Baillie Gifford British Smlr Coms B Acc

Fund

Fund Info

  • Yield History0.76%
  • 3 Year sharpe0.32
  • 3 Year alpha-0.91
  • Distribution Typeaccumulation
  • BenchmarkNumis Smaller Companies (ex Inv Coms)
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • SectorUK Smaller Companies
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom
  • ISINGB0005931356

Investment Strategy

The Sub-fund aims to outperform (after deduction of costs) the Numis Smaller Companies Index (excluding Investment Companies) by at least 2% per annum over rolling five-year periods. The Sub-fund will invest at least 80% in the shares of smaller UK companies, being those which are incorporated, domiciled or conduct a significant portion of their business in the UK. The Sub-fund will be actively managed and will invest in any sector.