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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 currencyCumulative Performance 28/02/2021Rebased to 100 at the start date of this chart.
B Acc USD share class launched on 01 May 2013.Unfortunately we were unable to load the chart. Please try again later.Top Ten Holdings - 28/02/2021
Fund % 1 Naspers 3.3% 2 Alphabet 2.9% 3 Amazon.com 2.6% 4 SoftBank Group 2.4% 5 TSMC 2.2% 6 Shopify 2.2% 7 SEA Limited 2.1% 8 Ryanair 2.1% 9 Microsoft 2.1% 10 Moody's 2.1% Total 24.0% Fund % 1 Naspers 3.3% 2 Alphabet 2.9% 3 Amazon.com 2.6% 4 SoftBank Group 2.4% 5 TSMC 2.2% 6 Shopify 2.2% 7 SEA Limited 2.1% 8 Ryanair 2.1% 9 Microsoft 2.1% 10 Moody's 2.1% Total 24.0% Geographic Analysis of Total Assets 28/02/2021As 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
March 2021What I've Learned In Four Decades Of Investing.
His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.
Listen now (16 minutes)March 2021The Importance Of Looking Forward.
This recording has been prepared for professional investors and is not for further distribution. Baillie Gifford takes no responsibility for the reliance on this recording by any other person who did not receive this recording from Baillie Gifford.
Watch2021Global Alpha Research Agenda.
In this year’s Research Agenda, Global Alpha’s investment managers share their thoughts on how change can help shape the portfolio.
Read more2020Global Alpha Stewardship Report.
Our goal as investors is the identification and nurturing of companies capable of outstanding long-term returns. The excellent studies of Professor Hank Bessembinder and others make clear that long-run wealth creation is dominated by a remarkably small number of extraordinary companies, often powering technological or societal change.
Read moreNovember 2020Global Alpha – Mental Models Highlights.
Client director Jon Henry talks through the highlights of the recent Global Alpha webinar on ‘Mental Models’, a concept introduced earlier this year in the Global Alpha Research Agenda. In this webinar, client director Ben Drury talked to Global Alpha investment managers Helen Xiong and Malcolm MacColl about mental models and how they are incorporated into the team’s investment research process.
WatchSeptember 2020Staying Ahead of Change.
Few things matter more to an investor than understanding and anticipating change. As we celebrate 15 years of Global Alpha, we share some thoughts on how the portfolio, our process and the team have developed over time.
Read moreAugust 2020Global Alpha - 10 minutes with Helen Xiong.
Ben Drury, client director, talks to Helen Xiong, an investor and soon-to-be key decision maker for the Global Alpha strategy. Helen explains what she has learnt from her past experience with Baillie Gifford, what she will bring to the team in her new role, and what she is excited about moving forward.
WatchJune 2020Global Alpha – Long-Term Stewards of Capital.
Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Global Alpha investment strategy.
WatchJune 2020Back To The Future.
This webinar has been prepared solely for the use of professional investors outside of the Unites States and is not for further distribution. Baillie Gifford takes no responsibility for the reliance on this webinar by any other person who did not receive this webinar from Baillie Gifford.
Watch2019Global Alpha Stewardship Report - 2019.
Stewardship really matters to us. Since 1908 the ownership and direction of Baillie Gifford has successfully passed from generation to generation of partners, preserving our independence and motivation. We believe that good stewardship marks the beginning of long-term value creation.
Read moreHow 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
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). 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
Philosophy and Process Documents
Prospectus
Quarterly Investor Updates
Further Information
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.
