About BGELX
The Baillie Gifford Emerging Markets Equities Fund 3 is a diversified, actively managed mutual fund focused on achieving capital appreciation by investing in equities within emerging markets. Guided by a long-term growth strategy, the fund employs fundamental, bottom-up analysis to select holdings, typically constructing a portfolio of 60 to 100 stocks. Managed by Baillie Gifford’s dedicated emerging markets team, the fund seeks significant upside potential in each investment, with a notable preference for growth-oriented companies across sectors such as technology, communication services, consumer cyclical, and energy.
The fund’s benchmark is the MSCI Emerging Markets Index, and it maintains a high active share, reflecting its conviction-driven investment process. Its portfolio includes major firms like Taiwan Semiconductor Manufacturing, Tencent, MercadoLibre, and Reliance Industries, providing exposure to dynamic regions and sectors poised for long-term development. With competitive expense ratios and relatively low portfolio turnover, the fund is designed to offer institutional investors access to the expanding opportunities of emerging markets while maintaining disciplined risk oversight.
Fund Family Baillie Gifford Funds
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BGELX
Share Class Class 3
Index MSCI EM (Emerging Markets) TR USD
BGELX had a total return of 46.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.42%.
