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Baillie Gifford

Baillie Gifford

Long Term Global Growth Fund

Long Term Global Growth Fund

 

Overview

The Baillie Gifford Long Term Global Growth Fund invests in the highest quality stocks from around the globe, including some of the world’s best-known brands and future high-growth companies from across a diverse range of market sectors.

Taking an expressly long-term approach to investing, the team seeks out and invests in exceptional companies that have the potential to grow to many times their current size. Baillie Gifford’s rigorous process of fundamental analysis and proprietary research are core to a successful, long-term, bottom-up investment approach. This allows the business to exploit global opportunities over periods of, typically, five years or more.

Proprietary stock research process

10-question stock research process provides a disciplined framework to counter the noise and complexity of investment markets  

Unconstrained global equity strategy

Companies are selected purely on merit without regard to benchmarks, market themes, sectors or regions 

Highly concentrated portfolio

Belief that a concentrated portfolio of between 30-60 stocks has greatest potential for long-term market-defying growth*

FUND FACTS

Invest in a portfolio of exceptional companies from around the globe that have the potential to achieve market-defying growth over the long term.

Investment objective: To outperform the MSCI All Country World Index in AUD per annum, over rolling five year periods before management fees and taxes.

Inception

Style

Distribution

Holdings

Investment horizon

22 October 2018 Global Equity – active, long only, fundamental, benchmark agnostic, strong growth bias  Half-yearly Between 30 and 60 companies
At least 7 years
Cash limit Management fee1 Performance fee Minimum investment2 APIR code
0-5% 0.95% p.a. (Class A)
1.05% p.a. (Wholesale Class)
 None $25,000 (Class A)
$5,000 (Wholesale Class)
FSF5774AU (Class A)
FSF1201AU (Wholesale Class)

Ratings and awards

 

Lonsec1

Zenith2

TEAM

 

Mark Urquhart

Investment Manager, Partner
  • Mark is the head of the Long Term Global Growth Team, a strategy which he co-founded in 2003. Mark
    joined Baillie Gifford in 1996, initially working as an Investment Analyst and Manager in the US, UK
    and Japanese Equities teams. He became a Partner in 2004. Mark graduated BA in Philosophy, Politics
    and Economics from the University of Oxford in 1992 and spent a year at Harvard as a Kennedy Scholar in 1993 before completing a PhD in Politics with a thesis on Nationalism in the EU at the University of Edinburgh in 1996.

Michael Pye

INVESTMENT MANAGER
  • Michael has been with Baillie Gifford for nine years. He has a BA (Hons) in Classics from the University
    of Cambridge in 2007 and an MLitt (2009) and PhD (2013) in Iranian Studies from the University of St
    Andrews. He has a particularly keen interest in climate change and related technologies. He has driven
    much of the work around LTGG’s climate ambitions and related engagement.

 

Tom Slater

Investment Manager, Partner
  • Tom is Head of the US Equities Team and a member of the Long Term Global Growth strategy. He
    joined Baillie Gifford in 2000 and became a Partner of the firm in 2012. After serving as Deputy
    Manager for five years, Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in
    2015. During his time at Baillie Gifford he has also worked in the Developed Asia and UK Equity teams.
    Tom’s investment interest is focused on high growth companies both in listed equity markets and as
    an investor in private companies. He graduated BSc in Computer Science with Mathematics from the
    University of Edinburgh in 2000.

John Macdougall

Investment Manager, Partner
  • John is an Investment Manager and member of the Long Term Global Growth (LTGG) and China A-share Teams. He has been a Partner in the firm since 2016. He joined Baillie Gifford in 2000 and after a year in the North American department joined the Japanese team. From 2007 onwards, he managed the Shin Nippon Investment Trust and in 2011 moved to the Global Discovery team. He joined the LTGG team in 2015. John spent two years in Shanghai as Chairman of Baillie Gifford's China office
    before returning to Edinburgh in January 2022. John graduated MA in Ancient & Modern History from
    the University of Oxford in 2000.

Robert Wilson

INVESTMENT MANAGER
  • Robert has been with Baillie Gifford for six years. He was the recipient of the Mellon Fellowship to Yale
    in 2016, where he graduated MA, prior to which he graduated BA (Hons) in Philosophy from the
    University of Cambridge in 2015. Like Gemma, he brings a different perspective on the way in which
    future generations will interface with technology. His perspectives have informed our views on the
    future of gaming, the metaverse, blockchain based technologies and payments.

Gemma Barkhuizen

INVESTMENT MANAGER
  • Gemma has been with Baillie Gifford for five years. She has a BA (Hons) in History and a BA double
    major in History and Philosophy from Rhodes University in South Africa, along with an MA in Modern
    History from Durham. Having grown up in South Africa she brings a helpful and different slant in
    relation to evolving societal attitudes. Gemma has for example, challenged our perceptions around
    the future of food and farming and the extent to which alternative proteins might enter the
    mainstream over the next decade.

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including CFSIL, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who a financial product is appropriate for. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.


From time to time, CFSIL enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for CFSIL to provide third party distribution services within the Australian Financial Services intermediary market.

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