Management
| ISIN | GB0006059116 |
|---|---|
| Share Class | Accumulation |
| Ongoing Charge | 1.5633% |
| Annual Management Charge | 1.5% |
| Manager Company | Baillie Gifford |
|---|---|
| Fund Type | Open Ended Investment Company |
| Benchmark | Global Small/Mid-Cap Equity |
| Domicile | GBR |
| For Sale in | United Kingdom |
| Name | John MacDougall |
|---|---|
| Since | 31 January 2025 |
| Bio | John is an Investment Manager and member of the Long Term Global Growth (LTGG) and China A-Share teams. He has been a Partner in the firm since 2016. He joined Baillie Gifford in 2000 as a part of the North American department and then went on to work in the Japan and Global Discovery teams before joining his current teams. John graduated MA in Ancient & Modern History from the University of Oxford in 2000. |
| Name | Douglas Brodie |
|---|---|
| Since | 03 May 2011 |
| Bio | Douglas Brodie joined Baillie Gifford in 2001 and is Head of the Discovery Team. Mr. Brodie became a Partner in 2015 and is a CFA Charterholder. He graduated BSc in Molecular Biology & Biochemistry from the University of Durham in 1997 and attained a DPhil in Molecular Immunology from the University of Oxford in 2001. Mr. Brodie has been a member of the team in 2021. |
| Name | Svetlana Viteva |
|---|---|
| Since | 01 January 2018 |
| Bio | Ms. Viteva joined Baillie Gifford in 2012 and, in addition to managing Baillie Gifford U.S. Discovery Fund, is an portfolio manager in the Discovery Team. She is a CFA Charterholder. Ms. Viteva is also a Deputy Manager of the global small cap investment trust, Edinburgh Worldwide Investment Trust. She graduated BA in Economics and BA in Business Administration from the American University in Bulgaria in 2008, MSc in Investment Analysis in 2009 and PhD in Accounting and Finance in 2012, both from the University of Stirling. Ms. Viteva has been a member of the team since the Fund's inception in 2021. |
Objective The Fund aims to outperform (after deduction of costs) the S&P Global Small Cap Index, as stated in sterling, by at least 2% per annum over rolling five-year periods. Policy The Fund will invest at least 90% in shares of companies in any country and in any sector which typically at the time of initial purchase have a market capitalisation of US$10 billion or less. The Fund may also invest in other transferable securities of companies anywhere in the world and money market instruments. The Fund will be actively managed. Other Information You can sell some or all of your shares on any business day in the United Kingdom by contacting our Dealing Department by phone or post. Where properly completed documentation is received by post, shares will be sold at the next valuation point following receipt of the instruction. Income will be re-invested. No further shares will be purchased but the reinvestment will be reflected in the price of your existing accumulation shares. You are, however, deemed to have received the income for tax purposes. For further explanation and information see the investment objective and policy section of the Prospectus, which is available by contacting us. Recommendation: this Fund may not be appropriate for investors who plan to withdraw their money within five years.