Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Baillie Gifford American

Ranked 1 out of 280 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Kirsty Gibson

Gary Robinson

Gary Robinson graduated MBiochem in Biochemistry from Oxford University in 2003. Having previously spent the summer with Baillie Gifford in 2002, he joined the firm full-time in September 2003. Gary is an Investment Manager in the North American Equity. He has been CFA qualified since 2006

Tom Slater

Helen Xiong

Helen Xiong joined Baillie Gifford in 2008 and is an investment manager in the North American Equity team. She graduated BSc (Hons) in Economics from Warwick University in 2007 and an MPhil in Economics from the University of Cambridge the following year.

Objective

The objective is to produce capital growth over the long term. The Sub-fund will invest principally in equities of companies which are listed, quoted, traded, incorporated, domiciled or conducting a significant portion of their business in the United States of America. Such investment may be direct or indirect and the portfolio will be concentrated. The Sub-fund may also invest in other equities, cash and near cash. Up to (but no more than) 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. The Sub-fund will be actively managed and investment may be made in any economic sector.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.7%
2017 22.4% 7.1% 6.8% 1.4% 5.6%
2016 26.3% -0.3% 8.2% 13.5% 3.1%
2015 12.6% 7.5% -6.4% 0.3% 11.5%
2014 16.6% 3.3% 0.4% 1.5% 10.8%
2013 25.2% 19.1% 1.8% -0.8% 4.1%
2012 4.4% 9.0% -1.5% 0.5% -3.2%
2011 1.2% 0.1% 1.4% -10.2% 11.1%
2010 23.9% 12.4% -7.8% 6.1% 12.7%
2009 18.4% -4.3% -0.3% 15.2% 7.6%
2008 -17.7% -10.3% 7.9% -9.8% -5.7%
2007 11.0% 2.1% 4.0% 1.9% 2.5%
2006 -7.9% 3.5% -9.4% -0.1% -1.8%
2005 27.1% 3.2% 8.6% 5.7% 7.2%
2004 2.1% -0.3% 0.7% -0.4% 2.1%
2003 11.1% -0.1% 6.0% 0.3% 4.6%
2002 -23.1% 3.6% -14.5% -15.2% 2.3%
2001 -8.5% -9.0% 7.7% -19.1% 15.5%
2000 16.6% 13.1% 1.8% 7.7% -5.9%
1999 17.1% 8.0% 6.2% -8.9% 12.0%
1998 15.2% 6.4% 4.5% -12.6% 18.5%
1997 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/07/1997
  • Share Class size1,230Mn
  • Base currencyGBX
  • ISIN GB0006061740

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

Pridham Report: OMGI tops net retails sales for Q1

Old Mutual Global Investors has come in top of the net retail sales table for Q1, according to the latest Pridham report.

MPS spotlight: Brewin sells US stocks to build cash shield

The head of fund research remains overweight equities, despite his belief the economic cycle is coming to an end, but he remains cautious over bonds

MPS spotlight: Why Close Bros is sticking with the UK

Close Brothers is sticking with the UK despite being ‘cautious’ due to Brexit and attractive valuations elsewhere.

Tech sell off: how exposed are the top 10 US funds?

Facebook, Amazon, Netflix and Google have all been hammered by a wave of negative headlines that has seen investors run for cover, hitting the broader tech sector, but which managers are feeling the pinch.

Baillie Gifford targets £250m for US ‘patient capital’ trust

Edinburgh partnership to leverage success of Scottish Mortgage and its American fund with ‘patient capital-style’ investment trust focused on US unlisted ‘unicorns’, its first closed-end fund launch in 32 years.

Baillie Gifford to launch US ‘patient capital’ trust

Edinburgh partnership to leverage success of Scottish Mortgage and its American fund with ‘patient capital-style’ investment trust focused on US unlisted ‘unicorns’, its first closed-end fund launch in 32 years.

Henderson’s Tabberer switches to EM team

Henderson has announced that global equities manager Ian Tabberer has moved across to its emerging markets team as an investment director.

Baillie Gifford slashes fees on US fund

Baillie Gifford has lowered the fee on its American fund to make the fund more competitive.

Baillie Gifford to publish fund turnover figures

In a strive towards transparency, portfolio turnover will be disclosed on Baillie Gifford's factsheets on a monthly basis from December.

Henderson hires ex-Baillie Gifford US co-head Tabberer

Ian Tabberer will co-manage two funds alongside the group's global head of equities, Matthew Beesley.

...more...

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