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Baillie Gifford International Fund Letters & Research Archive

3 pieces · 2026–2026 · updated every Monday

2026

09-09Baillie Gifford International Fund Factsheet→08-11Baillie Gifford International Fund Factsheet→07-09Baillie Gifford International Fund FactsheetThis is the monthly report card for the Baillie Gifford International Fund. Over the past year it returned 11.7%, while its global benchmark index gained 28.3% - a big shortfall. The manager didn't give a direct market view in the report, but the portfolio still tilts toward growth tech stocks. The top three holdings are TSMC (a chip foundry, 5.8% of assets), NVIDIA (an AI chip maker, 5.4%), and Alphabet (Google's parent, 3.8%). The report remind…→