Baillie Gifford
Baillie Gifford Discovery
Jun 2026 → Jun 2026
Our archive holds 2 letters from this strategy and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Baillie Gifford for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · Worldwide Discovery Composite (net)
- YTD+27.4%index +29.4%
- 1Y+27.4%index +29.4%
- 5Y · /yr−8.6%index +7.9%
- Inception · /yr+7.2%index +10.2%
Index: MSCI ACWI Small Cap Index
| YTD | 1Y | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|
| Baillie Gifford Discovery | +27.4% | +27.4% | −8.6% | +7.2% |
| MSCI ACWI Small Cap Index | +29.4% | +29.4% | +7.9% | +10.2% |
Calendar years
- 2025+18.2%index +14.1%
- 2024−10.0%index +11.2%
- 2023+0.4%index +13.6%
- 2022−53.1%index −21.5%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
that thinking has led us to new holdings, including BESI,
we've also continued to search for software companies that have been unfairly discounted, for example, adding to Rubrik,
we materially reduced the position.