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Baillie Gifford American

Ranked 3 out of 285 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Kirsty Gibson

Gary Robinson

Gary Robinson graduated MBiochem in Biochemistry from Oxford University in 2003. Having previously spent the summer with Baillie Gifford in 2002, he joined the firm full-time in September 2003. Gary is an Investment Manager in the North American Equity. He has been CFA qualified since 2006

Tom Slater

Tom Slater is head of the US equities team at Baillie Gifford, having joined the firm in 2000. He serves as a decision-maker on Long Term Global Growth portfolios. His main investment focus is high growth companies, both public and private.

Helen Xiong

Helen Xiong joined Baillie Gifford in 2008 and is an investment manager in the North American Equity team. She graduated BSc (Hons) in Economics from Warwick University in 2007 and an MPhil in Economics from the University of Cambridge the following year.

Objective

The objective is to produce capital growth over the long term. The Sub-fund will invest principally in equities of companies which are listed, quoted, traded, incorporated, domiciled or conducting a significant portion of their business in the United States of America. Such investment may be direct or indirect and the portfolio will be concentrated. The Sub-fund may also invest in other equities, cash and near cash. Up to (but no more than) 10% in value of the Sub-fund may be invested in each of the following: collective investment schemes, including those managed or operated by the ACD and deposits. The Sub-fund will be actively managed and investment may be made in any economic sector.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 13.9% 4.1% 25.0% 8.9% -19.6%
2017 24.2% 7.5% 7.3% 1.7% 6.0%
2016 28.2% 0.1% 8.6% 13.9% 3.5%
2015 14.4% 7.9% -6.0% 0.7% 11.9%
2014 18.5% 3.7% 0.9% 1.9% 11.2%
2013 27.3% 19.4% 2.4% -0.4% 4.5%
2012 6.1% 9.4% -1.0% 0.9% -2.9%
2011 3.1% 1.2% 1.5% -11.2% 13.2%
2010 25.6% 11.3% -6.4% 6.6% 13.1%
2009 20.4% -3.7% 0.9% 15.2% 7.6%
2008 -16.4% -8.8% 6.8% -4.5% -10.0%
2007 12.8% 1.5% 4.7% 2.1% 4.0%
2006 -6.4% 4.2% -9.7% 0.5% -1.0%
2005 28.6% 3.3% 10.2% 5.6% 7.1%
2004 3.4% -0.4% 1.6% -0.3% 2.5%
2003 12.3% -1.5% 7.7% 0.7% 5.2%
2002 -22.4% 3.9% -14.7% -16.1% 4.5%
2001 -7.3% -7.3% 6.2% -17.1% 13.7%
2000 22.5% 18.1% 1.9% 5.4% -3.5%
1999 13.8% 8.0% 6.2% -0.8% 0.0%
1998 15.2% 6.4% 4.5% -12.6% 18.5%
1997 0.0% 3.0% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/03/1997
  • Base currencyGBP

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).