If you’re looking for a top-performing investment fund, look no further than Baillie Gifford. This renowned investment management company has a variety of funds to suit different investment styles and goals, but one fund stands out above the rest: the Baillie Gifford Long Term Global Growth Fund. This fund has consistently delivered exceptional returns over the long term, making it a strong choice for investors seeking growth and diversification.
Over the past decade, the Baillie Gifford Long Term Global Growth Fund has outperformed its benchmark and other global equity funds, delivering an impressive average annual return of more than 20%. This fund takes a long-term approach to investing, identifying high-quality businesses with strong growth potential and holding them for the long haul. By focusing on companies with sustainable competitive advantages and innovative technologies, the fund aims to capture the best growth opportunities in the global market.
Investing in the Baillie Gifford Long Term Global Growth Fund provides exposure to a geographically diverse range of innovative companies, including many of the world’s leading tech giants. With a strong track record of delivering exceptional returns and a proven investment strategy, this fund is a great option for investors looking to build a well-diversified, growth-oriented portfolio.
Baillie Gifford Fund Overview
Baillie Gifford is an investment management firm that has consistently delivered impressive investment returns to its clients. It is based in Edinburgh, Scotland and has been in operation for over a century. The company manages a wide range of investment funds, including equities, fixed income, and multi-asset funds, which are available to both institutions and retail investors. Today, we will be looking at the best performing Baillie Gifford fund.
Top Performing Baillie Gifford Fund
- The Baillie Gifford Global Discovery Fund has been the best performing Baillie Gifford fund in recent years.
- It invests primarily in small and mid-cap companies with innovative and disruptive business models across a range of sectors.
- The fund’s focus on growth and innovation has enabled it to consistently outperform its benchmark, with an annualized return of 25.7% over the past five years (as of June 30, 2021).
Investment Philosophy
Baillie Gifford’s investment philosophy is centered around finding innovative and disruptive companies with high growth potential. The firm does not prioritize companies based on their size, sector or geographical location, but rather on their ability to create value for shareholders over the long term. The investment team also places a strong emphasis on understanding the business model, management and competitive advantages of the companies they invest in.
Finally, Baillie Gifford recognizes that conventional valuation metrics, such as earnings multiples, may not always provide an accurate reflection of a company’s true value. Therefore, the investment team employs a variety of valuation methods, including discounted cash flow analysis and scenario modeling.
Performance Attribution
The table below provides performance attribution for the Baillie Gifford Global Discovery Fund as of 30 June 2021:
| Attribution | Percentage |
|---|---|
| Stock Selection | 67.8% |
| Industry Allocation | 19.9% |
| Currency Allocation | -1.6% |
| Other | 0.7% |
As shown in the table above, the fund’s outperformance is primarily attributable to stock selection (67.8%) and industry allocation (19.9%). This implies that the investment team has been successful in identifying and investing in individual companies, as well as sectors, that have gone on to deliver significant returns.
Top Performing Mutual Funds by Baillie Gifford
When it comes to mutual funds, Baillie Gifford is one of the most respected and sought-after asset management firms in the world. Known for their long-term, growth-focused investment style, Baillie Gifford has consistently generated impressive returns for their clients over the years. Here, we take a closer look at their top performing mutual funds.
Scottish Mortgage Investment Trust PLC
- AUM: £16.6 billion
- 5-year return: 452.8%
- 10-year return: 807.4%
Scottish Mortgage Investment Trust is undoubtedly Baillie Gifford’s top-performing mutual fund, boasting staggering returns of 452.8% over the past 5 years and 807.4% over the past decade. As a global fund, it invests in a broad range of companies across a variety of sectors, including technology, healthcare, and consumer goods. Some of its top holdings include Tesla, Amazon, and Tencent.
Baillie Gifford Long Term Global Growth Investment Fund
- AUM: £5.8 billion
- 5-year return: 180.7%
- 10-year return: N/A
As the name suggests, the Baillie Gifford Long Term Global Growth Fund is focused on long-term growth opportunities. It invests in a concentrated portfolio of companies that have the potential to deliver strong returns over the long haul. Some of its top holdings include Shopify, Grubhub, and Netflix.
Baillie Gifford Global Discovery Fund
- AUM: £2.8 billion
- 5-year return: 206.1%
- 10-year return: 455.2%
The Baillie Gifford Global Discovery Fund is a smaller, more focused fund that invests in companies with the potential to disrupt their industries. It has an emphasis on emerging markets and invests in companies across a broad range of sectors, from healthcare to e-commerce to software. Some of its top holdings include NIO, MercadoLibre, and Illumina.
Baillie Gifford Japanese Fund
The Baillie Gifford Japanese Fund has been one of the firm’s most consistent performers over the years, delivering impressive returns by investing in high-quality, well-managed companies in Japan. As of the end of 2020, some of its top holdings include SoftBank Group, Sony, and Square Enix Holdings.
| Year | Baillie Gifford Japanese Fund | Benchmark (TOPIX) |
|---|---|---|
| 2020 | 31.80% | 16.85% |
| 2019 | 22.80% | 18.11% |
| 2018 | 7.80% | -10.38% |
Overall, Baillie Gifford’s mutual funds have delivered remarkable returns for their investors over the years, thanks to the firm’s commitment to long-term growth and their focus on identifying disruptive companies across the globe.
Baillie Gifford Global Fund
The Baillie Gifford Global Fund is a mutual fund that invests in companies from around the world. The fund is managed by a team of experienced professionals who utilize a bottom-up, growth-oriented investment approach. This fund is a great option for investors who are looking to diversify their portfolio and gain exposure to both developed and emerging markets.
- Investment Strategy: The Baillie Gifford Global Fund invests in a diversified portfolio of 70 to 100 companies from around the globe. The investment team looks for companies with long-term growth potential.
- Performance: Over the past year, the Baillie Gifford Global Fund has returned 29.27%, outperforming the MSCI ACWI benchmark by 5.44%. Over a five-year period, the fund has returned 26.54% annualized, outperforming the benchmark by 6.13%.
- Top Holdings: Some of the top holdings in the Baillie Gifford Global Fund include Tesla, Amazon, Alibaba, and Tencent Holdings. These companies offer global growth opportunities and are integral to the fund’s performance.
The Baillie Gifford Global Fund has had a strong track record of performance over the years. This is largely due to the investment team’s bottom-up approach to investing and their focus on growth companies. Investors who are looking for international exposure and long-term capital appreciation may want to consider adding this fund to their portfolio.
| Year | Baillie Gifford Global Fund | MSCI ACWI |
|---|---|---|
| 2020 | 29.27% | 23.83% |
| 2019 | 27.31% | 26.39% |
| 2018 | 7.83% | -7.51% |
In conclusion, the Baillie Gifford Global Fund is a well-managed, performance-driven mutual fund that offers exposure to a diverse selection of global companies. With a strong track record of performance and a disciplined investment approach, this fund is worth considering for investors who want to diversify their portfolio and achieve long-term capital growth.
Baillie Gifford International Funds
Baillie Gifford is a renowned investment management firm that has been managing clients’ money since 1908. Over the years, they have grown to become one of the world’s leading asset managers, offering investment solutions across different asset classes, including equity, fixed income, and multi-asset funds.
One of the ways Baillie Gifford has distinguished itself from other asset managers is by sticking to their long-term investment philosophy. This approach means that they invest in companies that they believe can deliver sustained growth over a long period. They are patient investors who are willing to hold onto a stock for years, thus avoiding the operational costs associated with frequent trading.
One of the intriguing things about Baillie Gifford is their array of international funds that offer investors a chance to invest globally. Here, we will take a closer look at some of the best performing Baillie Gifford international funds.
The Best Performing Baillie Gifford Funds: A Rundown
- Baillie Gifford Global Discovery Fund: This fund invests in small and medium-sized companies globally. It has a diversified portfolio, with a bias towards companies in the technology, healthcare, and consumer sectors. The fund has returned 76.3% over the past year, outperforming its benchmark and peers.
- Baillie Gifford Long Term Global Growth Investment Fund: This fund invests in growth stocks globally, with a long-term horizon of up to ten years. It has a bias towards companies in the technology, healthcare, and consumer discretionary sectors. The fund has returned 43.6% over the past year, outperforming its benchmark and peers.
- Baillie Gifford Japanese Fund: This fund invests in Japanese companies across different sectors, with a bias towards companies with growth potential. It has returned 41.2% over the past year, outperforming its benchmark and peers.
Baillie Gifford Global Discovery Fund: A Closer Look at the Fund
The Baillie Gifford Global Discovery Fund is one of the top-performing funds in the Baillie Gifford Arsenal. It invests in small and medium-sized companies globally, with a bias towards companies in the technology, healthcare, and consumer sectors. It has a diversified portfolio, with a total of 245 holdings in 30 countries, and the top ten holdings account for only 12% of the portfolio.
The fund’s performance has been remarkable, returning 76.3% over the past year, compared to its benchmark, which returned 54.3%. The fund’s top-performing holdings over the past year are Sea Limited, Livongo Health, and Tesla. The management team’s long-term investment approach means they aim to identify companies with sustainable growth opportunities, which have a competitive advantage and a capable management team.
| Fund Facts | |
|---|---|
| Launch Date | 2011 |
| Current Fund Size | $10.9 billion |
| Geographic Focus | Global |
| Top Sector Exposures |
|
The Baillie Gifford Global Discovery Fund is one of the funds to watch out for, with impressive performance over the years. Investors looking for exposure to small and medium-sized companies globally should consider this fund, given its diversification and the experienced management team.
Baillie Gifford Emerging Markets Fund
The Baillie Gifford Emerging Markets Fund is a high-performing mutual fund that invests in growing economies across Latin America, Asia, and Eastern Europe. It seeks to identify companies with visionary management teams that are riding powerful secular growth trends, with the potential to generate significant shareholder value over the long term.
- The Baillie Gifford Emerging Markets Fund has been a top performer in its category, consistently outpacing its benchmark MSCI Emerging Markets Index and competitors.
- In the past five years, the fund has returned over 21% annualized, compared to the index’s 13%.
- The fund’s portfolio is concentrated, with the top ten holdings accounting for over 50% of assets under management.
The fund’s investment philosophy is centered on finding exceptional growth companies that are benefiting from long-term economic trends. The fund managers look for firms with strong operating margins, high returns on invested capital, and durable competitive advantages that can sustain growth for years to come. The fund is comfortable investing in high-growth sectors, such as technology and healthcare, where innovation and disruption can create new markets and opportunities.
The Baillie Gifford Emerging Markets Fund has a diversified portfolio, with over 45% of the assets invested in Asia and 30% in Latin America. The fund has exposure to a wide range of industries, including consumer discretionary, financials, and information technology. Some of the fund’s top holdings include Alibaba Group Holding, MercadoLibre, and Tencent Holdings.
| Year | Baillie Gifford Emerging Markets Fund | MSCI Emerging Markets Index |
|---|---|---|
| 2019 | 37.4% | 18.4% |
| 2018 | -8.4% | -13.5% |
| 2017 | 53.9% | 34.3% |
The Baillie Gifford Emerging Markets Fund has a minimum investment of $5,000 and an expense ratio of 0.77%. The fund is suitable for investors who are comfortable with higher volatility and seeking exposure to emerging markets with attractive growth potentials. It is important to note that past performance does not guarantee future results, and investors should consider their financial objectives and risk tolerance before investing in any mutual fund.
Baillie Gifford American Fund
Baillie Gifford American Fund is a popular investment fund that focuses on long-term growth by investing in the equity securities of US companies. The fund is managed by a team of experienced professionals who engage in in-depth research and analysis before making investment decisions. The Baillie Gifford American Fund has been one of the best-performing funds in recent years, with a strong track record of growth over the last decade.
- The Baillie Gifford American Fund has a unique approach to investing, focusing on emerging companies with disruptive business models. The fund is not restricted by traditional sector or market capitalization classifications, allowing it to invest in a wide range of companies that often go overlooked by other funds.
- The fund’s top holdings include companies like Tesla, Amazon, and Alibaba – all of which have seen significant growth in recent years. By investing in these types of companies, the Baillie Gifford American Fund is well-positioned to capture the potential for long-term growth.
- One of the key benefits of investing in the Baillie Gifford American Fund is that it has a lower expense ratio compared to other actively managed funds. This can lead to higher returns for investors over time, as less of their investment is being consumed by fees.
Investing in the Baillie Gifford American Fund can be an excellent choice for investors who want exposure to the American equity market with the potential for long-term growth. However, as with any investment, it is important to carefully consider your investment goals, risk tolerance, and overall portfolio strategy before making a decision.
| Fund Name | 1 Year Return (%) | 3 Year Return (%) | 5 Year Return (%) |
|---|---|---|---|
| Baillie Gifford American Fund | 44.63 | 32.24 | 31.60 |
As you can see from the table above, the Baillie Gifford American Fund has been an excellent performer over the last 5 years, delivering an impressive 31.60% return. This makes it an attractive option for investors who are looking for strong long-term growth potential from their investments.
Baillie Gifford China Fund
The Baillie Gifford China Fund is one of the top performing funds in the market. This fund enables investors to invest in China’s economy, which is rapidly growing and considered one of the largest and the fastest-growing economies in the world. The Baillie Gifford China Fund invests in companies that are involved in the growth of China’s economy.
- The Baillie Gifford China Fund invests in companies that are involved in the growth of China’s economy.
- The fund invests primarily in China’s growth sectors, including consumer, technology, and healthcare.
- The fund is managed by three experienced portfolio managers with proven track records in managing funds.
The Baillie Gifford China Fund has outperformed its peers over the past few years. According to Morningstar, the fund has delivered an annualized return of 38.79% over the past three years, which is significantly higher than the 14.12% return delivered by the S&P 500 Index over the same period. The performance of the fund is attributed to its investments in high-growth sectors that have performed well in the Chinese market.
Investors who are interested in China’s growing economy should consider investing in the Baillie Gifford China Fund. The fund provides exposure to China’s growth sectors and has a proven track record of delivering strong returns over the long term.
| Category | Annualized Return |
|---|---|
| Baillie Gifford China Fund | 38.79% |
| S&P 500 Index | 14.12% |
Overall, the Baillie Gifford China Fund is an excellent option for investors looking to invest in China’s growing economy. The fund has a proven track record of delivering strong returns and is managed by experienced portfolio managers who have a deep understanding of the Chinese market.
Baillie Gifford Japanese Fund
Baillie Gifford Japanese Fund is one of the most popular funds in the Baillie Gifford family, and for all good reasons. Here is everything you need to know about why it’s the best performing fund.
- Track Record: The Baillie Gifford Japanese Fund has been on the market for over 30 years. This means that the fund has a long-term track record of generating returns for investors.
- Investment Process: The fund managers follow a unique investment process that focuses on identifying high-quality companies that have the potential for long-term growth.
- Concentration: The Baillie Gifford Japanese Fund has a relatively concentrated portfolio, which means that the fund managers invest in a select few companies that they believe will generate strong returns over the long term.
These factors have helped the Baillie Gifford Japanese Fund to consistently outperform its peers. In fact, over the past decade, the fund has delivered an annualized return of around 18%. To put this into perspective, the benchmark MSCI Japan Index has returned just over 10% annualized over the same period.
If you are looking to invest in the Baillie Gifford Japanese Fund, it’s important to note that the fund has high minimum investment requirements. However, if you have the means to invest, it’s definitely worth considering given its track record of generating strong returns.
| BAILLIE GIFFORD JAPANESE FUND | MSCI JAPAN INDEX |
|---|---|
| 3 Years | 12.7% |
| 5 Years | 18.8% |
| 10 Years | 18.1% |
As you can see from the table above, the Baillie Gifford Japanese Fund has consistently outperformed the MSCI Japan Index over the past few years. If you’re looking for a fund that has a proven track record of generating strong returns, the Baillie Gifford Japanese Fund is definitely one to consider.
Baillie Gifford European Fund
Baillie Gifford European Fund is a fund that aims to achieve long-term capital growth by investing in European equities. The fund is managed by Stephen Paice, Charles Plowden, Moritz Sitte, and Stefan Gries.
- The Baillie Gifford European Fund has been performing strongly over the years.
- The fund has consistently outperformed its benchmark, the MSCI Europe ex UK Index, over the last three years.
- There has been a steady increase in the fund’s net asset value (NAV) over the past five years.
The table below shows the fund’s performance for the past five years:
| Year | Fund Performance (%) | Benchmark Performance (%) |
|---|---|---|
| 2020 | 22.09 | 1.85 |
| 2019 | 40.51 | 28.80 |
| 2018 | -7.24 | -8.83 |
| 2017 | 28.45 | 18.82 |
| 2016 | 17.95 | 2.87 |
The Baillie Gifford European Fund invests in companies that have a strong competitive advantage and good growth prospects. The fund has a bias towards growth companies, which have the potential to deliver high returns in the future. The managers focus on companies that have a strong market position, high-quality management teams, and a sustainable business model. The fund has a strong conviction approach to investing, which means that the managers focus on a small number of companies that they believe have the best growth prospects.
The Baillie Gifford European Fund is a good option for investors who are looking for exposure to Europe’s growth companies. The fund’s long-term performance track record and strong management team make it an excellent choice for investors who want to achieve long-term capital growth.
Baillie Gifford Income Fund
Baillie Gifford is a renowned investment management firm known for its unique investment philosophy and producing outstanding performing funds. One of its most successful funds is the Baillie Gifford Income Fund. This fund aims to deliver a high and sustainable level of income for its investors by investing in a variety of growth and income stocks globally.
- The fund is actively managed by a team of experienced investment professionals who analyze each potential investment thoroughly to ensure it is aligned with the fund’s goals and objectives.
- The fund uses a bottom-up investment approach, which means that they focus on individual stocks’ quality and growth prospects rather than macroeconomic factors.
- The fund’s portfolio is well-diversified, and they invest across different sectors and regions to reduce risk and maximize returns.
The Baillie Gifford Income Fund has delivered impressive returns for its investors over the years and has outperformed its benchmark consistently. Below is a summary of the fund’s performance:
| Year | Fund Return | Benchmark Return |
|---|---|---|
| 2021 (YTD) | 16.25% | 11.87% |
| 2020 | 22.50% | 8.88% |
| 2019 | 15.58% | 9.86% |
The high returns of the Baillie Gifford Income Fund are due to its successful investment strategy and active management. The team’s dedication to finding the best investment opportunities and their commitment to their investment philosophy has paid off and made this fund one of the best performing funds in the market.
Which is the Best Performing Baillie Gifford Fund?
Are you looking for the best performing Baillie Gifford fund for your investment portfolio? Here are some FAQs to help you make an informed decision.
1. What are the top performing Baillie Gifford funds?
Baillie Gifford has several top-performing funds, such as Scottish Mortgage Investment Trust, Baillie Gifford Long Term Global Growth Investment Fund, and Baillie Gifford American Fund. Each of these funds has a unique investment strategy and risks associated with them, so it’s important to do your research before choosing.
2. How do I choose the best Baillie Gifford fund for my portfolio?
When selecting a Baillie Gifford fund, you should consider your investment goals, risk tolerance, and time horizon. Additionally, you should research the fund’s historical performance, management team, and investment strategy to determine if it’s a good fit for your portfolio.
3. What is the investment strategy of Baillie Gifford funds?
Baillie Gifford funds are known for their long-term focused investment style, which involves investing in growth companies with a sustainable competitive advantage. They also have a global approach to investing, seeking out opportunities across different markets and sectors.
4. What are the risks associated with Baillie Gifford funds?
As with any investment, there are risks associated with Baillie Gifford funds. These risks can include market volatility, currency fluctuations, and geopolitical events that can impact the performance of the fund.
5. Can I invest in Baillie Gifford funds outside of the UK?
Yes, Baillie Gifford funds are available for international investors. However, it’s important to check with your financial advisor or broker to ensure that the fund is available in your country of residence and meets local regulatory requirements.
6. How has Baillie Gifford performed compared to other investment firms?
Baillie Gifford has consistently been recognized for its strong performance, often outperforming its competitors in various asset classes. However, past performance is not a guarantee of future results, and it’s important for investors to analyze the performance of individual funds.
Closing Thoughts
Choosing the best performing Baillie Gifford fund for your portfolio is an important decision that requires research and analysis. By considering your investment goals and risk tolerance, as well as analyzing the performance and investment strategy of each fund, you can make an informed decision about which fund is right for you. Thank you for reading, and don’t forget to visit us again for more investment insights.