Management
| ISIN | GB0006061963 |
|---|---|
| Share Class | Accumulation |
| Ongoing Charge | 0.5267% |
| Annual Management Charge | 0.5% |
| Manager Company | Baillie Gifford |
|---|---|
| Fund Type | Open Ended Investment Company |
| Benchmark | US Large-Cap Growth Equity |
| Domicile | GBR |
| For Sale in | United Kingdom |
| Name | Tom Slater |
|---|---|
| Since | 04 January 2016 |
| Bio | Tom graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000. He joined Baillie Gifford the same year and worked in the 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. Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in January 2015 having served as Deputy Manager for the previous five years. In 2015 Tom was appointed Head of the North American Equities Team and is a decision maker on Long Term Global Growth portfolios. Tom’s investment interest is focused on high growth companies both in listed equity markets and as an investor in private companies. |
| Name | Gary Robinson |
|---|---|
| Since | 01 May 2014 |
| Bio | Gary has been a member of the Global Stewardship Portfolio Construction Group since its inception in 2015 and is an Investment Manager in the US Equities Team. He graduated MBiochem in Biochemistry from the University of Oxford in 2003 and joined Baillie Gifford the same year. He spent time working on our Japanese, UK and European Equity Teams before moving to the US Equities Team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector dating back to his undergraduate degree. Gary became a Partner of the firm in 2019. |
| Name | Kirsty Gibson |
|---|---|
| Since | 01 January 2018 |
| Bio |
| Name | Dave Bujnowski |
|---|---|
| Since | 01 June 2020 |
| Bio | Mr. Bujnowski joined Baillie Gifford in 2018 as a Senior Analyst and is now a portfolio manager in the U.S. Equities team. He became a Partner of the firm in 2021. Prior to joining Baillie Gifford, Mr. Bujnowski co-founded Coburn Ventures in 2005. In his 13 years at Coburn Ventures, Mr. Bujnowski was a Partner, primary client-facing consultant, research analyst and portfolio manager of a long-short, market neutral hedge fund. He started his career in 1996, joining Warburg Dillon Read's equity research group as an associate semiconductor analyst before joining UBS's Global Tech Strategy team. Mr. Bujnowski graduated from Boston College in 1993, where he majored in Finance and Philosophy. Mr. Bujnowski has been a member of the team since 2020. |
Objectives and investment policy Objective The Fund aims to outperform (after deduction of costs) the S&P 500 Index, as stated in sterling, by at least 1.5% per annum over rolling fiveyear periods. Policy The Fund will invest at least 90% in shares of US companies of any size and in any sector. US companies are companies which are listed, incorporated, domiciled or conduct a significant portion of their business in the US. The Fund may also invest in other transferable securities of US companies and money market instruments. The Fund will be actively managed and will be concentrated. 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.