Baillie Gifford
Baillie Gifford UK Core Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 4 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 · UK Core Composite (net)
- YTD+4.9%index +18.1%
- 1Y+4.9%index +18.1%
- 5Y · /yr+3.5%index +10.0%
- 10Y · /yr+6.7%index +8.6%
Index: FTSE All Share index
| YTD | 1Y | 5Yper year | 10Yper year | |
|---|---|---|---|---|
| Baillie Gifford UK Core Strategy | +4.9% | +4.9% | +3.5% | +6.7% |
| FTSE All Share index | +18.1% | +18.1% | +10.0% | +8.6% |
Calendar years
- 2025+20.8%index +20.5%
- 2024+8.4%index +12.3%
- 2023+14.8%index +12.9%
- 2022−24.8%index −10.6%
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 →Also held
Its investment theses
- SoftcatJun 2026Softcat is an IT infrastructure and services provider whose long-standing customer relationships and vendor partnerships position it to benefit from growing demand for AI-related infrastructure.
- Scottish and Southern EnergyJun 2026Scottish and Southern Energy is a UK energy infrastructure business with stable regulated earnings and a long growth runway from grid modernisation and renewable integration.
- Helios TowersJun 2026Helios Towers owns and operates telecom towers across Africa and the Middle East and is expected to benefit from strong mobile data demand growth.