Baillie Gifford Long Term Global Growth is focused on and invests in transformational growth companies. It is managed by an erudite team with links to academics, industry "visionaries,” and useful contacts with unlisted companies. We have increased conviction in those at the helm and how they implement the process, resulting in a rating of High across the People and Process Pillars. The distinctive philosophy and the combination of experience, collegial interactions within the team and with other Baillie Gifford teams, and the firm's partnership structure are key to our positive view. The managers bring a distinctive and differentiated approach to portfolio management, with careers dedicated to genuine, long-term thinking. It takes a specific type of investor to run this type of strategy, and their ability to stay the course is commendable. They have proved capable of stomaching significant price volatility and have a long record of identifying ultra-growth companies.
Baillie Gifford Long Term Global Growth ETF BGGG
Morningstar’s Analysis BGGG
Will BGGG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.19 | 23M | Technology |
ASML Holding NV | 7.60 | 22M | Technology |
Amazon.com Inc | 7.44 | 21M | Consumer Cyclical |
Taiwan Semiconductor Manufacturing Co Ltd | 7.07 | 20M | Technology |
Cloudflare Inc | 6.61 | 19M | Technology |
Samsara Inc Ordinary Shares - Class A | 3.19 | 9M | Technology |
Contemporary Amperex Technology Co Ltd Class A | 3.15 | 9M | Industrials |
Tencent Holdings Ltd ADR | 3.03 | 9M | Communication Services |
Spotify Technology SA | 2.99 | 9M | Communication Services |
Nu Holdings Ltd Ordinary Shares Class A | 2.92 | 8M | Financial Services |