Baillie Gifford Health Inn Eq K (BGHDX)
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Baillie Gifford Health Inn Eq K
Uk Eh3 8e4 X0 00000
Edinburgh Scotland
1 Rutland Court
Management Information
,Lead Manager since December 27, 2021
Rose joined Baillie Gifford in 2013 as an investment analyst. Rose worked on various regional and global strategies before joining the Health Innovation team as a Portfolio Manager. Having observed the innovations in multiple industries, she believes that the great convergence of different technologies and sciences will ultimately transform life science. Biology can move from alchemy and randomness to become a more predictable, deterministic and repeatable science, that will give rise to a plethora of exciting investment opportunities. She joined the Health Innovation team in September 2018 at
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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. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryHealth
Fund FamilyBaillie Gifford Funds
Net Assets15.49M
YTD Return-5.88%
Yield0.00%
Morningstar RatingN/A1
Inception DateDec 27, 2021
Fund Operations
Last Dividend0.00
Last Cap Gain-39.00
Holdings Turnover23.00%
Average for CategoryN/A
Fees & Expenses
ExpenseBGHDXCategory Average
Annual Report Expense Ratio (net)0.75%1.03%
Prospectus Net Expense Ratio0.75%N/A
Prospectus Gross Expense Ratio1.66%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.19%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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