Worldwide US Equity Growth Fund
Worldwide 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 & PortfolioData is not currently available for this share class.
Top Ten Holdings - 31/01/2024
Fund % 1 NVIDIA 9.2% 2 Shopify 8.4% 3 Amazon.com 7.2% 4 The Trade Desk 6.2% 5 Netflix 4.8% 6 Meta Platforms 4.6% 7 Doordash 4.0% 8 Tesla Inc 3.9% 9 Workday 3.8% 10 Moderna 3.3% Total 55.4%SECTOR ANALYSIS OF TOTAL ASSETS - 31/01/2024
- 1 Information Technology 33.33
- 2 Consumer Discretionary 23.37
- 3 Communication Services 21.47
- 4 Health Care 12.88
- 5 Real Estate 2.72
- 6 Industrials 2.44
- 7 Financials 1.96
- 8 Consumer Staples 0.49
- 9 Materials 0.29
- 10 Cash 1.04
- Total 100.00
As 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.
Tom Slater - Manager
Tom 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 worked in the Developed Asia, UK Equity and Long Term Global Growth 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 is a partner and US Equity Growth investment manager. Gary joined Baillie Gifford in 2003 and spent time working on our Japanese, UK and European Equity teams before moving to the US Equity Growth Team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector, dating back to his undergraduate degree. He graduated MBiochem in Biochemistry from Oxford University in 2003.
Kirsty is an Investment Manager in the US Equities Team. 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 InvestFor further information on the funds, including availability and investment options, please contact our local distributor Shinyoung Securities Co. Ltd.Qualified Professional Investor EnquiriesKi-sun Kim (Shinyoung Securities)Telephone: +822 2004 9704Email: email@example.com
You can access any literature about the Fund here, either by downloading or requesting a copy by post (where available).
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MIFID II Ex-Ante Disclosures
Philosophy and Process Documents
Quarterly Investor Updates
PRIIPs Key Information Document
PRIIPs Performance DisclosuresBaillie Gifford Worldwide US Equity Growth Fund B USD Accumulation Monthly Performance Scenarios DisclosureBaillie Gifford Worldwide US Equity Growth Fund B EUR Accumulation Monthly Performance Scenarios DisclosureBaillie Gifford Worldwide US Equity Growth Fund A EUR Accumulation Monthly Performance Scenarios Disclosure
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: InstitutionalComplaints@bailliegifford.com. 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.
Investment markets can go down as well as up and market conditions can change rapidly. The value of an investment in the Fund, and any income from it, can fall as well as rise and investors may not get back the amount invested.
The specific risks associated with the Fund include:
Custody of assets involves a risk of loss if a custodian becomes insolvent or breaches duties of care.
The Fund’s exposure to a single market and currency may increase share price movements.
The Fund’s concentrated portfolio relative to similar funds may result in large movements in the share price in the short term.
The Fund has exposure to a foreign currency and changes in the rate of exchange will cause the value of any investment, and income from it, to fall as well as rise and you may not get back the amount invested.
Environmental, Social and Governance (ESG)
The Fund's approach to Environmental, Social and Governance (ESG) means it cannot invest in certain sectors and companies. The universe of available investments will be more limited than other funds that do not apply such criteria/ exclusions, therefore the Fund may have different returns than a fund which has no such restrictions. Data used to apply the criteria may be provided by third party sources and is based on backward-looking analysis and the subjective nature of non-financial criteria means a wide variety of outcomes are possible. There is a risk that data provided may not adequately address the underlying detail around material non-financial considerations.
Please consider all of the characteristics and objectives of the fund as described in the Key Information Document (KID) and prospectus before making a decision to invest in the Fund. For more information on how sustainability issues, such as climate change are considered, see bailliegifford.com.
The Fund’s share price can be volatile due to movements in the prices of the underlying holdings and the basis on which the Fund is priced.
Further details of the risks associated with investing in the Fund can be found in the Key Information Document (KID), or the Prospectus. Copies of both the KID and Prospectus are available at bailliegifford.com.
Active Share: A measure of the Fund's overlap with the benchmark. An active share of 100 indicates no overlap with the benchmark and an active share of zero indicates a portfolio that tracks the benchmark.
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The information in this area of the website is intended for qualified professional investors and consultants based in South Korea. It is not intended for use by any other persons including members of the general public or investors from other jurisdictions.
Please remember that all investment strategies have the potential for profit and loss and your or your clients’ capital may be at risk.
Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients. Both are authorised and regulated by the Financial Conduct Authority. Baillie Gifford Overseas Limited is licensed with the Financial Services Commission in South Korea as a cross border Discretionary Investment Manager and Non-Discretionary Investment Adviser.
Baillie Gifford Asia (Hong Kong) Limited 柏基亞洲(香港)有限公司 is wholly owned by Baillie Gifford Overseas Limited and holds a Type 1 and a Type 2 licence from the Securities and Futures Commission of Hong Kong to market and distribute Baillie Gifford’s range of collective investment schemes to professional investors in Hong Kong.
Baillie Gifford Asia (Hong Kong) Limited 柏基亞洲(香港)有限公司 can be contacted at Suites 2713-2715, Two International Finance Centre, 8 Finance Street, Central, Hong Kong, Telephone +852 3756 5700.
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