Baillie Gifford European Growth Trust Plc (EUT.NZ)
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Baillie Gifford European Growth Trust Plc
Calton Square
1 Greenside Row
Management information
Dale Robertson,Lead manager since 31 January 2010
Dale joined Edinburgh Partners in October 2003 from Scottish Widows Investment Partners, where he managed European retail portfolios. Prior to joining SWIP, Dale spent five years at Edinburgh Fund Managers, where he had responsibility for managing a mixture of retail and institutional funds and researched the consumer and media sectors. Dale started his career with Arthur Andersen as a business analyst, gaining his CA qualification while he was there.
Dale has lectured in a variety of Advanced Finance topics at the Institute of Chartered Accountants of Scotland (Company Valuation, Dividend Policy, M&A amongst others). He also has experience of working with entrepreneurs in Scotland, helping them with business forecasting and fund raising.
Dale is responsible for our European client portfolios, including the Edinburgh Partners European Opportunities and Pan-European Opportunities Funds and the European Investment Trust plc. His research responsibilities are across all European markets.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryEurope ex-UK Large-Cap Equity
Fund familyBaillie Gifford & Co Limited.
Net assets451.06M
YTD return35.11%
Yield1.73%
Morningstar rating★★★★
Inception date27 Jun 1972
Fund operations
Last dividend0.22
Last cap gain0.00
Holdings turnover0.00%
Average for categoryN/A
Fees and expenses
ExpenseEUT.NZCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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