Baillie Gifford UK Equity Alpha B Acc


Fund Info

  • Yield History1.44%
  • 3 Year sharpe0.86
  • 3 Year alpha5.41
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.57%
  • SectorUK All Companies
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom
  • ISINGB0005858195

Investment Strategy

The Sub-fund aims to outperform (after deduction of costs) the FTSE All-Share Index by at least 2% per annum over rolling five-year periods. The Sub-fund will invest at least 80% in shares of 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 may invest in UK companies of any size and in any sector. The Sub-fund will be concentrated with a maximum of 40 holdings.

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