About BGEPX
Baillie Gifford Emerging Markets Equities Fund is a growth-oriented investment fund focused on capital appreciation through equity investments in emerging market countries. The fund employs a bottom-up stock selection process, aiming to identify companies with attractive long-term growth potential primarily in emerging and frontier markets. It invests at least 80% of its assets in equities from countries included in the MSCI Emerging Markets Index, with flexibility across market capitalizations and sectors. Its portfolio typically consists of 60 to 100 stocks, often with significant exposure to technology, consumer cyclical, and energy sectors, and includes major holdings such as Taiwan Semiconductor Manufacturing, Tencent Holdings, and MercadoLibre. The fund is managed with an emphasis on fundamental research and a long-term investment horizon, targeting companies with strong earnings growth, competitive advantages, and solid financials. Relative to its benchmark, it exhibits higher growth metrics and volatility, reflecting its concentrated and active investment approach in emerging markets equities.
Fund Family Baillie Gifford Funds
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BGEPX
Share Class Class 4
Index MSCI EM (Emerging Markets) TR USD
BGEPX had a total return of 50.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.22%.
