Baillie Gifford British Smlr Coms B Inc


Fund Info

  • Yield History0.77%
  • 3 Year sharpe0.49
  • 3 Year alpha-1.89
  • Distribution Typeincome
  • BenchmarkFTSE Small Cap Ex Invest Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • SectorUK Smaller Companies
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom
  • ISINGB0005930382

Investment Strategy

The objective is to produce attractive returns over the long term, principally through capital growth. The Sub-fund will invest principally in the equities of smaller companies in any economic sector that are either incorporated, domiciled or conduct a significant portion of their business in the UK. The Sub-fund may also invest in smaller companies that have their primary listing on the London Stock Exchange. The ACD will determine from time to time what constitutes a smaller company. Up to (but no more than) 10% in value of the Sub-fund may be invested in each of the following: collective investment schemes and deposits.