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 31/10/2023 1 Year
3 Years
5 Years
Since Inception
Share Price -16.7% -47.4% 17.2% 36.7% NAV -9.0% -26.5% 56.4% 81.5% Index* 4.5% 43.2% 77.5% 108.2% Performance figures appear in GBP. 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 30 September each year 30/09/2018
30/09/201930/09/2019
30/09/202030/09/2020
30/09/202130/09/2021
30/09/202230/09/2022
30/09/2023Share Price -2.2% 101.5% 20.9% -44.7% -15.5% NAV -0.5% 91.9% 33.4% -39.0% -5.3% Index* 10.3% 9.8% 24.7% 2.1% 11.2% Performance figures appear in GBP. 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 - 31/10/2023Performance figures appear in GBP. 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 - 31/10/2023
Fund % 1 Space Exploration Technologies 7.2% 2 The Trade Desk 5.6% 3 Amazon.com 5.0% 4 Stripe 4.9% 5 NVIDIA 4.5% 6 Shopify 4.2% 7 Tesla Inc 3.6% 8 Brex 2.9% 9 Netflix 2.8% 10 Zipline 2.5% Total 43.2% Insights
View all Insights.Meet the Managers
Gary Robinson - Co-manager
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 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).
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
Bulletins and Factsheets
Corporate Governance
Interim Reports
Investment Intelligence
Investor Disclosure Document
Other Fund Literature
Portfolio Voting Disclosure
RNS Announcements
Sustainability-related Disclosures
PRIIPs Key Information Document
Disclaimers
S&P Dow Jones Disclaimer
The S&P 500 and S&P Global SmallCap (index) are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by Baillie Gifford &Co. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Baillie Gifford & Co. Baillie Gifford & Co product(s) is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of The S&P 500 and S&P Global SmallCap (index).
