- The growth manager is seeing a decent recovery but question marks remain
- A few changes are due for some names
Baillie Gifford poster child Scottish Mortgage (SMT), which we assessed in a recent cover feature, is just part of a broader stable of funds that follow a similar philosophy.
From the £3.2bn Baillie Gifford American (GB0006061963) strategy to the £3bn Baillie Gifford Pacific (GB0006063233) portfolio and other iconic trusts from Monks (MNKS) to Edinburgh Worldwide (EWI), vehicles run by the firm continue to hold plenty of investor cash and feature prominently in many a portfolio. Three trusts in its stable, Edinburgh Worldwide, Keystone Positive Change (KPC) and Baillie Gifford US Growth (USA), have also just come under attack from activist Saba Capital.