About BGATX
The Baillie Gifford Global Alpha Equities Fund is an actively managed mutual fund designed for long-term investors seeking capital appreciation from a diversified global portfolio. Its primary purpose is to identify and invest in companies around the world that show the potential for sustainable, above-average earnings growth over many years, without strict adherence to a specific benchmark but with reference to the MSCI ACWI Index for context. The fund targets a wide opportunity set, investing across developed and emerging markets, and typically prioritizes growth-oriented companies with strong competitive advantages, robust management teams, and favorable long-term prospects. Under normal circumstances, it maintains at least 40% of its assets in non-U.S. companies, highlighting its global reach and flexibility in navigating varying market conditions. The Baillie Gifford Global Alpha Equities Fund stands out for its concentrated, research-driven approach, holding between 70 and 120 stocks, and features relatively low turnover due to its long-term investment horizon. This strategy is designed to deliver differentiated returns while participating in the growth trajectory of leading global enterprises across technology, consumer, healthcare, and other key sectors.
Fund Family Baillie Gifford Funds
Category Global Multi-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BGATX
Share Class Class 2
Index MSCI AC World TR USD
BGATX had a total return of 2.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.54%.
