Baillie Gifford Archives – IT Investor Exploring the world of investment trusts Wed, 02 Feb 2022 09:24:17 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.4 https://www.itinvestor.co.uk/wp-content/uploads/2019/08/cropped-IT_icon-32x32.png Baillie Gifford Archives – IT Investor 32 32 The Schiehallion Fund: Early And Patient https://www.itinvestor.co.uk/2021/06/the-schiehallion-fund-early-and-patient/ https://www.itinvestor.co.uk/2021/06/the-schiehallion-fund-early-and-patient/#comments Wed, 16 Jun 2021 10:00:20 +0000 https://www.itinvestor.co.uk/?p=5282 The Schiehallion Fund was given a low-key launch by Baillie Gifford in March 2019 as it was designed primarily for institutional investors. After a recent $700m fundraising, it’s now become one of Baillie Gifford’s largest investment trusts. What Schiehallion does This section from Schiehallion’s latest accounts sums things up pretty well: We launched Schiehallion two… 

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]]> https://www.itinvestor.co.uk/2021/06/the-schiehallion-fund-early-and-patient/feed/ 10 Keystone Positive Change: Profit And Purpose https://www.itinvestor.co.uk/2021/05/keystone-positive-change-profit-and-purpose/ https://www.itinvestor.co.uk/2021/05/keystone-positive-change-profit-and-purpose/#comments Wed, 05 May 2021 09:00:03 +0000 https://www.itinvestor.co.uk/?p=5139 Baillie Gifford’s newest investment trust, Keystone Positive Change, got off to a volatile start earlier this year but its managers have their eyes fixed firmly on the long term. Perhaps somewhat hastily, I took an initial stake in Keystone when it proposed the manager change in late 2020. I added a little more before the… 

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]]> https://www.itinvestor.co.uk/2021/05/keystone-positive-change-profit-and-purpose/feed/ 8 When Investment Trusts Fire Their Managers https://www.itinvestor.co.uk/2021/04/when-investment-trusts-fire-their-managers/ https://www.itinvestor.co.uk/2021/04/when-investment-trusts-fire-their-managers/#respond Thu, 01 Apr 2021 08:52:46 +0000 https://www.itinvestor.co.uk/?p=4975 Possibly the hardest decision the directors of an investment trust have to make is when to change management firm. It’s a tricky situation for us mere mortal investors as well. We don’t have to go through all the legwork of assessing dozens of potential suitors, but we do have to decide whether we are happy… 

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]]> https://www.itinvestor.co.uk/2021/04/when-investment-trusts-fire-their-managers/feed/ 0 Keystone Positive Change: Baillie Gifford’s Latest Win https://www.itinvestor.co.uk/2020/12/keystone-positive-change-baillie-giffords-latest-win/ https://www.itinvestor.co.uk/2020/12/keystone-positive-change-baillie-giffords-latest-win/#comments Thu, 10 Dec 2020 11:30:07 +0000 https://www.itinvestor.co.uk/?p=4637 Baillie Gifford’s plan for world domination continues. It has been put forward as the new manager of Keystone Investment Trust, which is set to adopt its ‘Positive Change’ investment philosophy. Investors seem to like the idea. The shares closed up 9% on the day the news was announced, having at one point been 16% higher.… 

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]]> https://www.itinvestor.co.uk/2020/12/keystone-positive-change-baillie-giffords-latest-win/feed/ 19 China Investment Trusts Come Of Age https://www.itinvestor.co.uk/2020/09/china-investment-trusts-come-of-age/ https://www.itinvestor.co.uk/2020/09/china-investment-trusts-come-of-age/#comments Thu, 10 Sep 2020 09:30:22 +0000 https://www.itinvestor.co.uk/?p=4197 The Chinese stock market has been one of 2020’s top performers. Up 19% in sterling terms, it’s well ahead of the US’s 10% gain and the UK’s sickly 19% drop. For a long time, though, investing in China has been both difficult and disappointing. Take a look at the MSCI China index and you’ll see… 

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]]> https://www.itinvestor.co.uk/2020/09/china-investment-trusts-come-of-age/feed/ 3 2020: The Year Of Baillie Gifford https://www.itinvestor.co.uk/2020/08/2020-the-year-of-baillie-gifford/ https://www.itinvestor.co.uk/2020/08/2020-the-year-of-baillie-gifford/#comments Wed, 19 Aug 2020 13:45:53 +0000 https://www.itinvestor.co.uk/?p=4100 The various investment trusts and funds run by Baillie Gifford are dominating the performance charts this year. It’s no flash in the pan, though, as their long-term record is arguably even more impressive. Of the 11 investment trusts run by Baillie Gifford, 10 are in profit for 2020. The laggard is UK Growth, which is… 

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]]> https://www.itinvestor.co.uk/2020/08/2020-the-year-of-baillie-gifford/feed/ 14 Scottish American Investment Company: Built For Resilience https://www.itinvestor.co.uk/2020/06/scottish-american-investment-company-built-for-resilience/ https://www.itinvestor.co.uk/2020/06/scottish-american-investment-company-built-for-resilience/#comments Tue, 16 Jun 2020 13:45:47 +0000 https://www.itinvestor.co.uk/?p=3846 Scottish American Investment Company, often just called SAINTS, is the second-oldest investment trust and the only income-focused investment trust managed by Baillie Gifford. It’s one of a handful of trusts in the Global Equity Income sector, alongside the likes of Murray International and JPMorgan Global Growth & Income. Although Scottish American is mainly focused on… 

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]]> https://www.itinvestor.co.uk/2020/06/scottish-american-investment-company-built-for-resilience/feed/ 9 20 Global Investment Trusts Compared https://www.itinvestor.co.uk/2020/06/20-global-investment-trusts-compared/ https://www.itinvestor.co.uk/2020/06/20-global-investment-trusts-compared/#comments Tue, 02 Jun 2020 09:10:35 +0000 https://www.itinvestor.co.uk/?p=3790 Regular readers will be aware that I do love a good global investment trust. But I wanted to see how well they have performed relative to world markets over the very long term. Most performance stats cover a maximum of ten years but I’ve managed to get some data going back to 1992. You might… 

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]]> https://www.itinvestor.co.uk/2020/06/20-global-investment-trusts-compared/feed/ 10 Monks Investment Trust: With Change Comes Opportunity https://www.itinvestor.co.uk/2020/05/monks-investment-trust-with-change-comes-opportunity/ https://www.itinvestor.co.uk/2020/05/monks-investment-trust-with-change-comes-opportunity/#respond Tue, 26 May 2020 08:40:57 +0000 https://www.itinvestor.co.uk/?p=3774 Monks Investment Trust has seen a big upturn in its performance in recent years but a change at the top is due to take place next April. It has £2.1 billion of assets, making Monks one of the larger trusts in the global sector. It’s run by Baillie Gifford and like many of its stablemates,… 

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