Baillie Gifford British Smlr Coms B Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.53%
  • 3 Year sharpe0.17
  • 3 Year alpha8.83
  • Distribution Typeincome
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • IA SectorUK Smaller Companies
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom
  • ISINGB0005930382

Investment Strategy

The 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 Fund will invest at least 80% in the shares of smaller UK companies, being those which are incorporated, domiciled or conducting a significant portion of their business in the UK. The Fund will be actively managed and will invest in any sector.

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