Baillie Gifford Overseas Growth Funds ICVC-Baillie Gifford American Fund

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Baillie Gifford American Fund B Accumulation

Category US Large-Cap Growth Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

1,335.00p

arrow-up40.00p (+3.09%)

Fund Code

BFACA

0606196

GB0006061963

Prices updated as at 24 Apr 2024
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Prices in GBX

Investment objective
The sub-fund aims to outperform (after deduction of costs) the S&P 500 Index, as stated in sterling, by at least 1.5% per annum over rolling five-year periods. The sub-fund will invest at least 90% in shares of US companies being those which are listed, incorporated, domiciled or conducting a significant portion of their business in the US. The Sub-fund will be actively managed, concentrated and will invest in companies of any size and in any sector.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnLow
Morningstar riskHigh
Morningstar rating
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5 - year
Morningstar returnBelow Average
Morningstar riskHigh
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskHigh
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskHigh
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2024

1 year3 years
-21.10-22.17
2.031.46
0.15-0.99
66.0263.91
1.11-0.16
27.3933.10
19.5721.46

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.