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Baillie Gifford British Smaller Companies Fund

Key Facts

Aim To achieve good returns, principally through capital growth, by investing, whether directly or indirectly, in the United Kingdom, principally in smaller companies, in any economic sector. The ACD will determine from time to time what constitutes smaller companies.
IMA Sector The sector for this fund is UK Smaller Companies which is for funds which invest at least 80% of their assets in UK equities which form the bottom 10% by market capitalisation.
Launch Date 1 November 1993
Comparative Index    FTSE Small Cap (EX IT)

 

Investment Choice and Charges

Share Class

SEDOL Number

Min. Investment

Initial Charge

Annual Charge

A Accumulation

0592477

£1,000

5.0%

1.50%

B Income

0593038

£250,000

1.0%

0.65%

B Accumulation

0593135

£250,000

1.0%

0.65%

 

Fund Manager

The UK & Europe mid and small-cap team reports to Douglas Brodie, who in turn reports to the overall head of UK equities, Gerard Callahan. All team members have sector responsibilities, which are typically rotated every two to three years. Companies held are met at least every 18 months.

Douglas Brodie


Douglas Brodie

Douglas graduated BSc in Molecular Biology & Biochemistry from Durham University in 1997 and with a DPhil in Molecular Immunology from the University of Oxford in 2001. He joined Baillie Gifford in 2001 and is Head of the Global Discovery Team. Douglas is a CFA charterholder.
 

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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