BGGGBaillie Gifford Long Term Global Growth ETF

Grow my moneyRanked #2,759 of 2,947 in this goal

Seeks to provide long-term capital appreciation.

Annual Cost

—

#5,513 of 5,513 · expensive

Fund Size

—

#5,513 of 5,513 · small

Return (1Y)Goal

N/A

Track Record

—

#5,513 of 5,513 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,092+0.9%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Factor

Growth

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-2.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks to provide long-term capital appreciation.
Strategy: Actively manages a portfolio of global common stocks and other equity securities without benchmark constraints. Invests at least 40% of total assets in non-U.S. companies under favorable conditions, or 30% otherwise. Focuses on long-term growth prospects, employing a bottom-up stock selection approach. The portfolio typically consists of 30-60 growth companies, with significant exposure to China. The Fund is non-diversified and aims for low turnover, holding securities for at least 5 years.