Baillie Gifford UK And Worldwide Equity Fund

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Baillie Gifford UK and Worldwide Equity Fund B Income

Category Global Flex-Cap Equity

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

Last buy/sell price

£1.59

arrow-up£0.003 (+0.19%)

Fund Code

BFUWA

BZ3G2C5

GB00BZ3G2C58

Prices updated as at 22 May 2026

Prices in GBP

Investment objective

The Sub fund aims to outperform (after deduction of costs) a composite index comprising 60% UK and 40% overseas equities, as stated in sterling over rolling five-year periods. The composite index is calculated by Baillie Gifford and comprises: 60% FTSE All-Share Index and 40% overseas indices. The overseas element is currently made up of 28% FTSE North America Index; 28% FTSE Europe (ex UK) Index; 28% MSCI Pacific Index and 16% MSCI Emerging Markets Index. The Sub-fund will invest at least 90% directly or indirectly in shares of UK and overseas companies. The indirect investment will be through collective investment schemes (including those managed or operated by the ACD). The Sub-fund will be actively managed and may invest in shares of companies from any country, sector and in shares of companies of any size, however the Sub-fund will have a bias to UK companies.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document , SDR Consumer facing disclosure, 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.

Fund launch date

08 Sep 2017

Domicile

United Kingdom

UCITS

Yes

Fund manager

Iain McCombie

Manager start date

08 Sep 2017

Fund manager biography

Iain is the head of our UK Equity Team and lead manager of the UK Equity Core Strategy. He is also the joint manager on our flagship Managed Strategy, which he has been involved in since 2000, and became a partner of the firm in 2005. Iain graduated MA in Accountancy from the University of Aberdeen and subsequently qualified as a Chartered Accountant.

Fund manager

Andrew Stobart

Manager start date

08 Sep 2017

Fund manager biography

Andrew Stobart has been a portfolio manager in the Emerging Markets Team since 2007 and sits on the Emerging Markets All Cap Portfolio Construction Group. Mr. Stobart has also been a member of the International Alpha Portfolio Construction Group since 2008. Since joining Baillie Gifford as an Investment Analyst in 1991, Mr. Stobart has worked in the U.K., Japanese and North American Teams. Prior to joining Baillie Gifford, Mr. Stobart spent three years working in Investment Banking in London. Mr. Stobart graduated MA in Economics from the University of Cambridge in 1987. Mr. Stobart has been a member of the team since 2007.

Head office

3 St Helen’s Place

London

United Kingdom

EC3A 6AB

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