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Baillie Gifford American Fund Letters & Research Archive

5 pieces · 2025–2026 · updated every Monday

2026

09-09Baillie Gifford American Fund Factsheet→08-11Baillie Gifford American Fund Factsheet→07-09Baillie Gifford American Fund FactsheetThis report is a monthly update for the Baillie Gifford American Fund. It lost 4.6% over six months while the S&P 500 gained 11.7%, and it has badly lagged over five years, ranking near the bottom of its 226 peers. The manager sticks to a long-term growth style: a concentrated portfolio of quality companies held for years, with no short-term market calls. Top holdings include Amazon.com as the largest position, followed by NVIDIA and Meta Platfor…→04-30Baillie Gifford Overseas Growth Funds ICVC Annual Report - April 2026This annual report covers ten Baillie Gifford overseas growth funds. The key change: all ten funds removed promised returns from their objectives, and the Japanese Smaller Companies Fund relaxed its market-cap and trading limits, giving managers more flexibility. The tone is cautious—no specific market bets, just room to adapt. Notable funds: Baillie Gifford Japanese Smaller Companies Fund loosened its investment rules; Baillie Gifford American F…→

2025

12-19Baillie Gifford Overseas Growth Funds ICVC Interim Report - October 2025This half-year report for Baillie Gifford's American fund says its goal is to beat the S&P 500 by 1.5% a year over five-year stretches, but for the five years to October 2025 it returned only 2.8% a year versus the index's 17.2%. The latest six months were stronger, at about 27.5%. The manager thinks the rebound is narrow and driven by a few tech stocks, so the fund sticks with long-term, fundamental investing. Top holding Cloudflare (network/sec…→