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Baillie Gifford UK Worldwide Equity Fund Letters & Research Archive

3 pieces · 2026–2026 · updated every Monday

2026

09-09Baillie Gifford UK & Worldwide Equity Fund Factsheet→08-11Baillie Gifford UK & Worldwide Equity Fund Factsheet→07-20Baillie Gifford UK & Worldwide Equity Fund FactsheetThis factsheet reports that the Baillie Gifford UK & Worldwide Equity Fund returned 12.8% over the past year, well behind the reference index's 25%. Over five years it also lags badly, so its stated goal of outperforming over five years hasn't been met. The report gives no clear market view; it only says the fund deliberately picks stocks that differ from the index and holds them long term. Top holdings include AstraZeneca (3.6% of assets), HSBC…→