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Baillie Gifford UK Equity Focus B Acc

Ranked 30 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Strathdee

Andrew Strathdee joined Baillie Gifford in 1995 and after working in the Emerging Markets and European equity teams, is now an investment manager in the UK Equity team. Andrew has been the lead manager on our UK Focus strategy since launch in 2003. He also manages our UK smaller companies strategy. Andrew graduated BA in Natural Sciences from the University of Cambridge in 1991 and gained a PhD in Biological Sciences from Birmingham University in 1994.

Objective

The objective is to outperform the FTSE All-Share Index by at least 1.5% per annum over rolling three year periods (before the management fee). There is no guarantee that a positive return will be achieved over rolling three year periods or any time period and capital may be at risk. The Sub-fund will be invested principally in equities of UK companies. These are companies in any economic sector that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK. The Sub-fund will be actively managed. The Sub-Fund may invest in UK companies of any size and will typically comprise between 50 to 80 holdings. The Sub-fund may also be invested in deposits, cash and near cash.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.8%
2018 -10.4% -5.7% 12.3% 1.2% -16.4%
2017 5.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Boohoo Group PLC ORD 4.03%
Hargreaves Lansdown PLC ORD 3.42%
Renishaw PLC ORD 3.32%
Abcam PLC ORD 3.27%
AVEVA Group PLC ORD 2.88%
Compass Group PLC ORD 2.83%
Spirax-Sarco Engineering PLC ORD 2.69%
Experian PLC ORD 2.64%
Just Eat PLC ORD 2.62%
HomeServe PLC ORD 2.60%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/08/2017
  • Share Class size90Mn
  • Base currencyGBP
  • ISIN GB00BZ3G2696

Purchase Info

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

Charges

  • Annual management0.47%
  • 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).