reports
- James Carthew
- Matthew Read
Baillie Gifford UK Growth Trust – A recipe for a rerating?
As the most growth-orientated fund amongst its peers, Baillie Gifford UK Growth Trust (BGUK) has faced particularly strong headwinds during the last 18 months, as investors have either sought sanctuary in value and defensive stocks, or pulled money out of equities altogether. Despite these challenges, BGUK has provided an NAV total return of 4.9% over the last year (peer group average of 3.3%) and, at an operational level its companies continue to perform well. The managers have reiterated thei...
- James Carthew
- Matthew Read
Baillie Gifford UK Growth Trust – A recipe for a rerating?
A comparison of Baillie Gifford UK Growth Trust (BGUK) against its peers suggest that it is the most growth-orientated fund in the group, and so it has likely faced particularly strong headwinds during the last 18 months, as investors have favoured value and defensive stocks. Despite these challenges, BGUK has provided an NAV total return of 4.9% over the last year (peer group average of 3.3%) and its managers say that, at an operational level, its companies continue to perform well. The manage...
- James Carthew
ATST ALLIANCE TRUST PLC
GCL GEIGER COUNTER
SLPE STANDARD LIFE PRIVATE EQUITY TRUST
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
JII JPMORGAN INDIAN INV TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
MTE MONTANARO EUROPEAN SMALLER C.TST
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SDV CHELVERTON UK DIVIDEND TRUST
BGUK BAILLIE GIFFORD UK GROWTH FUND PLC
GIF GULF INVESTMENT FUND
PCFT POLAR CAPITAL GLOBAL FINANCIALS TRUST
SMT SCOTTISH MORTGAGE INVESTMENT TRUST PLC
RICA RUFFER INVESTMENT COMPANY
BHMG BH MACRO (GBP)
VNH VIETNAM HOLDING
WTAN WITAN INVESTMENT CO. PLC
CHRY CHRYSALIS INVESTMENTS
EBOX TRITAX EUROBOX GBP
MTU MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC
CBA CEIBA INVESTMENTS
ATT ALLIANZ TECHNOLOGY TRUST PLC
CIN CITY OF LONDON GROUP PLC
API ABRDN PROPERTY INCOME TRUST
- James Carthew
ATST ALLIANCE TRUST PLC
GCL GEIGER COUNTER
SLPE STANDARD LIFE PRIVATE EQUITY TRUST
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
JII JPMORGAN INDIAN INV TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
MTE MONTANARO EUROPEAN SMALLER C.TST
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SDV CHELVERTON UK DIVIDEND TRUST
BGUK BAILLIE GIFFORD UK GROWTH FUND PLC
GIF GULF INVESTMENT FUND
PCFT POLAR CAPITAL GLOBAL FINANCIALS TRUST
SMT SCOTTISH MORTGAGE INVESTMENT TRUST PLC
RICA RUFFER INVESTMENT COMPANY
BHMG BH MACRO (GBP)
VNH VIETNAM HOLDING
WTAN WITAN INVESTMENT CO. PLC
CHRY CHRYSALIS INVESTMENTS
EBOX TRITAX EUROBOX GBP
MTU MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC
CBA CEIBA INVESTMENTS
ATT ALLIANZ TECHNOLOGY TRUST PLC
CIN CITY OF LONDON GROUP PLC
API ABRDN PROPERTY INCOME TRUST
- James Carthew
- Jayna Rana
- Matthew Read
Baillie Gifford UK Growth - Patience will be rewarded
Baillie Gifford UK Growth Trust (BGUK) has seen a marked fall in its NAV during the last 12 months at a time when inflation expectations have risen, bringing with them interest rate rises and, quite possibly, a recession. The derating of many growth stocks has been severe and BGUK’s managers say that selling has been indiscriminate, with good companies being hit as well as the bad. However, this provides an opportunity for long-term investors in their view. They have been reappraising their inve...
- James Carthew
- Jayna Rana
- Matthew Read
Baillie Gifford UK Growth - Patience will be rewarded
Baillie Gifford UK Growth Trust (BGUK) has seen a marked fall in its NAV during the last 12 months as inflation expectations have risen, bringing with them interest rate rises and, in all likelihood, a recession. The derating of many growth stocks has been severe and BGUK’s managers say that selling has been indiscriminate, with good companies being hit as well as the bad. However, this provides an opportunity for long-term investors. They have been reappraising their investment cases in light o...
- James Carthew
- Matthew Read
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 tea...
- Matthew Read
Looking way beyond the now
It is now just over three years since Baillie Gifford, a house famed for its growth investment strategies, took over the management of Baillie Gifford UK Growth Trust (BGUK). This move has paid off with absolute and relative performance versus peers improving dramatically, while a marked discount 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 a...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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