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Baillie Gifford Global Discovery Fund Letters & Research Archive

3 pieces · 2026–2026 · updated every Monday

2026

09-10Baillie Gifford Global Discovery Fund Factsheet→08-11Baillie Gifford Global Discovery Fund Factsheet→07-20Baillie Gifford Global Discovery Fund FactsheetThis is the latest factsheet for Baillie Gifford's Global Discovery fund. The fund returned 33.6% over the past year, but over three and five years it badly lagged its small-cap benchmark and ranks near the bottom. The managers give no clear bull or bear view; they focus on small, innovative companies with disruptive growth and accept big swings. Top holdings include Twist Bioscience (synthetic DNA, 5.9% of assets), Astera Labs (AI connectivity c…→