About BGCSX
The Baillie Gifford EAFE Plus All Cap Fund Institutional Class is an actively managed mutual fund designed to provide capital appreciation by investing in a diversified portfolio of international growth stocks. Focusing primarily on developed markets outside of North America, the fund selects between 60 and 90 equities, with the potential to allocate up to 15% of its holdings to emerging market companies. The selection process emphasizes bottom-up research, targeting firms with strong long-term growth prospects, robust competitive advantages, and sound financials. The fund typically displays a high active share relative to its benchmark, the MSCI EAFE Index, reflecting its differentiated, conviction-driven approach. Sectors represented include technology, industrials, financial services, consumer cyclicals, and healthcare, among others. By maintaining long-term holdings and a relatively low turnover, the fund seeks to harness the performance of innovative companies positioned for sustainable growth across diverse regions, making it a distinctive choice for institutional investors seeking exposure to global equity markets outside the US and Canada.
Category Foreign Large Growth
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BGCSX
Share Class Institutional Class
Index MSCI EAFE TR USD
BGCSX had a total return of 16.30% in the past year, including dividends.
Since the fund's inception, the average annual return has been 5.31%.
