UK markets close in 3 hours 35 minutes

Baillie Gifford Investment Funds II ICVC-Baillie Gifford Sustainable Growth Fund (0P0001JSUD.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
692.50+0.20 (+0.03%)
As of 09:00PM BST. Market open.

Baillie Gifford Investment Funds II ICVC-Baillie Gifford Sustainable Growth Fund

780 Third Avenue, 47th Floor

212-891-1565
Management information
,Lead manager since 30 June 2022
Toby is an Investment Manager on the Sustainable Growth Team and will be a Partner in the firm from May 2023. He first joined Baillie Gifford in 2006, as an analyst on the UK equities team. He joined the Global Income Growth team as an Investment Manager in 2013, and in this role, he helped to develop the team’s approach to responsible investment. He became the Joint Manager of The Scottish American Investment Company PLC (SAINTS) in 2017. In 2022, Toby assumed the leadership of the Sustainable Growth Team.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq3.gif
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyBaillie Gifford & Co Limited.
Net assets615.23M
YTD return4.36%
Yield0.40%
Morningstar rating
Inception date7 Dec 2015

Fund operations

Last dividend0.03
Last cap gainN/A
Holdings turnover38.00%
Average for categoryN/A

Fees and expenses

Expense0P0001JSUD.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A