About BGEVX
The Baillie Gifford International Growth Fund Class 5 is an open-end mutual fund specializing in international equities, aiming to achieve capital appreciation. Managed by Baillie Gifford, the fund invests primarily in a diversified portfolio of growth-oriented companies outside the United States, including both developed and emerging markets. An actively managed portfolio, it typically holds over 50 stocks, with a high active share and a relatively low turnover rate, emphasizing long-term investments usually held for at least five years. The fund’s strategy distinguishes itself by focusing on firms with the potential to grow significantly faster than the market, regardless of their benchmark weightings. The portfolio is often concentrated in innovative sectors such as technology, consumer cyclical, and communication services, with notable holdings like ASML Holding, MercadoLibre, Spotify, and Ferrari. Designed for institutional investors, it features a cost-competitive structure, a significant allocation to top holdings, and aims to outperform the MSCI ACWI ex US Index over the long term, playing a significant role in diversifying global equity exposure for investors.
Fund Family Baillie Gifford Funds
Category Foreign Large Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BGEVX
Share Class Class 5
Index MSCI AC World ex USA TR USD
BGEVX had a total return of 12.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.97%.
