About BGEHX
Baillie Gifford Emerging Markets Equities 2 Fund is an actively managed mutual fund focused on capturing long-term capital appreciation by investing in equity securities of companies based in emerging and frontier markets. The fund employs a bottom-up stock selection approach, seeking firms with attractive long-term growth prospects across various sectors such as technology, energy, and consumer cyclical industries. Its portfolio typically consists of 60 to 100 holdings, with notable exposure to major emerging-market economies like China, Taiwan, South Korea, India, and Brazil. Key holdings often include industry leaders such as Taiwan Semiconductor Manufacturing Co., Samsung Electronics, and Tencent Holdings.
The fund is benchmarked against the MSCI Emerging Markets Index, though it is not strictly constrained by this standard and can deviate significantly to pursue its growth-oriented strategy. Its investment process leverages in-depth company research and input from global investment teams at Baillie Gifford, seeking to identify transformative businesses in markets that may be less researched and less liquid than developed markets. With a competitive expense structure and a focus on long-term opportunity, the fund serves institutional and sophisticated investors aiming to tap into the dynamic growth potential of emerging economies.
Fund Family Baillie Gifford Funds
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BGEHX
Share Class Class 2
Index MSCI EM (Emerging Markets) TR USD
BGEHX had a total return of 43.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.62%.
