1. Objective

    The Long Term Global Growth Investment Fund aims to produce capital returns over the long term by investing primarily in a concentrated, unconstrained global equity portfolio. 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.

    The 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.
  2. Meet the Manager

    James Anderson

    James graduated BA in History from Oxford University and after postgraduate study in Italy and Canada he gained an MA in International Affairs in 1982. He is a Trustee of the Johns Hopkins University. He joined Baillie Gifford in 1983 and became a Partner in 1987. He headed our European Equity Team until 2003 when he co-founded our Long Term Global Growth strategy. He has Chaired the EAFE Alpha Portfolio Group since its inception in 2003, has been the Manager and then Joint Manager of Scottish Mortgage Investment Trust since 2000, and is a co-manager of the International Concentrated Growth strategy. He has also served as a member of the Advisory Board of the government sponsored Kay Review and as Chair of the subsequent industry working group that set up the UK Investor Forum. James is a member of the Firm’s Strategic Leadership Group.

    Mark Urquhart

    Mark graduated BA in Philosophy, Politics and Economics from Oxford University in 1992. He spent a year at Harvard as a Kennedy Scholar in 1993 before completing a PhD in Politics at the University of Edinburgh in 1996. Mark joined Baillie Gifford in 1996 and was an Investment Manager in the Japanese Equities Team, until he co-founded the Long Term Global Growth strategy in 2003. Mark became a Partner in 2004.

    Tom Slater
    Tom 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.

    John MacDougall
    John MacDougall

    John joined Baillie Gifford in 2000 after graduating MA in Ancient and Modern History from Oxford University. After a year in the North American department John joined the Japanese team where, from 2007 onwards, he managed the Shin Nippon Investment Trust which invests in high growth, small and medium sized companies. In 2011, John moved to the Global Discovery team which focuses on identifying rapidly growing, innovation led, smaller businesses from around the world. During this period he had a particular focus on unearthing new investment opportunities in Emerging Markets, and Asia in particular. In late 2015 John joined the Long Term Global Growth Team. John became a Partner in the firm in 2016.

  3. Actual Investors see people’s aspirations.

    Not assets under management.
    Find out more
  4. Key Information

    Launch Date 10 April 2017
    Comparative Index MSCI AC World
    The Investment Association Sector Global Growth
    XD Date 31 December each year
    Distribution 28 February each year
    Pricing Valuation point 10am daily, swinging single price
    Active Share 93%**

    **Relative to MSCI AC World Index. Source: Baillie Gifford & Co, MSCI.

  5. quote-icon
    At Baillie Gifford, we ask ourselves one important question: ‘Where are the most exciting investment opportunities over the long term going to be?
  6. Investment Choice and Charges

    Share Class ISIN Number SEDOL Number Min. Investment Min. Top Up Ongoing Charges* Initial Charge
    B Acc GB00BD5Z0Z54 BD5Z0Z5 £1,000 no minimum 0.64% 0%
    B Inc GB00BD5Z1070 BD5Z107 £250,000 Nil 0.64% 0%

    * Annual figures as at 31/12/2018

    The ongoing charges figure is estimated due to a reduction in the annual management fee. The ongoing charges figure may vary from year to year and will exclude the costs of buying or selling assets for the Fund (unless these assets are shares of another fund).

    A further explanation of all the charges and costs relating to this Fund can be found in the Enhanced Disclosure of Fund Charges and Costs document.

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