Baillie Gifford Managed Fund K IncomeRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 33.9 | 4.4 | -24.3 | 10.7 | 4.7 |
![]() | +/-Cat | 28.7 | -6.7 | -14.2 | 2.4 | -1.3 |
![]() | +/-B’mrk | 29.4 | -7.8 | -17.0 | 0.1 | -2.4 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 15/07/2024 | GBX 1147.00 | |
Day Change | 0.35% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BFX4TG20 | |
Fund Size (Mil) 15/07/2024 | GBP 5583.39 | |
Share Class Size (Mil) 28/06/2024 | GBP 102.21 | |
Max Initial Charge | - | |
Ongoing Charge 01/07/2024 | 0.36% |
Investment Objective: Baillie Gifford Managed Fund K Income |
The Sub-fund aims to achieve capital growth over rolling five-year periods. The Sub-fund will be actively managed and will invest in a combination of shares, bonds and cash with a minimum of 60% in shares and 10% in bonds and cash. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Iain McCombie 01/11/2012 | ||
Steven Hay 01/11/2012 | ||
Inception Date 03/01/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 40 - 85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
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Portfolio Profile for Baillie Gifford Managed Fund K Income | 31/05/2024 |
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