Baillie Gifford Emerging Markets Growth Fund B Accumulation

This fund’s objective is to produce attractive returns over the long term through investment in emerging markets worldwide. China is the largest weighting at almost 30% followed by India, South Korea and Brazil. It was a winner in the Moneywise Fund Awards 2018.

Name
Baillie Gifford Emerging Markets Growth Fund B Accumulation
Manager
Baillie Gifford & Co Limited.
Type
Open Ended Investment Company
ISIN
GB0006020647
Sector
Global Emerging Markets
Launched
20/12/1999
OCF
0.79 %
Risk Rating
5
3 Year Sharpe
0.94
3 Year Alpha
4.20
Yield
1.1 %
Benchmark
MSCI EM NR GBP
The Fund aims to outperform (after deduction of costs) the MSCI Emerging Markets Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods. The Fund will invest at least 90% in shares of emerging market companies being those which are listed, incorporated, domiciled or conducting a significant portion of their business in emerging markets. Emerging markets will be determined by the investment manager at its sole discretion. The Fund will be actively managed and will invest in companies of any size and in any sector.
Holding %
Tencent Holdings Ltd 6.02 %
Taiwan Semiconductor Manufacturing Co Ltd 5.83 %
Ping An Insurance (Group) Co. of China Ltd Class H 5.22 %
Alibaba Group Holding Ltd ADR 4.87 %
Samsung Electronics Co Ltd 4.29 %
CNOOC Ltd 4.24 %
Mining and Metallurgical Company NORILSK NICKEL PJSC ADR 4.23 %
Sberbank of Russia PJSC ADR 3.81 %
Reliance Industries Ltd 3.49 %
Housing Development Finance Corp Ltd 3.01 %
Region %
Asia - Emerging 50.94 %
Asia - Developed 18.69 %
Latin America 15.68 %
Europe - Emerging 9.76 %
Sector %
Financial Services 30.76 %
Technology 27.52 %
Energy 12.52 %
Consumer Cyclical 11.44 %
Basic materials 11.25 %
Name
Baillie Gifford & Co Limited.
Address
EH1 3AN, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Ewan Markson-Brown
Joined 11/30/2019

Ewan graduated MA in Politics, Philosophy and Economics from Oxford University in 2000. He previously worked at Merrill Lynch and Newton as an Asia Pacific portfolio manager. Prior to joining Baillie Gifford in 2013, he was a Senior Vice President in Emerging Markets at PIMCO. Ewan is an Investment Manager in the Emerging Markets Equity Team.

Andrew Stobart
Joined 11/30/2019

Andrew Stobart, Investment Manager at Baillie Gifford, Mr. Stobart has been a member of the ACWI ex-US Alpha PCG since 2008. Andrew Strathdee, Investment Manager at Baillie Gifford, joined Baillie Gifford in 1995. Andrew graduated BA in Economics from Cambridge University in 1987..

Mike Gush
Joined 01/31/2015

Mike graduated MEng in Mechanical Engineering from Durham University in 2003. He joined Baillie Gifford in the same year and worked in the UK and Japanese Equity Teams before moving to the Emerging Markets Equity Team in 2005, where he is an Investment Manager. Mike is CFA Charter holder.

Richard Sneller
Joined 03/01/2005

Richard graduated BSc (Econ) in Statistics from London School of Economics in 1993 and an MSc in Investment Analysis in 1994 from Stirling University. He joined Baillie Gifford in 1994 and became a Partner in 2004. With the exception of a year researching UK Smaller Companies, Richard has spent his career at Baillie Gifford covering the Emerging Markets and is Head of our Emerging Markets Equity Team. Richard is a member of the firm-wide Investment Advisory Group, Emerging Markets Investment Advisory Group and the Emerging Markets Product Group.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Moneywise and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.