Baillie Gifford US Growth Trust plc (USA)

Category US Flex-Cap Equity

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

Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.

Sell

286.50p

Buy

288.00p

arrow-down-0.50p (-0.17%)

Discount/Premium

-2.38%

Estimated NAV

293.493p

Prices updated at 12 Dec 2025, 16:35 GMT

Prices minimum 15 mins delay

Prices in GBX

Investment objective

To invest predominantly in listed and private US companies which the Company believes have the potential to grow substantially faster than the average company, and to hold onto them for long periods of time, in order to produce long term capital growth.

FTSE All-Share

-0.48%

LSE

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.

Company name

Baillie Gifford & Co Limited.

Legal structure

Closed Ended Investment Company

Domicile

United Kingdom

Fiscal year end

31 May 2026

Launch date

23 Mar 2018

Lead manager

Gary Robinson

Lead manager start date

23 Mar 2018

Lead fund manager biography

Gary has been a member of the Global Stewardship Portfolio Construction Group since its inception in 2015 and is an Investment Manager in the US Equities Team. He graduated MBiochem in Biochemistry from the University of Oxford in 2003 and joined Baillie Gifford the same year. He spent time working on our Japanese, UK and European Equity Teams before moving to the US Equities Team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector dating back to his undergraduate degree. Gary became a Partner of the firm in 2019.

Head office

Calton Square

1 Greenside Row

Edinburgh

United Kingdom

EH1 3AN

44 0131 275 2000

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Company website

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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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