We are bottom-up, growth investors with a long-term horizon. We back our judgement, running a concentrated portfolio (usually between 30-50 stocks), with low turnover. The team aims to outperform by harnessing the asymmetry of returns inherent in equity markets. We believe we will maximise our chances of achieving this aim by identifying the exceptional growth businesses in America and owning them for long enough that the advantages of their business models and cultural strengths become the dominant drivers of their stock prices. We take a five year view when investing in stocks and are not driven by shortterm trends.
Asset Class
Equities
Sector
Diversified
Annual Management Fee
0.5%
Launch Date
13/11/2012
Geography
United States
Minimum Investment Amount
$ 1,000,000 USD
Fund Currency
USD
Minimum Subsequent Investment
$ 20,000 USD
Price Made Known On/Pricing Frequency:
Data Not Available
Minimum Redemption Amount ($) / Units
$ 5,000 USD
PERFORMANCE
Period | Performance (%) | Volatility (%) | Return/Volatility Ratio |
---|---|---|---|
YTD | 2.0907 | 1.6367 | |
1 Day | 1.8977 | 5.2316 | |
1 Week | 2.6149 | 3.5727 | |
1 Month | -2.7297 | 8.1888 | |
3 Months | 4.1838 | 12.7006 | |
6 Months | 26.4519 | 18.1388 | |
1 Year | 40.8649 | 26.3731 | |
2 Year | 13.9880 | 54.3344 | |
3 Years | 68.5897 | ||
5 Years | |||
10 Years |
ANNUALIZED PERFORMANCE
Period | Performance (%) | Volatility (%) | Return/Volatility Ratio |
---|---|---|---|
1 Year | 40.8649 | 26.3731 | |
2 Year | 6.7652 | 38.4202 | |
3 Years | 39.6003 | ||
5 Years | -1.0000 | ||
10 Years | -1.0000 |
Dividend Information
Dividends shall be credited to your account about 10 working days from the 'Payment Date' seen below.
Ex Date | Payment Date | Dividend Payout per unit |
---|---|---|
No records |
(AI) Baillie Gifford Worldwide US Equity Growth Fd B Acc USD
(AI) Baillie Gifford Worldwide US Equity Growth Fd B Acc USD
Address
250 North Bridge Rd
#06-00
Raffles City Tower
Tel:
6531 1555
Fax:
-
URL:
0
This fund is currently not available on POEMS.
To invest in this fund, kindly click on the “Get in Touch” button or contact your Financial Adviser Representative to assist you.
Not yet an account holder? Open an account online here