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Overview
The Worldwide Emerging Markets Leading Companies Fund aims to maximise total return principally through investment primarily in a portfolio of companies deriving a substantial part of their income from, or having a substantial proportion of their assets located in, one or more Emerging Market Countries. It is not proposed to concentrate investments in any one country, market or sector.
Performance & Portfolio
Select currencyCumulative Performance 31/01/2021Rebased to 100 at the start date of this chart.
C Acc JPY share class launched on 29 March 2011.Unfortunately we were unable to load the chart. Please try again later.Top Ten Holdings - 31/01/2021
Fund % 1 TSMC 9.6% 2 Samsung Electronics 8.9% 3 Alibaba 6.4% 4 MercadoLibre 5.1% 5 Meituan Dianping 4.8% 6 Samsung SDI 4.8% 7 Naspers 4.6% 8 Tencent 4.5% 9 Sberbank 4.0% 10 Ping An Insurance 3.7% Total 56.3% Fund % 1 TSMC 9.6% 2 Samsung Electronics 8.9% 3 Alibaba 6.4% 4 MercadoLibre 5.1% 5 Meituan Dianping 4.8% 6 Samsung SDI 4.8% 7 Naspers 4.6% 8 Tencent 4.5% 9 Sberbank 4.0% 10 Ping An Insurance 3.7% Total 56.3% Geographic Analysis of Total Assets 31/01/2021As 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.Unfortunately we were unable to load the chart. Please try again later.Insights
November 2020Emerging Markets Webinar: Coming of Age.
Client director Tim Campbell introduces the highlights of the recent Emerging Markets webinar, in which Tim and investment manager Will Sutcliffe discuss their outlook for the future, whilst keeping in mind the performance of emerging markets in the past.
WatchOctober 2020The Great Divergence Between East and West.
China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.
WatchOctober 2020Emerging Markets Article: Coming of Age.
It’s time to stop looking in the rear-view mirror when it comes to emerging markets. Conventional wisdom always extrapolates recent experience, but after a decade in which both economic growth and equity returns have been lacklustre relative to the rest of the world – and with relative valuations now back at multi-decade lows – we worry that investors have badly misunderstood the depth of the transformation that has been taking place in our asset class.
Read moreJune 2020How Do We Do What We Do? - Emerging Markets Investing.
One ought to be an optimist to invest in Emerging Markets, but so very few analysts are. Baillie Gifford’s Emerging Markets team explain how they fly in the face of market inefficiencies in their search for excess returns.
Read moreMay 2020It's Time to Look East.
First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell surveys the Asian landscape and argues that Asia is where to look for superior long-term growth.
Read moreFebruary 2020Governance in China: Risk or Opportunity?
Growing familiarity with China’s markets invites closer examination of governance at a country and corporate level. A company by company approach is vital to limit the risks and find the opportunities, writes Ben Lloyd.
Read moreNovember 2019The Shape of Things to Come.
It’s essential to be realistic and keep the risk of over-optimism in check. But there’s plenty to feel positive about in emerging markets, says Tim Erskine-Murray, who offers an insight into the reasons for his unwavering enthusiasm.
Read moreThird Quarter 2019Changing China.
Ben Buckler explores the A share opportunity in China.
Read moreSecond Quarter 2018Emerging Markets – Reasons to Be Cheerful.
In 2017, the Emerging Markets team wrote a paper called ‘Morbid Symptoms’, explaining why they were optimistic despite the confusion of political events in the West. A year on, Will Sutcliffe provides five more reasons to be cheerful about emerging market equities.
Read moreThird Quarter 2017Why Do We Do What We Do? - Emerging Market Investing.
Active management in emerging markets - Claire Gillies and Andrew Keiller explain why it is important to be selective rather than follow the index and outline the potential rewards such an approach can bring.
Read moreManagers
Will Sutcliffe
William is Head of our Emerging Markets Equity Team and has been a Manager on the Emerging Markets Leading Company Strategy since 2009. William is also a member of the Emerging Markets Product Group. William joined Baillie Gifford in 1999 and became a Partner of the firm in 2010 and has also spent time working in the UK and US Equities teams. William graduated MA in History from the University of Glasgow in 1996.
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
Documents
You can access any literature about the Fund here, either by downloading or requesting a copy by post (where available). Please note that, due to current government restrictions, we have a limited number of staff in our office. As a result, if posting instructions to us, there may be a delay in processing these due to these current restrictions.
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.
Annual Reports
Application Forms
Fund Factsheets
Important Disclosures
Interim Reports
Key Investor Information Documents
MIFID II Ex-Ante Disclosures
Philosophy and Process Documents
Prospectus
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.
