Baillie Gifford American Fund

Ranked 2 out of 77 in - US Growth over 12 months
All calculations are in GBP unless stated

Managed by

Dave Bujnowski

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

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.

Showing fund performance in United Kingdom View performance globally

Performance

US Growth over : 31/12/2019 - 31/12/2020

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

31/10/2020

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%
31/10/2020

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/07/1997
  • Share Class size122Mn
  • Base currencyGBP
  • ISIN GB0006061740

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%

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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).