Baillie Gifford Uk Growth Share Discussion Threads

[thamestrader] 10/6/2021 08:16

BGUK caught my eye in relation to their intention to invest up to 10% of the fund (sorry, trust) in unlisted companies. Could be interesting, as (quoting their words....ish) companies often grow fastest before becoming listed.

I am, though, a little overweight in Baillie Gifford funds at present.

[craftyale] 02/6/2021 06:50

Any other investors here?

[ec2] 12/11/2020 09:58

Reinvested yesterday's sale into Henderson Smaller Co's. This stays with the growth strategy but has an approx 7% discount to NAV which could narrow. Smaller Co's seem to have lagged large caps. of late.

[ec2] 11/11/2020 16:27

Decided to sell out with the NAV now going to a premium and with the current trend moving to value. I'll see what I can pick up on a discount elsewhere.

[its the oxman] 11/11/2020 08:53

Trading at a premium to nav now , everything Braille Gifford touches turns to gold it seems.

[its the oxman] 10/1/2020 12:19

Will also be interesting to compare with Henderson smaller cos Fund over futures years. See it as big cap v mid cap exposure.

[its the oxman] 10/1/2020 12:17

Seems like it's just me in these at the moment, c.30k invested , intending to hold for long term now. Interested to see what dividend is paid m expecting c.2%

[its the oxman] 27/12/2019 12:52

Year or two of performance rehabilitation may be required to properly eliminate discount.

[its the oxman] 24/12/2019 11:26

207p offer today , c.5% discount. Suspect it could narrow further if markets remain positive. Good mix of quality holdings.

[its the oxman] 23/12/2019 16:03

Nearer 7% discount now, better , but still very harsh.

[its the oxman] 15/10/2019 09:07

Bought a few 171p. Hoping these will recover nicely in time as discount is approaching 10% , way too much surely.

[its the oxman] 15/10/2019 09:05

!FOLLOWFEED
Quality will out. Many of the portfolio holdings I would consider buying individually and so the portfolio looks an attractive selection of UK growth stocks which should outperform over time. Expect a modest yield but the current discount of over 8% looks too much. Hope this will reduce overtime, some Baille Gifford funds have traded at a premium but this will need a decent period of outperformance if it is to be achieved. Anyway it looks a cheap , low risk way to get a nicely discounted exposure to decent UK returns, especially if Brexit finally gets sorted and some normality return. Management fees are not too outrageous either. Any other thoughts out there?