QuotedData Retail - Baillie Gifford UK Growth Fund Plc (BGUK) Baillie Gifford UK Growth Trust – Significant catch up potential

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QuotedData Retail

Baillie Gifford UK Growth Trust – Significant catch up potential

After three challenging years, there are now signs that sentiment towards both growth stocks and the wider UK market is improving. Baillie Gifford UK Growth Trust (BGUK) has been a clear beneficiary of this, delivering a marked uptick in performance over the past year. The tide may be turning, but UK equities in general – and growth names in particular – remain deeply out of favour versus their global peers. This leaves significant catch-up potential if conditions continue to improve, particularly as its managers still observe that, in aggregate, its companies are performing well at the operational level.

While the path to any recovery is rarely a straight line, shareholders can take comfort from BGUK’s new single-digit discount control policy, which has already had a tangible impact, and from the fact that there are multiple safeguards in place – including an additional continuation vote in 2027 (as well as the regular five-yearly vote in 2029) and a performance-linked tender offer in 2029 should the trust’s NAV per share lag the FTSE All-Share over the five years to 30 April 2029.

28/08/2025 30 EN

Underlying

Baillie Gifford UK Growth Fund Plc

Baillie Gifford Growth Fund carries on business as an investment trust. Co.'s business is investing in financial assets with a view to profiting from their total return in the form of income and capital growth. Co.'s alternative investment fund manager, Schroder Unit Trusts Limited, implements the investment strategy and manages Co.'s assets in line with the appropriate restrictions placed on Co. by the board, including limits on the type and relative size of holdings which may be held in the portfolio and on the use of gearing, cash, derivatives and other financial instruments as appropriate.

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GB0007913485 London Stock Exchange United Kingdom

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QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

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Baillie Gifford UK Growth Trust – Significant catch up potential

Baillie Gifford UK Growth Trust – A recipe for a rerating?

Baillie Gifford UK Growth Trust – A recipe for a rerating?

Alliance Witan – Returns based more in reality than hope

NextEnergy Solar Fund – New focus on total returns

BlackRock American Income Trust – On the up

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