About BGLOX
The Baillie Gifford Long Term Global Growth Fund is an actively managed mutual fund that targets **long-term capital appreciation** by investing in global equities with high growth potential. Its primary focus is on identifying and holding a select group of exceptional companies worldwide, aiming for those with the capacity to grow significantly in size and influence over many years. The fund employs a bottom-up, stock-driven investment approach, constructing a concentrated portfolio of typically 30 to 60 holdings, with a preference for businesses demonstrating innovative business models, strong earnings growth, and transformational potential. This strategy means the fund is relatively unconstrained by geographic location, sector, or market benchmarks, although it references the MSCI ACWI Index for performance comparison.
As of September 30, 2025, the fund managed approximately $1.1 billion in assets, with notable sector exposures to technology, consumer services, media, and healthcare. The fund is characterized by higher volatility and an active share indicating significant deviation from its benchmark, driven primarily by concentrated bets on its highest conviction ideas. It appeals to investors seeking exposure to disruptive companies across both developed and emerging markets, and it stands out for its consistent long-term perspective, typically resulting in low portfolio turnover relative to peers.
Fund Family Baillie Gifford Funds
Category World Large-Stock Growth
Stock Exchange NASDAQ
Ticker Symbol BGLOX
Share Class Class 3
