ObjectiveThe value of investments and any income from them may go down as well as up and you or your client may not get back the amount originally invested.
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.
Meet the ManagersTom Slater
Tom graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000. He joined Baillie Gifford the same year and worked in the Developed Asia and UK Equity Teams before joining the Long Term Global Growth Team at the start of 2009. Tom became a Partner in the firm in 2012. Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in January 2015 having served as Deputy Manager for the previous five years. In 2015 Tom was appointed Head of the US Equities Team and is a decision maker on Long Term Global Growth portfolios. Tom’s investment interest is focused on high growth companies both in listed equity markets and as an investor in private companies.Gary Robinson
Gary 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 is also a portfolio manager for our Global Stewardship strategy.Helen Xiong
Helen graduated BSc (Hons) in Economics from Warwick University in 2007 and an MPhil in Economics from the University of Cambridge the following year. She joined Baillie Gifford in 2008 and has spent time working on our Developed Asia, UK, North America, Emerging Markets, and Global equity teams prior to becoming an investment manager in the US Equities Team. Before coming to live and work in the UK, Helen has lived in China, South Africa, and Norway.
Fund FactsAll figures to 30/06/2019
Style Growth Launch Date 13 November 2012 Size €37.5m Stocks (guideline range) 30-50 Current Number of Stocks 42 Benchmark S&P 500 Index Active Share 91%* Annual Turnover 12% Fund Selectors Asia Platinum Winner European Funds Trophy 2019 - Best European Asset Management Company (26 to 40 rated funds category)
Actual investors help shape the new world.
Not shore up the old one.
Investment Choice and Charges
Share Class ISIN SEDOL Ongoing Charges* Initial Charge Currency NAV Per Share % Change B-Acc EUR IE00BF0D7Y67 BF0D7Y6 0.60% 0% EUR 16.36 -0.01% B-Acc USD IE00B8HW2209 B8HW220 0.60% 0% USD 16.97 -0.28% C-Acc GBP IE00B8H9N519 B8H9N51 0.10% 0% GBP 40.22 -0.75% F-Acc USD IE00BFY0HF43 BFY0HF4 0.35% 0% USD 12.24 -0.28% F-Acc EUR IE00BD9MC782 BD9MC78 0.35% 0% EUR 10.80 -0.01%
Class B shares are for standard direct investment. Multiple currency and currency hedged share classes may also be available.
A share class (Retrocession share class at 1.5% management fee) and C share class (management fee agreed directly with the investment manager) are also available on most funds.
Class F shares are only available under the terms set out in the relevant section of the Prospectus. Please speak to your sales contact for further details.
* Annual figures as at 30/09/18
A further explanation of all the charges and costs relating to this Fund can be found in the Disclosure of Fund Charges and Costs document.