Quick Stats

Mid Price GBX 909.40 Day Change GBX +8.50 (0.94%)
Price Date 21 Mar 2019 Crown Rating 3
Shares Class Acc. Yield 0.21 %
Last Ex-Dividend Date 01 May 2018 Dividend Frequency Annually
Sector North America Fund Size 2,162,686,000.00
Launch Date 31/07/1997 Standard Initial Charge 0.00%
Ongoing cost 0.02% Annual Management Charge 0.00%
ISIN GB0006062151 Sedol 0606215

Fund Objective

The objective is to produce capital growth over the long term.The Sub-fund will invest principally in equities of companies which are listed, quoted, traded, incorporated, domiciled or conducting a significant portion of their business in the United States of America. Such investment may be direct or indirect and the portfolio will be concentrated.The Sub-fund may also invest in other equities, cash, and near cash. Up to (but no more than) 10% in value of the Sub-fund may be invested in each of the following: (1) collective investment schemes, including those managed or operated by the ACD and (2) deposits.The Sub-fund will be actively managed and investment may be made in any economic sector.

Fund Managers

Tom Slater
Tom graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000. He joined Baillie Gifford the same year and worked in the Developed Asia and UK Equity Teams before joining the Long Term Global Growth Team at the start of 2009. Tom became a Partner in the firm in 2012. Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in January 2015 having served as Deputy Manager for the previous five years. In 2015 Tom was appointed Head of the North American Equities Team and is a decision maker on Long Term Global Growth portfolios. Tom’s investment interest is focused on high growth companies both in listed equity markets and as an investor in private companies.
Gary Robinson
Gary graduated MBiochem in Biochemistry from Oxford University in 2003. Having previously spent the summer with Baillie Gifford in 2002, he joined the firm full-time in September 2003. Gary is an Investment Manager in the North American Equity Team and a CFA Charterholder.
Helen Xiong
Helen graduated BSc (Hons) in Economics from Warwick University in 2007 and an MPhil in Economics from the University of Cambridge the following year. She joined Baillie Gifford in 2008 and has spent time working on our Developed Asia, UK, North America, Emerging Markets, and Global equity teams prior to becoming an investment manager in the US Equities team. Before coming to live and work in the UK, Helen has lived in China, South Africa, and Norway.
Kirsty Gibson
Kirsty graduated MA (Hons) in Economics from the University of Edinburgh in 2011 and MSc in Carbon Management also from the University of Edinburgh in 2012. Kirsty joined Baillie Gifford in 2012 and is an Investment Manager in the US Equities Team. She is a member of the Positive Change Portfolio Construction Group.