Worldwide China Fund
Worldwide China Fund
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.
Holdings - 30/04/2023
Fund % 1 Tencent 9.0% 2 Alibaba 5.7% 3 Ping An Insurance 4.8% 4 Meituan 4.1% 5 Kweichow Moutai 3.7% 6 China Merchants Bank 3.2% 7 JD.com 2.9% 8 CATL 2.6% 9 BeiGene 2.6% 10 Li Ning 2.6% Total 41.3%Sector Exposure 30/04/2023
- 1 Consumer Discretionary 27.58
- 2 Industrials 16.42
- 3 Communication Services 12.63
- 4 Financials 9.87
- 5 Health Care 9.61
- 6 Information Technology 8.95
- 7 Consumer Staples 6.22
- 8 Materials 5.32
- 9 Utilities 1.40
- 10 Real Estate 0.87
- 11 Cash 1.12
- 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.
Mike has been involved with the Global Stewardship strategy since inception as a member of the Portfolio Construction Group. He is a named manager for Baillie Gifford’s Emerging Markets and China Funds, as well as being responsible for the Emerging Markets Small Cap strategy. Mike first joined Baillie Gifford in 2003 and before moving to the Emerging Markets Equity Team in 2005, Mike worked in the UK and Japanese Equity Teams. Mike became a Partner of the firm in 2020. He is a CFA Charterholder and graduated MEng from the University of Durham in 2003.
Roderick joined Baillie Gifford in 2006 and is an Investment Manager in the Emerging Markets Equity Team. He has co-managed the Baillie Gifford Pacific Fund since 2010 and has been Deputy Manager of Pacific Horizon Investment Trust since 2013. Since March 2020, he has also been a co-manager of the Baillie Gifford China Fund. He spent time in the UK and European Equity teams prior to joining the Emerging Markets Equity Team in 2008. Roderick graduated BSc (Hons) in Medical Biology from the University of Edinburgh in 2006.
Sophie joined Baillie Gifford in 2010 and is an Investment Manager in the Emerging Markets Equity Team and a decision maker on the China A Share Fund. She has also been Co-Manager of the China Fund and a member of the International All Cap Portfolio Construction Group since 2014. Sophie is a CFA Charter holder. She 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.
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.
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How to Invest
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.
Key Investor Information Documents
MIFID II Ex-Ante Disclosures