Global developed and emerging market large cap-biased growth-focused equities with higher risk/return approach. Active bottom-up concentrated strategy.
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Baillie Gifford & Co is an Edinburgh-based boutique investment management firm founded in 1908 and is wholly owned by partners. The firm emphasises on active, low-turnover long-term investing philosophy on its global and regional equity fund solutions. The firm manages over GBP 203bn of assets.
The Baillie Gifford Worldwide Long Term Global Growth Fund is an actively managed fund aiming to provide strong returns and to materially outperform the MSCI ACWI Index over the long term, by investing primarily in global developed equities and up to 50% in emerging markets equities, with a market cap of >US$4bn at time of purchase. The fund runs a bottom-up stock selection approach looking for companies with strong growth potential. The fund may use leverage up to 100% of net asset value through the use of derivatives. The fund runs a concentrated portfolio of 30-60 holdings and can have high concentration in single sectors, resulting in potentially higher volatility than broad equity markets.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Baillie Gifford Worldwide Long Term Global Growth Fund
This fund represents active exposure to global developed and emerging markets large caps-biased growth-focused equities.
SPDR MSCI All Country World UCITS ETF
Dimensional Funds PLC - World Allocation 80/20 Fund
The Dimensional World Allocation 80/20 Fund is our FAIRHORIZON Orange reference benchmark solution that has 80% global developed equities and 20% global investment grade short-to-medium maturity bonds for global defensive equity-like returns and volatility.
This fund represents active exposure to global developed and emerging markets large caps-biased growth-focused equities.
The fund focuses on a bottom-up investment approach to look for companies with strong growth potential.
Sectors
Geography