Baillie Gifford Global Alpha Gr B Acc


Fund Info

  • Yield History0.59%
  • 3 Year sharpe1.38
  • 3 Year alpha-0.72
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.59%
  • SectorGlobal
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom
  • ISINGB00B61DJ021

Investment Strategy

The objective is to outperform the MSCI AC World Index by at least 2.0% per annum over rolling five year periods (before the management fee). There is no guarantee that a positive return will be achieved over rolling five year periods or any time period and capital may be at risk. The Sub-fund will invest primarily in global equities. The Sub-fund is actively managed and investments may be made in companies in any sector or industry and from any part of the world. The Sub-fund may also invest in other transferable securities, money market instruments, cash and near cash and up to 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.