Fund Profile

Baillie Gifford European Growth 24 June 2020

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This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.

Overview
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Fund History

23 May 2024 Has BGEU passed its “inflection point”?
The managers of BGEU highlight that valuations remain attractive even after a 20% rally…
26 Jan 2024 Baillie Gifford European Growth Trust: manager insights
Investment manager Chris Davies discusses performance, portfolio positioning and why the Trust continues to seek fast-growing companies that prioritise long-term growth over near-term profits. He also explains why the allocation to private companies is an important point of differentiation for the Trust...
04 Dec 2023 Fund Analysis
BGEU looks exceptionally cheap given the growth potential in the portfolio…
03 Nov 2023 European Growth Investing: time to go bargain hunting?
In this webinar recording Stephen Paice, co-manager of the Baillie Gifford European Growth Trust, shares where opportunities lie and what trends he sees driving value creation over the next five years and beyond...
16 Jun 2023 Baillie Gifford: what investors get wrong about Europe
Chris Davies, joint manager of the Baillie Gifford European Growth Trust, gives three examples of European companies that show there is no shortage of ambition and disruption in Europe...
17 Feb 2023 Baillie Gifford European Growth Trust - Manager Insights
Investment manager Stephen Paice explains the European Growth Trust’s objectives, with an update on the portfolio as well as reflections on recent events and reasons for optimism...
15 Dec 2022 Fund Analysis
BGEU is a high-risk, high-potential return strategy looking cheap on a portfolio and share price level…
28 Sep 2022 Mind the gap
While chaos reigns in the short-term for markets, some investors see a growing disconnect between prices and reality...
28 Sep 2022 Slides and Audio: Baillie Gifford European Growth
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 20 September...
31 Aug 2022 Growth at an unreasonable price
Growth has taken a beating as inflation fears have soared, but the tide may be turning and we have six speakers at our next event ready to tell us why…
22 Jul 2022 Baillie Gifford: Which European country is driving innovation?
In the latest episode of Short Briefings on Long Term Thinking, Baillie Gifford’s Stephen Paice explains how Sweden tops the charts for original thinking and innovation...
01 Jun 2022 Investing in Europe with investment trusts
How closed-ended funds can help you invest in Europe…
18 May 2022 Riding out the storm
We look at trusts with tightly governed discounts which may appeal to investors in volatile markets…
14 Apr 2022 Baillie Gifford European Growth Trust - Growth Investing in Europe
In this recent webinar, co-manager Stephen Paice discusses why the case for owning growing, innovative companies is getting stronger for BGEU despite a rough period for growth investors the world over. Stephen also outlines growth investor opportunities in Europe and answers viewer questions...
18 Feb 2022 Baillie Gifford European Growth Trust - Manager Insights
Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook...
19 Jan 2022 Fund Analysis
BGEU offers investors an attractive option for European growth investing, combining listed and unlisted opportunities…
20 Oct 2021 Board games
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
09 Sep 2021 What next for European equities?
After a strong period for European equity markets, we ask whether this trend can continue…
26 May 2021 Stand and deliver
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
21 May 2021 Europe’s digital ambitions
European companies have quietly built up some of the world’s largest digital platforms for ecommerce. The next stage will be anything but quiet say Stephen Paice and Moritz Sitte, joint managers of Baillie Gifford European Growth Trust.
01 Mar 2021 Baillie Gifford European Growth Trust - Manager Update
Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook. Capital at Risk.
25 Jan 2021 How Covid is changing the way we shop
With the high street either shut down or harder to get to during the pandemic, consumer habits had to change. Baillie Gifford investment manager Moritz Sitte explores what this means for the future of shopping.
25 Jan 2021 Podcast: How Covid is changing the way we shop
With the high street either shut down or harder to get to during the pandemic, consumer habits had to change. In our Short Briefings on Long Term Thinking podcast, Moritz Sitte explores what this means for the future of shopping.
24 Jun 2020 Fund Analysis
BGEU has seen a turnaround in performance under its new managers…
18 Jun 2020 Gimme shelter
As income investors brace for impact we ask which regions and trusts are less likely to cut their dividends in 2020…
18 Dec 2019 Continental blend - the case for European companies
17 Dec 2019 Baillie Gifford European Growth
Baillie Gifford are now managers of the re-named Baillie Gifford European Growth Trust plc. In this film, co-managers Stephen Paice and Moritz Sitte outline why they have repositioned the portfolio to focus on the 40 or so companies that they believe are most likely to deliver outstanding growth over the next five to ten years...
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