1. Baillie Gifford US Growth Trust

    Baillie Gifford US Growth Trust

  2. Overview

    The Baillie Gifford US Growth Trust plc seeks to invest predominantly in listed and unlisted US companies which the Company believes have the potential to grow substantially faster than the average company, and to hold onto them for long periods of time, in order to produce long-term capital growth.

    Baillie Gifford believes that exceptional growth companies are the major drivers of market wealth creation.

    Performance & Portfolio

    Periodic Performance

    All figures to 29/02/2024

    1 Year

    3 Years

    5 Years

    Since Inception

    Share Price 26.7%-41.5%52.8%88.7%
    NAV 21.0%-30.3%82.3%126.3%
    Index* 24.9%54.9%109.3%144.1%

    Performance figures appear in GBP. The value of your investment may go down as well as up, and you may not get back the amount you invested.
    NAV is calculated with borrowings deducted at fair value for 1, 3 and 5 years and par value for 10 years.
    *S&P 500 Index (GBP) TR. 
    Performance source: Morningstar and relevant underlying index provider, total return.
    Please bear in mind that past performance is not a guide to future performance.


    Discrete Performance

    Annual Performance to 31 December each year

    31/12/2018
    31/12/2019

    31/12/2019
    31/12/2020

    31/12/2020
    31/12/2021

    31/12/2021
    31/12/2022

    31/12/2022
    31/12/2023

    Share Price 30.0%133.5%-4.7%-52.8%22.3%
    NAV 26.6%118.4%5.7%-44.1%20.4%
    Index* 26.4%14.7%29.9%-7.8%19.2%

    Performance figures appear in GBP. The value of your investment may go down as well as up, and you may not get back the amount you invested. NAV is calculated with borrowings deducted at fair value for 1, 3 and 5 years and par value for 10 years.
    *S&P 500 Index (GBP) TR. 
    Performance source: Morningstar and relevant underlying index provider, total return.
    Please bear in mind that past performance is not a guide to future performance.

    Performance - 29/02/2024

    Performance figures appear in GBP. The value of your investment may go down as well as up, and you may not get back the amount you invested.
    Benchmark data is limited to a 5 year period from the current date.
    The graph has been rebased to 100.
    Please bear in mind that past performance is not a guide to future performance.

    Holdings - 29/02/2024

    Fund %
    1 Space Exploration Technologies 6.9%
    2 NVIDIA 6.7%
    3 Shopify 5.3%
    4 Amazon.com 5.1%
    5 The Trade Desk 4.8%
    6 Stripe 3.9%
    7 Meta Platforms 3.6%
    8 Netflix 3.2%
    9 DoorDash 2.9%
    10 Tesla Inc 2.8%
    Total 45.2%

    Meet the Managers

    Gary Robinson - Co-manager

    Gary is a partner and US Equity Growth investment manager. Gary joined Baillie Gifford in 2003 and spent time working on our Japanese, UK and European Equity teams before moving to the US Equity Growth Team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector, dating back to his undergraduate degree. He graduated MBiochem in Biochemistry from Oxford University in 2003.

    Kirsty Gibson - Co-manager

    Kirsty is an Investment Manager in the US Equities Team. Kirsty joined Baillie Gifford in 2012 and began her career on the US Equities Team, moving on to spend several years in small and large cap global equities departments, before returning to the US Equities Team. She graduated MA (Hons) in Economics in 2011 and MSc in Carbon Management in 2012, both from the University of Edinburgh.

    Documents

    You can access any literature about the Fund here, either by downloading or requesting a copy by post (where available).

    To download any document you will need Adobe Reader. Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.

    Investor Disclosure Document

    Sustainability-related Disclosures

    Disclaimers

    S&P Dow Jones Disclaimer

    The S&P 500 and S&P Global SmallCap (index) are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by Baillie Gifford &Co.  Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Baillie Gifford & Co.  Baillie Gifford & Co product(s) is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of The S&P 500 and S&P Global SmallCap (index).

    Important Information

    Baillie Gifford Overseas Limited (ARBN 118 567 178) is registered as a foreign company under the Corporations Act 2001 (Cth) and holds Foreign Australian Financial Services Licence No 528911. The information in this area is provided to you on the basis that you are a “wholesale client” within the meaning of section 761G of the Corporations Act 2001 (Cth) (“Corporations Act”). Please advise Baillie Gifford Overseas Limited immediately if you are not a wholesale client. In no circumstances should the information in this area be made available to “retail clients” as defined by the Corporations Act.

    The information in this area contains general information only. It does not take into account any person’s objectives, financial situation or needs.