WORLDWIDE US EQUITY GROWTH FUNDWORLDWIDE US EQUITY GROWTH FUND
The Worldwide US Equity Growth Fund aims to maximise total return principally through investment in equities which are listed on Regulated Markets in the US.
Performance & PortfolioSelect currencyCumulative Performance 31/08/2020Unfortunately we were unable to load the chart. Please try again later.
Top Ten Holdings - 31/08/2020
Fund % 1 Tesla Inc 10.4% 2 Shopify 8.4% 3 Amazon.com 7.9% 4 Wayfair 7.2% 5 Netflix 4.5% 6 The Trade Desk 4.3% 7 Alphabet 3.2% 8 Zoom Video Communications 3.0% 9 Mastercard 2.9% 10 Chegg 2.8% Total 54.7% Fund % 1 Tesla Inc 10.4% 2 Shopify 8.4% 3 Amazon.com 7.9% 4 Wayfair 7.2% 5 Netflix 4.5% 6 The Trade Desk 4.3% 7 Alphabet 3.2% 8 Zoom Video Communications 3.0% 9 Mastercard 2.9% 10 Chegg 2.8% Total 54.7%Sector Analysis of Total Assets - 31/08/2020Unfortunately we were unable to load the chart. Please try again later.
Tom is Head of the US Equities Team and is a Decision Maker on Long Term Global Growth Portfolios. He joined Baillie Gifford in 2000 and became a Partner of the firm in 2012. After serving as Deputy Manager for five years, Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in 2015. During his time at Baillie Gifford he has also worked in the Developed Asia and UK Equity Teams. Tom’s investment interest is focused on high growth companies both in listed equity markets and as an investor in private companies. He graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000.
Gary has been a member of the Global Stewardship Portfolio Construction Group since its inception in 2015 and is an Investment Manager in the US Equities Team. He graduated MBiochem in Biochemistry from the University of Oxford in 2003 and joined Baillie Gifford the same year. He spent time working on our Japanese, UK and European Equity Teams before moving to the US Equities Team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector dating back to his undergraduate degree. Gary became a Partner of the firm in 2019.
Kirsty is an Investment Manager in the US Equities Team. She is also a decision maker on the Positive Change strategy and a member of the Portfolio Construction Group. 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 2011and MSc in Carbon Management in 2012, both from the University of Edinburgh.
Dave joined Baillie Gifford in 2018 as a Senior Analyst and is now a portfolio manager in the US Equities team. Prior to joining Baillie Gifford, he cofounded Coburn Ventures in 2005. In his 13 years at Coburn Ventures, was a Partner, primary client facing consultant, research analyst and portfolio manager of a long-short, market neutral hedge fund. He started his career in 1996, joining Warburg Dillon Read’s equity research group as an associate semiconductor analyst before joining UBS’s Global Tech Strategy team. Dave graduated from Boston College in 1993, where he majored in Finance and Philosophy. He has been a member of the team since 2020.
How to Invest
You can invest in a range of our funds via a number of fund platforms and supermarkets, please see the links opposite.
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Key Investor Information Documents
MIFID II Ex-Ante Disclosures
Philosophy and Process Documents
Quarterly Investor Updates
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
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