Baillie Gifford Long Term Global Growth Investment Fund B Inc

Category Global Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£13.58

arrow-up£0.21 (+1.57%)

Fund Code

BFTBI

BD5Z107

GB00BD5Z1070

Prices updated as at 12 Dec 2024

Prices in GBP

Investment objective

The Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in Sterling, by at least 2.5% per annum over rolling five-year periods. The Fund will invest at least 90% in shares of companies. The Fund will be actively managed and will invest in companies in any country and in any sector which, typically at the time of purchase, have a market capitalisation of more than US$4 billion. The Fund will be concentrated, typically comprising of between 30 and 60 holdings.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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.

Annual performance (%)

Year	This fund	Global Large-Cap Growth Equity
30 Sep 13 - 30 Sep 14	-	-
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	-	-
30 Sep 18 - 30 Sep 19	-	-
30 Sep 19 - 30 Sep 20	93.91	17.23
30 Sep 20 - 30 Sep 21	21.30	18.39
30 Sep 21 - 30 Sep 22	-38.09	-14.91
30 Sep 22 - 30 Sep 23	8.36	8.18
30 Sep 23 - 30 Sep 24	27.98	17.63

Trailing returns (%)

Year	This fund	Global Large-Cap Growth Equity
1 Day	-1.62	-0.08
1 Month	6.28	2.22
3 Months	24.60	9.24
6 Months	16.16	7.22
1 Year	36.86	20.12
3 Years annualised	-0.95	2.72
5 Years annualised	17.01	10.19

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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Baillie Gifford Long Term Global Growth Fund