Baillie Gifford Long Term Global Growth (BGLTX.O)

At A Glance

You hold BGLTX.O in 0 portfolios

Net Asset Value

34.42USD

 0.38 +1.11%

09/22/2020

Category
World Equity
YTD Return (Cumulative)
 66.48%
Classification
Global Large-Cap Growth
5 Year Return (Annualized)
 30.31%
Manager Benchmark
Lipper Gl Large-Cp Gr IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since March, 2015 »

 BGLTX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyBaillie Gifford Overseas Ltd
Inception Date04/27/2015
Portfolio Turnover5%
Dividend Yield--
Fund ManagerUrquhart/Slater
Manager Tenure2015
Baillie Gifford Overseas Ltd
Calton Square
Edinburgh, EH1 3AN

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.76%
Max 12b-1 Fee Ratio--
Early Redemption Fee0.00%
Initial Investment$25,000,000
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide long-term capital appreciation. Under normal circumstances, the Fund will ordinarily invest in securities of issuers located in at least six different countries and will invest primarily in companies located in non-U.S. countries. The Fund may invest in stocks of any market capitalization.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
171
Consistent Return
 
171
Capital Preservation
 
12131
Low Expense
 
97
Tax Efficiency (U.S. only)
 
171

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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