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BAILLIE GIFFORD MANAGED B - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of BAILLIE GIFFORD MANAGED B

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. BAILLIE GIFFORD MANAGED B does not fall into either of these categories at present.

Standard Initial Charge

1.00% 1.00%

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  April, 1987
Size  £552m
Yield 2.5%
Charging basis  –
Dividends paid  –
Bid price(inc) 400.90p
Bid price(acc) 538.60p

Fund Charges

Standard Initial charge 1.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 0.40%
Total expense ratio 0.44%
Reduction in yield (10yr) 0.54%

Bestinvest says


No information available.

Portfolio

baillie gifford managed b asset allocation illustration
Allocation Proportion
Equity 81%
High yield bonds 0%
Quality bonds 17%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%
baillie gifford managed b equity geographic illustration
Allocation Proportion
UK 42%
Europe 21%
Nth America 16%
Japan 5%
Pacific 11%
Other Equity 5%
baillie gifford managed b equity capitalisation illustration
Allocation Proportion
Large Caps 78%
Mid Caps 19%
Small Caps 3%

Investment process


Aims to achieve above average returns over the long term by investing worldwide in securities in any economic sector. The Fund will be diversified by holding different asset classes, by investing internationally and by holding companies operating in a wide range of industries. The portfolio will also have holdings in some medium and smaller sized
companies as well as the largest 'blue chips'. A portion of the Fund may be invested in derivatives, both for investment as well as hedging purposes.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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