About BGIUX
The Baillie Gifford International Alpha 4 Fund is an actively managed mutual fund focused on achieving long-term capital appreciation through investments in international equities. Centered on a growth strategy, the fund primarily invests in common stocks and other equity securities of companies located outside the United States, including both developed and emerging markets. Its investment approach is notably bottom-up, emphasizing company-level research and selection based on long-term growth prospects, competitive advantages, and management quality, rather than strict adherence to benchmark composition. The fund typically maintains a diversified portfolio of 70 to 110 companies, striving for significant relative independence from its benchmark, the MSCI ACWI ex US Index, as indicated by a high active share. Notable sector exposures include technology, consumer cyclical, communication services, and industrials, with top holdings often representing industry leaders from a variety of regions. The fund’s disciplined risk management includes regular exposure reviews to mitigate unintended concentrations. With relatively low turnover and a competitive expense ratio, the Baillie Gifford International Alpha 4 Fund is designed for institutional investors seeking diversified international growth opportunities in their portfolios.
Fund Family Baillie Gifford Funds
Category Foreign Large Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol BGIUX
Share Class Class 4
Index MSCI AC World ex USA TR USD
BGIUX had a total return of 4.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.05%.
