About BGCJX
The Baillie Gifford EAFE Plus All Cap Fund - Class 3 is an actively managed mutual fund designed to achieve long-term capital appreciation through investment in international equities. Focusing primarily on growth stocks, the fund typically holds between 60 and 90 companies spanning developed markets across Europe, Australasia, and the Far East, with the flexibility to allocate up to 15% of its assets to emerging markets. The portfolio is constructed through bottom-up stock selection by the International All Cap Portfolio Construction Group, emphasizing companies with strong growth potential, competitive advantages, and robust financials. The fund maintains a diversified approach across sectors and regions, with notable country exposures including the United Kingdom, Japan, Sweden, and Switzerland. It adheres to a long-term investment horizon, reflected in its relatively low annual turnover. The fund's benchmark is the MSCI EAFE Index, yet it exhibits a high active share, demonstrating significant deviation from the index in pursuit of superior growth opportunities. This fund plays a key role in offering investors access to global growth companies outside the United States, suitable for those seeking diversification and exposure to international equity markets.
Fund Family Baillie Gifford Funds
Category Foreign Large Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BGCJX
Share Class Class 3
Index MSCI EAFE TR USD
BGCJX had a total return of 8.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.08%.
