Baillie Gifford claims clean bill of health as all funds found to provide value

One fund requires further monitoring

James Baxter-Derrington
clock • 2 min read

Baillie Gifford’s fund offering has been deemed to offer value to investors across the board, with all 35 funds rated green or amber, according to the firm’s second Assessment of Value report (AoV).

Since last year's report, which resulted in the closure of three funds with a further five requiring action, two new funds have been launched and one has been closed - Baillie Gifford Sterling Aggregate Plus Bond, which was rated amber in 2020. The new funds, Baillie Gifford Health Innovation and Baillie Gifford Multi Asset Growth Feeder, were both found to provide value, with their sub-12 months performance periods deemed to carry "no statistical significance". Baillie Gifford Emerging Markets Bond fund remains on the amber list for the second year running, with the fund's continued ...

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