Baillie Gifford
Baillie Gifford Global Income Growth
Global Large-cap Income
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 24 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 Sep 30, 2026 · net of fees · USD · Global Income Growth Composite (net)
- YTD+5.0%index +17.2%
- 1Y+5.0%index +17.2%
- 5Y · /yr+5.1%index +12.1%
- 10Y · /yr+9.1%index +12.9%
Index: MSCI ACWI Index
| YTD | 1Y | 5Yper year | 10Yper year | |
|---|---|---|---|---|
| Baillie Gifford Global Income Growth | +5.0% | +5.0% | +5.1% | +9.1% |
| MSCI ACWI Index | +17.2% | +17.2% | +12.1% | +12.9% |
Calendar years
- 2025+0.8%index +17.8%
- 2024+23.9%index +32.3%
- 2023+19.6%index +21.4%
- 2022−18.2%index −20.3%
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 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
And that's why we sold companies including Medtronic and Zoetis this quarter.
And it's why we also added to Alphabet earlier in the year, as the debate around its AI investments intensified.
More recently, we've added a new position, and that's American Tower.
And that's why we added to Amadeus and Intuit earlier in the year.
- AddedAmadeus IT GroupSep 2026
And that's why we added to Amadeus and Intuit earlier in the year.
And that's why we sold companies including Medtronic and Zoetis this quarter.
We sold the position and have reinvested the proceeds elsewhere.
we have moved quickly to sell the holding.
This quarter, that included the addition of a second bank to the portfolio, Cullen/Frost Bankers.