Baillie Gifford Global Fund Quote
| BGATX Fund | USD 16.09 0.05 0.31% |
PerformanceVery Weak
| Odds Of DistressLow
|
Baillie Gifford is trading at 16.09 as of the 21st of March 2025; that is 0.31% down since the beginning of the trading day. The fund's open price was 16.14. Baillie Gifford has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities. It invests predominantly in a diversified portfolio of securities issued by companies located in countries represented in the MSCI ACWI Index. The fund invests in a range of companies globally. More on Baillie Gifford Global
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Baillie Mutual Fund Highlights
| Fund Concentration | Baillie Gifford Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Baillie Gifford Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Baillie Gifford Global [BGATX] is traded in USA and was established 21st of March 2025. Baillie Gifford is listed under Baillie Gifford Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Baillie Gifford Funds family. This fund currently has accumulated 732.69 M in assets under management (AUM) with no minimum investment requirementsBaillie Gifford Global is currently producing year-to-date (YTD) return of 0.07% with the current yeild of 0.01%, while the total return for the last 3 years was 7.45%.
Check Baillie Gifford Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baillie Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baillie Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baillie Gifford Global Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baillie Gifford Global Mutual Fund Constituents
| APA | APA Corporation | Stock | Energy | |
| V | Visa Class A | Stock | Financials | |
| AJG | Arthur J Gallagher | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| ELV | Elevance Health | Stock | Health Care | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials |
Baillie Gifford Global Risk Profiles
| Mean Deviation | 1.05 | |||
| Standard Deviation | 1.59 | |||
| Variance | 2.51 | |||
| Risk Adjusted Performance | (0.11) |
Baillie Gifford Against Markets
Other Information on Investing in Baillie Mutual Fund
Baillie Gifford financial ratios help investors to determine whether Baillie Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baillie with respect to the benefits of owning Baillie Gifford security.
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