Overview of the Baillie Gifford Long Term Global Growth Fund
Learn about the Baillie Gifford Long Term Global Growth Fund.
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.
10-question stock research process provides a disciplined framework to counter the noise and complexity of investment markets
Companies are selected purely on merit without regard to benchmarks, market themes, sectors or regions
Belief that a concentrated portfolio of between 30-60 stocks has greatest potential for long-term market-defying growth*
*Actual numbers held tend to be at the lower end of this range.
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.
|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)
1Please refer to the Product Disclosure Statement (PDS) for further details on fees and other costs that apply.
2We may be able to accept below the minimum at our discretion.
Fund Manager of the Year awards do not constitute investment advice offered by FE Money Management and should not be used as the sole basis for making any investment decision. All rights reserved. © 2021 FE Money Management.
Mark has been with Baillie Gifford since 1996, starting as an investment manager in the Japanese Equity Team. He joined our Long Term Global Growth Team in 2003 when it was established, and became a partner in 2004.
Mark has a BA in Philosophy, Politics and Economics from Oxford University and was a Kennedy Scholar at Harvard in 1993 before completing a PhD in politics at the University of Edinburgh in 1996.
Tom joined Baillie Gifford in 2000, working in Developed Asia and UK Equity Teams before joining the Long Term Global Growth Team at the start of 2009. Tom became a Partner in the firm in 2012, while in 2015 Tom was appointed Head of the North American Equities Team and is a decision maker on Long Term Global Growth portfolios.
Tom graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000.
James joined Baillie Gifford in 1983 and became a Partner in 1987, heading up European Equity team until 2003 when he co-founded our Long Term Global Growth strategy.
James is a member of the Firm’s Strategic Leadership GroupHe has a BA in History from Oxford University and gained an MA in International Affairs in 1982. He is a Trustee of the Johns Hopkins University.
John MacDougall joined Baillie Gifford in 2006, moving from the Japanese Specialist team to the Global Discovery team in 2011.
He graduated with a BA in Ancient & Modern History from Oxford University in 2000 and is a CFA Charterholder.
The rating issued 04/2021 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2021 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned FSF5774AU Nov/2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners. com.au/Regulatory Guidelines
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