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 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 Robinson
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.Helen Xiong
Helen joined Baillie Gifford in 2008 and is an Investment Manager in the US Equities Team. She has also spent time working on our Developed Asia, UK, North America, Emerging Markets and Global Equity Teams. Before coming to live and work in the UK, Helen lived in China, South Africa and Norway. She graduated BSc (Hons) in Economics from the University of Warwick in 2007 and MPhil in Economics from the University of Cambridge the following year.
Fund FactsAll figures to 30/04/2020
Style Growth Launch Date 13 November 2012 Size €64.3m Stocks (guideline range) 30-50 Current Number of Stocks 41 Benchmark S&P 500 Index Active Share 89%* Annual Turnover 17% 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 A-Acc EUR IE00BK5TWD80 BK5TWD8 1.6% 0% EUR 15.14 1.25% A-Acc USD IE00BK70YW20 BK70YW2 1.6% 0% USD 13.71 1.90% B-Acc EUR IE00BF0D7Y67 BF0D7Y6 0.35% 0% EUR 23.05 1.26% B-Acc GBP IE00B8HCHF86 B8HCHF8 0.35% 0% GBP 15.65 0.90% B-Acc USD IE00B8HW2209 B8HW220 0.35% 0% USD 23.67 1.90% C-Acc GBP IE00B8H9N519 B8H9N51 0.10% 0% GBP 55.88 0.90% F-Acc USD IE00BFY0HF43 BFY0HF4 0.35% 0% USD 17.10 1.90% F-Acc EUR IE00BD9MC782 BD9MC78 0.35% 0% EUR 15.25 1.26%
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 30/09/19
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 on the Daily Prices table.