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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
Investment Objective The Sub-fund aims to outperform (after deduction of costs) the FTSE All-Share Index by at least 1% per annum over rolling five-year periods.
Investment Policy The Sub-fund will invest at least 80% directly or indirectly in shares of UK companies, being those which are incorporated, domiciled or conducting a significant portion of their business in the UK. The Sub-fund will be actively managed and may invest in UK companies of any size and in any sector.
The Investment Adviser will also assess shares in companies which are directly held using a Norms-based Evaluation and will comply with the Investment Advisers policy on assessing breaches of the United Nations Global Compact as outlined in its ESG Principles and Guidelines document which can be accessed at https://www.bailliegifford.com/en/uk/aboutus/esg.
The indirect investment will be through collective investment schemes (including those managed or operated by the ACD).
The Sub-fund may also invest in companies which are listed, quoted or traded in the UK.To the extent that the Sub-fund is not fully invested directly or indirectly in shares of such companies, the Sub-fund may also invest in other transferable securities of UK companies, deposits and cash. The Sub-fund may not invest in or otherwise use derivatives.