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Baillie Gifford British Smlr Coms C Inc (0P00000QYV.L)

Vienna - Vienna Delayed price. Currency in GBp (0.01 GBP)
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467.50-5.20 (-1.10%)
At close: 10:00PM CEST

Baillie Gifford British Smlr Coms C Inc

780 Third Avenue, 47th Floor

212-891-1565
Management information
,Lead manager since 23 May 2019
Charlie Broughton joined Baillie Gifford in 2014 and is a portfolio manager in the Smaller Companies Team. He is a CFA Charterholder. Mr. Broughton graduated MA (Hons) in Medieval History and Archaeology from the University of St. Andrews in 2013. Mr. Broughton has been a member of the team since 2021.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyBaillie Gifford & Co Limited.
Net assets139.67M
YTD return-3.05%
Yield1.10%
Morningstar rating★★★★★
Inception date2 Feb 2000

Fund operations

Last dividend0.05
Last cap gainN/A
Holdings turnover11.00%
Average for categoryN/A

Fees and expenses

Expense0P00000QYV.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A