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Baillie Gifford American Fund

Key Facts

Aim To maximise the total return principally through investment, whether direct or indirect, in any economic sector in the United States of America. From time to time, at the Authorised Corporate Director's (ACD's) sole discretion, investment whether direct or indirect, may also be made in any economic sector in Canada.
IMA Sector The sector for this fund is North America, for funds which invest at least 80% of their assets in North American equities.
Launch Date 31 July 1997
Comparative Index       S&P 500 Composite
OBSR Rating A
OBSR Five Year Award

 

OBSR Five Year Award - As at 30 June 2011

 

Investment Choice and Charges

Share Class SEDOL Number Min. Investment Initial Charge Annual Charge
A Accumulation 0606174 £1,000 5.0% 1.50%
B Income 0606185 £250,000 1.0% 0.65%
B Accumulation 0606196 £250,000 1.0% 0.65%

 

Fund Managers

Mick Brewis manages the American Fund.

Mick Brewis


Mick Brewis

Mick graduated BA in Economics from Cambridge University in 1985, and joined Baillie Gifford in the same year. He became a Partner in 1993 and is Head of the North American Equity Team.

Please bear in mind that performance can be affected by changing stock market conditions and by currency exchange rates. The value of your investment and any income from it can fall as well as rise and you may not get back the amount invested. You should view your investment as being for the long term.

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