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Baillie Gifford Emerging Markets Leading Companies Fund Letters & Research Archive

3 pieces · 2026–2026 · updated every Monday

2026

09-09Baillie Gifford Emerging Markets Leading Companies Fund Factsheet→08-11Baillie Gifford Emerging Markets Leading Companies Fund Factsheet→07-09Baillie Gifford Emerging Markets Leading Companies Fund FactsheetThis report covers a fund that invests in fast-growing emerging-market companies. It returned 68.7% over the past year, beating its benchmark. The fund stays almost fully invested and prefers high-growth firms with uncertain outcomes. Its top three holdings are all chipmakers: TSMC (9.9%), SK Hynix (9.8%) and Samsung Electronics (9.4%). It also underweights Taiwan and overweights Brazil. No explicit market outlook is given, but the positioning sh…→