Baillie Gifford China Growth Trust – equity proposition
Equity proposition
1 November 2024
Baillie Gifford China Growth Trust (BGCG) aims to produce long-term capital growth by investing in Chinese companies. The managers seek out businesses with competitive advantages, strong corporate cultures and scope to double earnings over the next five years. The trust has assets under management of over £160m and is managed by Linda Lin and Sophie Earnshaw of Baillie Gifford & Co, an Edinburgh-based investment management company. We highlight the key points of BGCG’s investment story. 1. The long-term investment case for China remains compelling. 2. The trust’s portfolio is positioned to benefit from China’s transition to a more diversified, innovation-led growth model. 3. Portfolio holdings have been performing very well at an operational level. 4. The managers’ approach differs from most other investors in the Chinese market. MORE »
