About BGAKX
Baillie Gifford Global Alpha Equities Fund Class K is a growth-oriented mutual fund designed to seek long-term capital appreciation by investing in a diverse array of equity securities from around the world. The fund's strategy centers on identifying companies with the potential for sustainable, above-average earnings growth, utilizing a research-driven, bottom-up investment approach. Its portfolio typically comprises 70 to 120 holdings, representing a wide range of sectors and geographies, as reflected by its benchmark, the MSCI All Country World Index (ACWI).
Distinctive features include a high active share, meaning the fund is meaningfully differentiated from its benchmark, and a long-term investment horizon, often holding positions for over five years. The fund maintains a moderate annual turnover, underlining its commitment to long-term growth themes across developed and emerging markets. Baillie Gifford Global Alpha Equities Fund Class K appeals to investors seeking global diversification and exposure to innovative companies with robust growth prospects, playing a significant role as a core holding within internationally diversified equity portfolios.
Fund Family Baillie Gifford Funds
Category World Large-Stock Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BGAKX
Share Class Class K
Index MSCI AC World TR USD
BGAKX had a total return of 12.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.89%.
