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Baillie Gifford American

Ranked 30 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Gary Robinson

Gary Robinson graduated MBiochem in Biochemistry from Oxford University in 2003. Having previously spent the summer with Baillie Gifford in 2002, he joined the firm full-time in September 2003. Gary is an Investment Manager in the North American Equity. He has been CFA qualified since 2006

Tom Slater

Helen Xiong

Helen Xiong joined Baillie Gifford in 2008 and is an investment manager in the North American Equity team. She graduated BSc (Hons) in Economics from Warwick University in 2007 and an MPhil in Economics from the University of Cambridge the following year.

Objective

The objective is to produce attractive returns over the long term principally through investment, whether direct or indirect, in any economic sector in the United States of America. From time to time, at the ACD's sole discretion, investment, whether direct or indirect, may also be made in any economic sector in Canada.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 30/867 Total Return
  • Rank 825/867 Standard Deviation
  • Rank 761/867 Max Drawdown
Fund Name Currency Loss
760 BT Wholesale American Share

Currency exposure is hedged

Currency exposure is hedged

AUD

-4.3%

761 Gutmann US-Portfolio EUR USD

-4.3%

761 Baillie Gifford American A Acc USD

-4.3%

763 Manulife US Dividend Income Registered USD

-4.3%

763 Manulife US Dividend Income Class USD

-4.3%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.4% 11.0%
2016 5.9% -2.7% 0.6% 10.3% -1.9%
2015 6.4% 2.3% -0.9% -3.4% 8.5%
2014 9.7% 4.0% 2.9% -3.8% 6.6%
2013 27.6% 11.2% 1.7% 5.9% 6.5%
2012 9.2% 12.1% -3.3% 3.5% -2.6%
2011 0.4% 2.4% 1.5% -12.9% 10.9%
2010 20.2% 5.6% -9.0% 11.7% 12.0%
2009 33.0% -4.6% 14.5% 11.9% 8.7%
2008 -40.5% -10.5% 8.1% -19.2% -23.9%
2007 12.9% 2.3% 6.4% 3.5% 0.2%
2006 5.0% 4.6% -3.4% 0.9% 2.9%
2005 13.6% 1.6% 3.0% 4.3% 4.1%
2004 9.5% 2.4% -0.7% -0.6% 8.4%
2003 23.6% -1.9% 10.7% 0.9% 12.7%
2002 -15.0% 1.3% -8.5% -12.5% 4.8%
2001 -10.8% -13.4% 6.5% -15.5% 14.4%
2000 8.1% 12.0% -3.4% 5.1% -4.9%
1999 13.4% 4.8% 3.7% -4.8% 9.7%
1998 16.4% 8.3% 4.1% -10.9% 16.0%
1997 3.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 8.74
Tesla Inc ORD 7.32
Facebook Inc ORD 5.99
Marketaxess Holdings Inc ORD 5.62
Alphabet Inc ORD 5.56
First Republic Bank ORD 4.33
Netflix Inc ORD 3.95
Wayfair Inc ORD 3.65
Illumina Inc ORD 3.38
GrubHub Inc ORD 3.32
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/07/1997
  • Share Class size630Mn
  • Base currencyGBP
  • ISIN GB0006061740

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).