Baillie Gifford Managed Fund B Inc
Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
938.90p
7.50p (+0.81%)
Fund Code
BFMGI
0600790
GB0006007909
Prices updated as at 20 May 2025
Prices in GBX
Investment objective
The Sub-fund aims to achieve capital growth over rolling five-year periods. The Sub-fund will be actively managed and will invest in a combination of shares, bonds and cash with a minimum of 60% in shares and 10% in bonds and cash.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 10.66 | 10.85 |
| 31 Mar 15 - 31 Mar 16 | 0.51 | -2.93 |
| 31 Mar 16 - 31 Mar 17 | 21.95 | 17.37 |
| 31 Mar 17 - 31 Mar 18 | 6.32 | 1.40 |
| 31 Mar 18 - 31 Mar 19 | 8.36 | 3.97 |
| 31 Mar 19 - 31 Mar 20 | 0.17 | -8.04 |
| 31 Mar 20 - 31 Mar 21 | 46.46 | 26.61 |
| 31 Mar 21 - 31 Mar 22 | -8.26 | 5.02 |
| 31 Mar 22 - 31 Mar 23 | -8.55 | -4.73 |
| 31 Mar 23 - 31 Mar 24 | 10.32 | 10.39 |
| 31 Mar 24 - 31 Mar 25 | 1.84 | 3.05 |
Trailing returns (%)
| Year | This fund | GBP Allocation 60-80% Equity |
|---|---|---|
| 1 Day | -0.85 | -0.16 |
| 1 Month | 8.11 | 5.83 |
| 3 Months | -4.71 | -2.66 |
| 6 Months | 2.90 | 1.21 |
| 1 Year | 5.50 | 3.36 |
| 3 Years annualised | 7.66 | 5.51 |
| 5 Years annualised | 4.50 | 6.57 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
