1. Overview

    The Baillie Gifford US Growth Trust plc seeks to invest predominantly in listed and unlisted US companies which the Company believes have the potential to grow substantially faster than the average company, and to hold onto them for long periods of time, in order to produce long-term capital growth.

    Baillie Gifford believes that exceptional growth companies are the major drivers of market wealth creation.

    Performance & Portfolio

    Periodic Performance

    All figures to 31/03/2021

    1 Year

    3 Years

    5 Years

    Since Inception

    Share Price 94.4%219.3%n/a228.9%
    NAV 93.2%207.1%n/a217.4%
    Index* 33.0%66.2%n/a75.0%

    The value of your investment may go down as well as up, and you may not get back the amount you invested.
    NAV is calculated with borrowings deducted at fair value for 1, 3 and 5 years and par value for 10 years.
    *S&P 500 Index (GBP) TR. 
    Performance source: Morningstar and relevant underlying index provider, total return.
    Please bear in mind that past performance is not a guide to future performance.


    Discrete Performance

    Annual Performance to 31 March each year

    31/03/2016
    31/03/2017

    31/03/2017
    31/03/2018

    31/03/2018
    31/03/2019

    31/03/2019
    31/03/2020

    31/03/2020
    31/03/2021

    Share Price n/an/a23.1%11.4%117.0%
    NAV n/an/a26.7%7.3%123.8%
    Index* n/an/a17.9%-2.2%40.5%

    The value of your investment may go down as well as up, and you may not get back the amount you invested. NAV is calculated with borrowings deducted at fair value for 1, 3 and 5 years and par value for 10 years.
    *S&P 500 Index (GBP) TR. 
    Performance source: Morningstar and relevant underlying index provider, total return.
    Please bear in mind that past performance is not a guide to future performance.

    Performance - 30/04/2021

    The value of your investment may go down as well as up, and you may not get back the amount you invested.
    Benchmark data is limited to a 5 year period from the current date.
    The graph has been rebased to 100.
    Please bear in mind that past performance is not a guide to future performance.

    Holdings - 30/04/2021

    Fund %
    1 Shopify 6.1%
    2 Amazon.com 5.3%
    3 Wayfair 4.2%
    4 Tesla Inc 4.0%
    5 The Trade Desk 3.8%
    6 Twilio 3.5%
    7 Moderna 3.1%
    8 Roku 3.0%
    9 Zoom Video Communications 2.7%
    10 Netflix 2.5%
    Total 38.1%

    Meet the Managers

    Gary Robinson - Co-manager

    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 member of the Global Stewardship Portfolio Construction Group.

     

    Kirsty Gibson - Co-manager

    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 2011 and MSc in Carbon Management in 2012, both from the University of 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.

    Investor Disclosure Document

    Disclaimers

    S&P Dow Jones Disclaimer

    The S&P 500 Index (“Index”) is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Baillie Gifford.  Copyright © 2018 S&P Dow Jones Indices LLC, a division of S&P Global, Inc., and/or its affiliates. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com.  S&P® is a registered trademark of S&P Global and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC. Neither S&P Dow Jones Indices LLC, Dow Jones Trademark Holdings LLC, their affiliates nor their third party licensors make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and neither S&P Dow Jones Indices LLC, Dow Jones Trademark Holdings LLC, their affiliates nor their third party licensors shall have any liability for any errors, omissions, or interruptions of any index or the data included therein.