About BGASX
The Baillie Gifford Global Alpha Equities Fund Institutional Class is an actively managed mutual fund with a primary focus on capital appreciation through global equity investments. Managed by Baillie Gifford, the fund targets companies worldwide that demonstrate the potential for sustainable, above-average earnings growth over the long term. It employs a growth-oriented, bottom-up investment strategy, constructing a diversified portfolio that is distinct from its benchmark, the MSCI ACWI Index, as indicated by its high active share—typically around 79% to 90%. The fund generally holds between 70 and 120 stocks and is characterized by a low annual turnover rate, reflecting an average holding period of over five years per company, which aligns with its long-term investment philosophy.
The portfolio spans a wide range of sectors, including technology, consumer discretionary, healthcare, industrials, and financials, with notable holdings in major global corporations. The Baillie Gifford Global Alpha Equities Fund Institutional Class is designed for institutional investors seeking exposure to high-growth equities across developed and emerging markets, offering portfolio diversification and the potential for superior long-term returns relative to traditional benchmarks.
Fund Family Baillie Gifford Funds
Category World Large-Stock Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BGASX
Share Class Institutional Class
Index MSCI AC World TR USD
BGASX had a total return of 6.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.83%.
