6% 1.1% 0.4% 4.9%
2016 25.1% 4.6% 5.0% 9.6% 4.0%
2015 5.5% 6.7% -4.0% -4.1% 7.2%
2014 6.5% 0.8% 2.3% 0.4% 2.8%
2013 15.6% 11.5% -1.7% 2.6% 2.8%
2012 9.9% 6.3% -3.0% 5.9% 0.6%
2011 -3.4% 0.8% 0.5% -10.2% 6.2%
2010 -6.1% 8.3% 10.1%
2009 32.0% -10.8% 16.2% 21.8% 4.6%
2008 -36.2% -11.4% -6.7% -10.6% -13.6%
2007 -1.0% 0.9% 1.7% -2.1% -1.4%
2006 15.2% 9.7% -5.3% 4.1% 6.6%
2005 14.8% 1.8% 2.7% 5.0% 4.6%
2004 15.6% 1.8% 2.4% 2.2% 8.4%
2003 21.4% -6.0% 16.3% 2.8% 7.9%
2002 -15.4% 3.7% -6.9% -13.2% 0.9%
2001 -5.3% -5.3% 3.1% -11.4% 9.6%
2000 5.8% -4.7% 3.2% 2.3% 5.2%
1999 9.6% 7.2% -0.7% -5.2% 8.7%
1998 6.9% 15.2% 1.0% -12.6% 5.1%
1997 14.0% 6.5% -1.6% 7.7% 1.1%
1996 6.6% 2.3% -0.3% 0.5% 4.1%
1995 4.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Procter & Gamble Co ORD 2.96%
Fastenal Co ORD 2.93%
Coca-Cola Co ORD 2.86%
Edenred SA ORD 2.83%
C.H. Robinson Worldwide Inc ORD 2.64%
Deutsche Boerse AG ORD 2.60%
Microsoft Corp ORD 2.57%
Sonic Healthcare Ltd ORD 2.40%
Analog Devices Inc ORD 2.40%
Admiral Group PLC ORD 2.26%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/10/1984
  • Share Class size549Mn
  • Base currencyGBX
  • ISIN GB0005771950

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.42%
  • Initial investment0.00%

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James Dow and Toby Ross join in deputy roles while retaining their responsibilities running Baillie Gifford Global Income Growth.

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