Baillie Gifford

Baillie Gifford International Growth

International Growth

Jun 2026 → Jun 2026

Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year · follow all of Baillie Gifford for every strategy.

Performance

as of Jun 30, 2026 · net of fees · USD · International Growth Composite (net)

  • YTD
    +3.4%
    index +28.3%
  • 1Y
    +3.4%
    index +28.3%
  • 5Y · /yr
    −3.8%
    index +9.3%
  • 10Y · /yr
    +9.3%
    index +10.5%

Index: MSCI ACWI ex US Index

Calendar years

  • 2025
    +19.3%
    index +18.4%
  • 2024
    +5.5%
    index +12.2%
  • 2023
    +15.6%
    index +13.3%
  • 2022
    −45.3%
    index −19.0%
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.

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What it bought and sold

  • New positionRocheJun 2026
    This has led us to increase your banking exposure for the first time since early 2020 and to take holdings in a pharma company, Roche, and an oil major, TotalEnergies.
  • New positionSikaJun 2026
    stocks like Roche, as well as the likes of Sika and Unicharm, which we have also bought in the last quarter, are long-duration growth companies
  • New positionTotalEnergiesJun 2026
    This has led us to increase your banking exposure for the first time since early 2020 and to take holdings in a pharma company, Roche, and an oil major, TotalEnergies.
  • New positionUnicharmJun 2026
    stocks like Roche, as well as the likes of Sika and Unicharm, which we have also bought in the last quarter, are long-duration growth companies

Also held

Its investment theses

Every letter