Overview
The Worldwide China Fund aims to invest in an actively managed portfolio of Chinese market stocks. We invest on a long-term (5 year) perspective, and have a strong preference for growth. We are looking for significant upside in each stock that we invest in.
Performance & Portfolio
Data is not currently available for this share class.Holdings - 31/03/2024
Fund % 1 Tencent 10.1% 2 Kweichow Moutai 6.2% 3 Alibaba 5.3% 4 Meituan 5.1% 5 PDD Holdings 4.3% 6 CATL 3.2% 7 NetEase 3.2% 8 China Merchants Bank 3.1% 9 Midea 2.7% 10 Zijin Mining 2.6% Total 45.7% Sector Exposure 31/03/2024Fund %
- 1 Consumer Discretionary 31.39
- 2 Industrials 16.23
- 3 Communication Services 14.66
- 4 Consumer Staples 8.89
- 5 Financials 7.15
- 6 Information Technology 6.95
- 7 Health Care 6.27
- 8 Materials 4.20
- 9 Utilities 1.33
- 10 Real Estate 1.13
- 11 Cash 1.79
- 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.
Insights
Managers
Sophie Earnshaw
Sophie is an investment manager in the China Equities Team. She is a decision maker on our All China Strategy, which she has managed since 2014, and on our A share Strategy since its inception in 2019. She also provides China insight to the Emerging Markets Leading Companies and International All Cap portfolio construction groups. She is a CFA Charterholder and graduated MA in English Literature from the University of Edinburgh in 2008 and MPhil in Eighteenth Century and Romantic Literature from the University of Cambridge in 2009.
Linda Lin
Linda is the head of the China Equities Team, and a decision maker on our All China and China A share strategies. She is also a member of the Long Term Global Growth Team. Linda joined Baillie Gifford in September 2014 and worked in Edinburgh until relocating to Shanghai in 2019 as Head of the Investment Team. She became a partner of the firm in May 2022 and is now based in Edinburgh. Prior to joining Baillie Gifford, Linda spent four years as a global equity analyst with Aubrey Capital and two years in real estate investment in China. She graduated BComm in Accounting and Finance from the University of Auckland, New Zealand in 2007 and MSc in Finance and Investment from the University of Edinburgh in 2011. Linda is a native Mandarin speaker.
How 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.
How to Invest
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.
Corporate Governance
Key Investor Information Documents
MIFID II Ex-Ante Disclosures
Prospectus
Quarterly Investor Updates
