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Baillie Gifford Long Term Global Growth Fund

Overview

The Baillie Gifford Long Term Global Growth Fund (the Fund) invests in the highest quality stocks from around the globe, including some of the world’s best-known companies from across a diverse range of market sectors.

 

Taking a long-term approach to investing, the team seeks out and invests in exceptional companies that have the potential to achieve market-defying growth. Baillie Gifford’s rigorous process of fundamental analysis and proprietary research, combined with a depth of expertise, are core to a successful, long-term, bottom-up investment approach. This allows the business to exploit global opportunities over periods of, typically, five years or more.

 

The Fund is comprised of a concentrated portfolio of the team’s highest conviction long-term growth prospects.

Patient, long-term investing

Willingness to maintain a long-term view in an increasingly impatient industry

Partnership model

Having stability to support the firm’s strong investment philosophy and culture

High conviction growth investor

Targets sustainable global companies with the potential to deliver exceptional growth

FUND FACTS

Invest in a portfolio of exceptional companies from around the globe that have the potential to achieve market-defying growth over the long term.

 

Investment objective: To outperform the MSCI All Country World Index in AUD per annum, over rolling five year periods before management fees and taxes.

Inception

Style

Distribution

Holdings

Investment horizon

27 October 2018 Global Equity – active, long only, fundamental, benchmark agnostic, strong growth bias  Half-yearly Between 30 and 60 companies
At least 7 years
Cash limit Management cost Performance fee Minimum Investment APIR code
0-5% 1.10% (Class A)
None

$5,000 (Wholesale Class)

$25,000 (Class A)

FSF1201AU (Wholesale Class)

FSF5774AU (Class A)

Resources

VIDEO

 

Mark Urquhart

Investment Manager, Partner
  • Mark has been with Baillie Gifford since 1996, starting as an investment manager in the Japanese Equity Team. He joined our Long Term Global Growth Team in 2003 when it was established, and became a partner in 2004.
    Mark has a BA in Philosophy, Politics and Economics from Oxford University and was a Kennedy Scholar at Harvard in 1993 before completing a PhD in politics at the University of Edinburgh in 1996.

 

Tom Slater

Investment Manager, Partner
  • Tom joined Baillie Gifford in 2000, working in Developed Asia and UK Equity Teams before joining the Long Term Global Growth Team at the start of 2009. Tom became a Partner in the firm in 2012, while in 2015 Tom was appointed Head of the North American Equities Team and is a decision maker on Long Term Global Growth portfolios.
    Tom graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000.

 

James Anderson

Investment Manager, Partner
  • James joined Baillie Gifford in 1983 and became a Partner in 1987, heading up European Equity team until 2003 when he co-founded our Long Term Global Growth strategy.
    James is a member of the Firm’s Strategic Leadership GroupHe has a BA in History from Oxford University and gained an MA in International Affairs in 1982. He is a Trustee of the Johns Hopkins University.

 

John Macdougall

Investment Manager, Partner
  • John MacDougall joined Baillie Gifford in 2006, moving from the Japanese Specialist team to the Global Discovery team in 2011.
    He graduated with a BA in Ancient & Modern History from Oxford University in 2000 and is a CFA Charterholder.

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.


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