About BGPWX
The Baillie Gifford Developed EAFE All Cap Fund is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in growth-oriented stocks from developed markets outside the United States and Canada. The fund’s strategy is guided by a bottom-up stock selection process and typically holds a diversified portfolio of 50 to 90 companies, chosen for their potential to outperform the market over extended periods. Its investable universe spans large-, mid-, and small-cap equities across Europe, Australasia, and the Far East, aligning with the MSCI EAFE Index as its benchmark. Notable portfolio sectors include technology, industrials, financial services, and consumer discretionary, and recent top holdings featured firms like ASML Holding, Atlas Copco, and LVMH.
This fund’s approach emphasizes active management and differentiation from its benchmark, with an active share of approximately 85% and an annual turnover rate around 15–18%. It is designed for diversification across regions and sectors, which helps mitigate risk associated with any single company or market segment. The fund appeals to investors seeking exposure to developed international markets and growth opportunities beyond the U.S., contributing to global equity diversification in a broader investment portfolio.
Category Intl Multi-Cap Growth
Stock Exchange NASDAQ
Ticker Symbol BGPWX
Share Class Class 4
Index MSCI EAFE TR USD
