Baillie Gifford Uk Growth Share Discussion Threads

[essentialinvestor] 19/7/2023 13:37

Addition did not turn out badly, bit of good fortune tbf.

[edwardt] 19/7/2023 13:36

Remember manager was changed at wrong time in value / growth transition

[essentialinvestor] 11/7/2023 19:06

Fully agree with that, woeful. That being said the portfolio as it's now
constructed looks decent(ish). Embarrassed to admit I added a small amount
last week.

[topvest] 08/7/2023 12:07

Looking at 10 year performance, its been very poor. A lost decade.

[edwardt] 23/11/2022 20:42

Listened to manager speak. He is very dullIndeed . His stock picks are far from it though!

[essentialinvestor] 14/10/2022 08:14

Was due some support.

[essentialinvestor] 13/10/2022 18:40

Added this afternoon. Overdue a bounce if wider markets can string together a better few days,
emphasis on if.

[essentialinvestor] 10/10/2022 14:17

Bought a few.

[essentialinvestor] 23/9/2022 15:00

gilt, nicely traded.


Looking at this again.

[giltedge1] 23/8/2022 09:38

Sold yesterday nice profit missed the big gain, like manager unfortunately macro climate in UK not great so sheltering the storm in US Funds, USD supreme, at the moment.

[giltedge1] 29/7/2022 11:45

A well constructed growth portfolio, I don't know why other posters so negative, I am already well up in a few short weeks.

[giltedge1] 22/7/2022 10:21

Agreed tripped up on Naked Wines, but very small holding, others going great, Volution, Abcam, Autotrader, Rightmove, Gamesworkshop etc buy now good discount.

[essentialinvestor] 27/6/2022 13:29

I've sold out this morning for a small gain having bought on 16 June.

Slightly put off by that post on their adding Naked Wine.

May buy back at some point, luck to holders.

[essentialinvestor] 23/6/2022 13:44

123ct, why they purchased WINE would be very interesting!! - cautioned on the cost of NW's customer acquisition strategy last year on the SHA board, mentioned it again today.

There will be a few corks popping for those short this evening, or even earlier!.


Congrats if you are amongst those.

[123ct] 23/6/2022 13:36

I do not hold but did read the last report, I am always have a look at the new shares trust managers buy as it allows me to understand where the active management is, I would love to see their research note on the new buy of Naked Wines they refer to, down 44 % today and 82% off their recent high,

[essentialinvestor] 17/6/2022 18:03

Had a little nibble yesterday, hopefully an opportunity for a snack
over the next few weeks.

[hugepants] 14/6/2022 15:51

At 150.6p this gem is only down 38% year to date so it's outperforming some of the other Baillie Gifford trusts!

[irenekent] 10/6/2022 08:48

The stocks are OK but the value the market currently puts on them is the problem. Too many automated trades can cause the massive volatility we are now seeing. However I hope one day that the jumps will be bigger than the falls.

[terminator101] 10/6/2022 07:30

Will this be renamed the shrinkage fund given how useless this lot are at picking stocks?

[hugepants] 31/5/2022 10:56

Nav of 192.7p so discount now 16%

[thamestrader] 30/5/2022 09:48

15% discount to NAV - wow.

[giltedge1] 30/5/2022 09:24

looks a bargain at these levels, cream of UK Growth & 2% dividend to boot, unusual for Growth, bough last week, buy for longterm growth.

[hugepants] 09/5/2022 12:29

Buying some of these at the mid 150s. It's down a mere 35% year to date! 129p was the pandemic low.

[tomps2] 16/7/2021 11:55

John Rosier mentions Baillie Gifford (BGUK) in the latest PIWORLD interview at 12m14s

Watch the video here:

Or listen to the podcast here: