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Baillie Gifford Global Alpha Equities Fund Class 2 (BGATX)

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18.07 -0.13    -0.74%
27/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 212.08M
Type:  Fund
Market:  United States
Issuer:  Baillie Gifford Funds
Underlying:  MSCI ACWI Net USD
Asset Class:  Equity
Baillie Gifford Global Alpha Equity 2 18.07 -0.13 -0.74%

BGATX Overview

 
On this page you'll find an in-depth profile of Baillie Gifford Global Alpha Equities Fund Class 2. Learn about the key management, total assets, investment strategy and contact information of BGATX among other information.
Category

World Large-Stock Growth

Total Assets

212.08M

Expenses

0.65%

Inception Date

42121

Investment Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It invests predominantly in a diversified portfolio of securities issued by companies located in countries represented in the MSCI ACWI Index. The fund invests in a range of companies globally. It ordinarily invests in securities of issuers located in at least three different countries.

Contact Information

Address Edinburgh Scotland
Uk Eh3 8e4,X0 00000
United States
Phone -

Top Executives

Name Title Since Until
Helen Xiong Investment Manager 2021 Now
Biography Ms. Xiong joined Baillie Gifford in 2008 and is a Partner and investment manager on the Global Alpha Team. In addition to Global Alpha, Ms. Xiong has spent time working on the Manager's Developed Asia, UK, North America, Emerging Markets and Global Equity Teams. Before coming to live and work in the UK, Ms. Xiong lived in China, South Africa and Norway. She graduated BSc (Hons) in Economics from the University of Warwick in 2007 and MPhil in Economics from the University of Cambridge the following year. Ms. Xiong has been a member of the team since 2021.
Spencer Adair Portfolio Manager 2011 Now
Biography Spencer joined Baillie Gifford in 2000 and is an Investment Manager in the Global Alpha Team. He became a Partner in 2013 and has also spent time working in the Fixed Income, Japanese, European and UK Equity Teams. Spencer graduated BSc in Medicine from the University of St Andrews in 1997, followed by two years of clinical training in Edinburgh.
Malcolm MacColl Portfolio Manager 2011 Now
Biography Malcolm is an Investment Manager in the Global Alpha Team, having been involved with Global Alpha since the product’s inception in 2005. He became a Partner of the firm in 2011. Malcolm joined Baillie Gifford in 1999 and has spent time working in the UK Small Cap and North American Teams. He is a member of the UK Society of Investment Professionals. Malcolm graduated MA in Economics and History in 1998 and MLitt in Economics, Politics and Management in 1999, both from the University of St Andrews.
Charles Plowden Senior Partner 2011 2021
Biography Since the inception of Global Alpha in 2005, Mr. Plowden has been one of the three portfolio managers for the strategy. After becoming a Partner in 1988, he became Joint Senior Partner with overall responsibility for the investment departments in 2006. Mr. Plowden is also Chair of the Strategic Leadership Group. He joined Baillie Gifford in 1983 and was a portfolio manager in the UK Equity Team for over 20 years notably developing Baillie Gifford’s specialist UK capabilities, and was latterly head of the team. Charles graduated BA in Modern History from the University of Oxford in 1983.
Jenny Davis Portfolio Manager 2015 2016
Biography Jenny Davis is a portfolio manager for International Alpha clients and has been a member of the International Alpha Portfolio Construction Group (PCG) since 2016. She joined Baillie Gifford in 2011 and worked on two of the Manager's global equity strategies, having started her career at Neptune Investment Management. Ms. Davis graduated MA in Music from the University of Oxford in 2008, and latterly undertook postgraduate studies in Psychotherapy at the University of Edinburgh. Ms. Davis has been a member of the team since 2016.
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