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About the company
Baillie Gifford UK Growth Trust plc is a United Kingdom-based investment management company. The Company’s objective is to achieve capital growth predominantly from investment in United Kingdom equities, with the aim of providing a total return in excess of the Financial Times Stock Exchange (FTSE) All-Share Index. The Company provides comprehensive wealth management service for private clients, family trusts and companies. It invests in any companies it believes could create beneficial long-term returns for investors. The Company’s clients include individuals who invest directly and those who invest through businesses or financial advisers. It also serves the investment needs of institutions like insurance companies, pension funds and charities. Its alternative investment fund manager (AIFM) is Baillie Gifford & Co Limited.
- Revenue in GBP (TTM)3.13m
- Net income in GBP313.00k
- Incorporated1994
- Employees0.00
- LocationBaillie Gifford UK Growth Trust plc1 London Wall PlaceLONDON EC2Y 5AUUnited KingdomGBR
- Phone+44 20 7658 6000Fax+44 20 7658 6965
- Websitehttps://www.bailliegifford.com/en/uk/individual-investors/funds/baillie-gifford-uk-growth-fund/
Profile
| Management group(s) | Baillie Gifford & Co Limited. |
|---|---|
| AIC sector | UK All Companies |
| ISIN | GB0007913485 |
| Launch date | 10 Mar 1994 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
The Company invests in a portfolio of between 35 and 65 companies selected for their potential to provide, in aggregate, attractive returns relative to the total return of the FTSE All-Share Index. The portfolio is invested primarily in listed equities but may also invest in unlisted investments, including private companies, convertible securities, and equity-related derivatives. On acquisition of any unlisted investment, the Company’s aggregate holding in unlisted investments shall not exceed 10% of the total asset value of the Company. The Company may also use derivatives for efficient portfolio management purposes. The majority of investments are constituents of the FTSE 350 Index although constituents of other UK FTSE indices may be held. The Company is also permitted to make investments outside of the UK where these investments have a meaningful connection with the UK.
Managed by
| Iain McCombie, Milena Mileva |
|---|
Management & contract fees
Management fee of 0.5% of NAV. Contract terminable on notice period of 6 months.
Peer analysis
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|---|---|---|
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