Baillie Gifford Managed Fund

Select share classes

Baillie Gifford Managed Fund B Acc

Category GBP Allocation 60-80% Equity
star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

1,399.00p

arrow-down-17.00p (-1.20%)

Fund Code

BFMGA

0601016

GB0006010168

Prices updated as at 25 Apr 2024
|
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
, 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.

Growth of 1,000 as of 26 Apr 2024, 14:04

Trailing returns (%) as of 26 Apr 2024, 14:04

Annual performance (%)

YearThis fundGBP Allocation 60-80% Equity
31 Mar 13 - 31 Mar 146.575.72
31 Mar 14 - 31 Mar 1510.6410.85
31 Mar 15 - 31 Mar 160.53-2.93
31 Mar 16 - 31 Mar 1721.9617.37
31 Mar 17 - 31 Mar 186.311.40
31 Mar 18 - 31 Mar 198.393.97
31 Mar 19 - 31 Mar 200.19-8.04
31 Mar 20 - 31 Mar 2146.3926.61
31 Mar 21 - 31 Mar 22-8.195.02
31 Mar 22 - 31 Mar 23-8.51-4.73
31 Mar 23 - 31 Mar 2410.2110.39

Trailing returns (%)

YearThis fundGBP Allocation 60-80% Equity
1 Day-1.20-0.32
1 Month-2.78-0.95
3 Months3.403.91
6 Months13.4610.85
1 Year7.047.73
3 Years annualised-5.082.23
5 Years annualised4.744.27
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.