About BGAEX
Baillie Gifford Global Alpha Equities Fund Class III is a global equity mutual fund focused on capital appreciation. The fund invests predominantly in a diversified portfolio of common stocks and other equity securities from both developed and emerging markets, with broad exposure to companies represented in the MSCI ACWI Index. Under normal conditions, it allocates at least 80% of net assets to equity securities and holds companies across multiple countries and sectors, maintaining significant investment outside the United States. The portfolio is actively managed with a growth-oriented style, targeting businesses that Baillie Gifford believes can deliver sustainable, above-average earnings growth over the long term. The fund may use various equity instruments, including depositary receipts, preferred stocks, convertible securities, and warrants, providing flexibility in implementation. Designed primarily for institutional-scale investors via this share class, it serves as a vehicle for globally diversified equity exposure within the global large-cap growth segment of the market.
Fund Family Baillie Gifford Funds
Category World Large-Stock Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BGAEX
Share Class Class 3
Index MSCI AC World TR USD
BGAEX had a total return of -19.32% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.98%.
