Looking way beyond the now
It is now just over three years since Baillie Gifford, an investment
management house famed for its growth-focused investment strategies,
took over the management of Baillie Gifford UK Growth Trust (BGUK).
This move has paid off, with absolute and relative performance versus
its peers (in the AIC’s UK All Companies sector) improving dramatically,
while a marked share price discount to NAV was, until recently,
eliminated.
BGUK offers investors the best ideas from Baillie Gifford’s UK equities
team. Its managers are stock pickers, with a long-term (five-to-10-year)
view, whose portfolios are managed with a consistent philosophy,
allowing them to look through short-term market noise. While markets
fret about the risk of new COVID variants, BGUK’s managers are
excited about the innovation and prospects they see for their portfolio
companies. Today’s discount opportunity could prove to be short-lived.
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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