Baillie Gifford American Fund
Managed by
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
Tom Slater is head of the US equities team at Baillie Gifford, having joined the firm in 2000. He serves as a decision-maker on Long Term Global Growth portfolios. His main investment focus is high growth companies, both public and private.
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: (1) collective investment schemes, including those managed or operated by the ACD and (2) deposits. The Sub-fund will be actively managed and investment may be made in any economic sector.
Performance
-
Rank 2/77 Total Return
-
Rank 76/77 Standard Deviation
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Rank 11/77 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 1 | Baillie Gifford WW US Equity Gr C GBP | GBP | 122.7% |
| 2 | Baillie Gifford American A Acc | GBP | 119.6% |
| 3 | MS INVF US Growth I | GBP | 110.4% |
| 4 | MS INVF US Advantage A | GBP | 70.2% |
| 5 | Lord Abbett Innovation Growth I USD Acc | GBP | 69.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 73 | Legg Mason CB US Agrsv Gr C USD Dis(A) | GBP | 25.9 |
| 74 | Harris Associates Conc US Eq I/A USD | GBP | 26.1 |
| 75 | MS INVF US Growth I | GBP | 27.6 |
| 76 | Baillie Gifford American A Acc | GBP | 27.6 |
| 77 | Baillie Gifford WW US Equity Gr C GBP | GBP | 27.7 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 9 | Edgewood L Sel US Select Growth A USD | GBP | -7.8% |
| 10 | Baillie Gifford WW US Equity Gr C GBP | GBP | -8.1% |
| 11 | Baillie Gifford American A Acc | GBP | -8.2% |
| 12 | Comgest Growth America USD I Acc | GBP | -8.5% |
| 13 | Alger American Asset Growth I US | GBP | -8.6% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/12/2020 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2020 | 119.6% | 1.2% | 51.4% | 21.9% | 17.6% |
| 2019 | 25.6% | 15.8% | 9.3% | -6.9% | 6.5% |
| 2018 | 12.2% | 3.7% | 24.6% | 8.5% | -19.9% |
| 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% | 8.5% | -7.9% | -0.8% | 13.6% |
| 2014 | 16.6% | 2.7% | 1.5% | 1.1% | 10.7% |
| 2013 | 25.2% | 19.1% | 1.9% | -0.2% | 3.4% |
| 2012 | 4.4% | 8.8% | -3.7% | 3.1% | -3.4% |
| 2011 | 1.2% | 0.1% | 0.1% | -9.0% | 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% | 9.5% | 4.3% | 8.6% | -5.9% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Tesla Inc | 7.90% |
| Shopify Inc A | 7.64% |
| Amazon.com Inc | 7.25% |
| Wayfair Inc Class A | 6.33% |
| The Trade Desk Inc A | 5.35% |
| Zoom Video Communications Inc | 4.56% |
| Netflix Inc | 4.29% |
| Alphabet Inc Class C | 3.31% |
| Chegg Inc | 2.95% |
| Roku Inc Class A | 2.74% |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date31/07/1997
- Share Class size122Mn
- Base currencyGBP
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ISIN GB0006061740
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment100
Charges
- Annual management1.50%
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