1. WORLDWIDE GLOBAL ALPHA FUND
    WORLDWIDE GLOBAL ALPHA FUND

    Overview

    The Worldwide Global Alpha Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide.

    Performance & Portfolio

    Select currency
    Cumulative Performance 30/09/2020

    Rebased to 100 at the start date of this chart.


    B Acc USD share class launched on 01 May 2013.

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    Top Ten Holdings - 30/09/2020

    Fund %
    1 Amazon.com 3.2%
    2 Naspers 3.1%
    3 Alibaba 2.7%
    4 Moody's 2.7%
    5 Alphabet 2.6%
    6 Mastercard 2.4%
    7 Microsoft 2.3%
    8 Shopify 2.1%
    9 SoftBank 1.9%
    10 Tesla Inc 1.9%
    Total 24.8%
    Fund %
    1 Amazon.com 3.2%
    2 Naspers 3.1%
    3 Alibaba 2.7%
    4 Moody's 2.7%
    5 Alphabet 2.6%
    6 Mastercard 2.4%
    7 Microsoft 2.3%
    8 Shopify 2.1%
    9 SoftBank 1.9%
    10 Tesla Inc 1.9%
    Total 24.8%
    Geographic Analysis of Total Assets 30/09/2020
    As the Fund invests in overseas securities, changes in the rates of exchange may cause the value of your investment (and any income it may pay) to go down or up.
    The information contained on this page is intended as a guide only and should not be relied upon when making investment decisions. All holdings information is unaudited. Source Baillie Gifford & Co.
    Please note that totals may not add due to rounding.
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    How to Invest

    You can invest in a range of our funds via a number of fund platforms and supermarkets. Certain share classes are available for investment via a number of platforms. Please see the links opposite.

    Baillie Gifford does not sponsor, maintain or have any control over the content of any other websites.

    Therefore, we are not responsible for the adequacy or accuracy of any of the information you may view, nor do we undertake to ensure successful transmission to any linked website.

    FUND PLATFORMS/SUPERMARKETS

    Baillie Gifford Worldwide Funds - How to Invest
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    Baillie Gifford Worldwide Funds Application Form
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    Baillie Gifford Worldwide Funds Further Subscription Request Form
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    Baillie Gifford Worldwide Funds Redemption Request Form
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    Managers

    Charles Plowden

    Since the inception of Global Alpha in 2005, Mr. Plowden has been one of the three portfolio managers for the strategy. After becoming a Partner in 1988, he became Joint Senior Partner with overall responsibility for the investment departments in 2006. Mr. Plowden is also Chair of the Strategic Leadership Group. He joined Baillie Gifford in 1983 and was a portfolio manager in the UK Equity Team for over 20 years notably developing Baillie Gifford’s specialist UK capabilities, and was latterly head of the team. Charles graduated BA in Modern History from the University of Oxford in 1983.

    Mr. Plowden is expected to retire from the Manager and cease to serve as Portfolio Manager for the Fund effective on or about April 30, 2021.

    Malcolm MacColl

    Malcolm is an Investment Manager in the Global Alpha Team, having been involved with Global Alpha since the product’s inception in 2005. He became a Partner of the firm in 2011. Malcolm joined Baillie Gifford in 1999 and has spent time working in the UK Small Cap and North American Teams. He is a member of the UK Society of Investment Professionals. Malcolm graduated MA in Economics and History in 1998 and MLitt in Economics, Politics and Management in 1999, both from the University of St Andrews.

    Spencer Adair

    Spencer joined Baillie Gifford in 2000 and is an Investment Manager in the Global Alpha Team. He became a Partner in 2013 and has also spent time working in the Fixed Income, Japanese, European and UK Equity Teams. Spencer graduated BSc in Medicine from the University of St Andrews in 1997, followed by two years of clinical training in 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.

    Key Investor Information Documents

    Philosophy and Process Documents

    Quarterly Investor Updates

    Further Information

    BAILLIE GIFFORD INVESTMENT MANAGEMENT (EUROPE) LIMITED: REGISTERED OFFICE
    Baillie Gifford Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (No. C182354). Registered office: 4/5 School House Lane East, Dublin 2, D02 N279. Registered in Ireland (No. 625892).

    COMPLAINTS CONTACT DETAILS
    In the first instance, clients should contact their normal Client Contact with any concerns. Alternatively, or for those clients who do not have a direct client contact assigned, complaints can be emailed to Baillie Gifford’s Compliance Department at: [email protected]. A summary document which contains details on Baillie Gifford’s complaints management policy is available upon request. All material complaints are recorded in an in-house incident management system and are escalated to, and dealt with by, members of staff of suitable seniority, independent of the area from which the matter arose.