Baillie Gifford Greater China Fund
Key Facts
| Aim |
The objective is to invest in the shares of companies listed on the stock exchanges of mainland China, Hong Kong or Taiwan and, in addition to invest in the shares of companies listed on other exchanges which derive the majority of their revenues or profits from one or more of mainland China, Hong Kong and Taiwan. From time to time the portfolio may be concentrated and contain only around 40 stocks. Up to (but no more than) 10% in value of the Fund maybe invested in each of the following: collective investment schemes and deposits. |
| IMA Sector |
China / Greater China |
| Launch Date |
19 November 2008 |
| Comparative Index |
MSCI Golden Dragon |
Investment Choice and Charges
| Share Class |
SEDOL Number |
Min. Investment |
Initial Charge |
Annual Charge |
| A Accumulation |
B39RML7 |
£1,000 |
5.0% |
1.50% |
| B Income |
B3K73F7 |
£250,000 |
1.0% |
1.00% |
| B Accumulation |
B39RMM8 |
£250,000 |
1.0% |
1.00% |
Fund Managers
The Greater China Fund is jointly managed by Mike Gush and Tom Record, who sit within the Emerging Market Investment Team. Stock research is divided by geography, with dual coverage of all major countries.
 |
Mike Gush
Mike graduated MEng in Mechanical Engineering from Durham University in 2003. He joined Baillie Gifford in the same year and worked in the UK and Japanese Equity Teams before moving to the Emerging Markets Equity Team in 2005, where he is an Investment Manager. Mike is CFA charterholder. |
 |
Tom Record
Tom graduated MSc of Natural Sciences and an MA in Biochemistry from Pembroke College, Cambridge in 2002. He joined Baillie Gifford's graduate scheme in September 2002 and is an Investment Manager in the Emerging Markets Equity Team. He received his CFA Charter in 2005. |
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.
For more information please visit our Literature Library to download or request literature. For any other enquiries please Contact Us.
