Baillie Gifford International Alpha 5 Fund (BGIVX)

Overview

This fund focuses on investing a significant portion of its assets, specifically at least 80%, in common stocks and other equity securities. It targets investments predominantly in companies situated in countries that are part of the MSCI ACWI (ex U.S.) Index, which spans a wide range of developed and emerging markets. The fund's strategy includes a global approach, ensuring diversification by investing in securities of issuers from at least three countries beyond the U.S. borders. This aims at capturing growth opportunities worldwide, excluding the United States, by leveraging the potential of international markets.

Products and Services

• Common Stocks and Equity Securities:

  At the core of its investment approach, the fund focuses on purchasing common stocks and other forms of equity securities. These investments are chosen based on their potential for growth, stability, and return on investment, aiming to benefit from the equity market's dynamics.

• International Market Investments:

  The fund uniquely positions itself by investing primarily in securities issued by companies located in the MSCI ACWI (ex U.S.) Index countries. This encompasses a broad spectrum of developed and emerging market countries, offering investors exposure to international markets. By doing so, it aims to leverage global growth opportunities and diversify investment risk.

• Geographical Diversification:

  In adherence to its strategy of global diversification, the fund ensures that its investments span across at least three countries outside the United States. This policy not only spreads the investment risk but also capitalizes on the growth potential across various regions, thereby offering a balanced and diversified portfolio to its investors.