About BGEFX
The Baillie Gifford International Growth Fund is an actively managed mutual fund specializing in international equity investments. Its primary objective is to achieve long-term capital appreciation by investing in a carefully selected portfolio of growth-oriented companies based outside the United States. The fund employs a high-conviction growth strategy, focusing on businesses with the potential to outpace broader market growth over a five-year horizon. Notably, the portfolio is constructed with minimal reference to traditional indices, resulting in a high active share and a relatively concentrated holding of around 50–60 stocks at any given time.
The fund's holdings span diverse sectors, with a significant emphasis on technology, consumer discretionary, healthcare, and industrial companies—examples include MercadoLibre, ASML Holding, and Spotify. It is designed for institutional investors and features a competitive expense ratio and low turnover, indicating a long-term, buy-and-hold approach. The fund’s benchmark is the MSCI ACWI ex US Index, though it maintains a distinct profile with a higher average market capitalization and robust historical earnings growth among its holdings. Baillie Gifford International Growth Fund is recognized for its disciplined research process and commitment to sustainable investing practices, including a zero allocation to fossil fuels.
Fund Family Baillie Gifford Funds
Category Foreign Large Growth
Performance Rating Low
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol BGEFX
Share Class Class 4
Index MSCI AC World ex USA TR USD
BGEFX had a total return of 3.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.33%.
