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Baillie Gifford Pacific Fund Letters & Research Archive

3 pieces · 2026–2026 · updated every Monday

2026

09-09Baillie Gifford Pacific Fund Factsheet→08-11Baillie Gifford Pacific Fund Factsheet→07-09Baillie Gifford Pacific Fund FactsheetThis factsheet covers the Baillie Gifford Pacific Fund, which invests in Asian growth stocks (excluding Japan). It returned 81.3% over the past year, far beating its benchmark. The managers aren't predicting the market; they aim to pick quality companies that can grow for five years or more, with a strong tilt toward tech and semiconductors. Top holdings are TSMC (9% of assets, the biggest chip foundry), Samsung Electronics (8.9%, a Korean tech g…→