About BGESX
The Baillie Gifford International Growth Fund Institutional Class is a mutual fund focused on achieving capital appreciation by investing primarily in international equities. Managed by Baillie Gifford Overseas Limited, the fund targets companies outside the United States, with an emphasis on growth-oriented businesses that have the potential to outperform global peers over the long term. It is unconstrained by market capitalization and often participates in initial public offerings, allowing for flexible investment across developed and emerging markets.
This fund is categorized in the "Foreign Large Growth" segment and typically holds a committed portfolio of international growth stocks, actively managed with a low turnover strategy. Its holdings span various sectors, with significant allocations to technology, consumer cyclicals, industrials, healthcare, and communication services. Noteworthy companies in the top holdings include ASML Holding NV, MercadoLibre Inc, Spotify Technology SA, and Taiwan Semiconductor Manufacturing Co Ltd. The portfolio tends to have a high active share and is constructed with little regard for benchmark composition, relying primarily on long-horizon fundamental research.
With a competitive expense ratio that is below the category average, the fund is designed for institutional investors seeking diversified exposure to the growth potential of companies operating in Europe, Australasia, the Far East, and other non-U.S. markets.
Fund Family Baillie Gifford Funds
Category Foreign Large Growth
Performance Rating Low
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BGESX
Share Class Institutional Class
Index MSCI AC World ex USA TR USD
BGESX had a total return of 3.59% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.28%.
