BGATX – Baillie Gifford Global Alpha Equities 2 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It invests predominantly in a diversified portfolio of securities issued by companies located in countries represented in the MSCI ACWI Index. The fund invests in a range of companies globally. It ordinarily invests in securities of issuers located in at least three different countries.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BGATX	Baillie Gifford Global Alpha Equities Fund Class 2	Institutional	Limited	—		Dec 31, 2014	$50.19M	0.660%	Low	$25M	−$110.51M
BGAKX	Baillie Gifford Global Alpha Equities Fund Class K	Institutional	Open			Apr 28, 2017	$149.01M	0.660%	Low	$10M	−$224.64M
BGASX	Baillie Gifford Global Alpha Equities Fund Class I	Institutional	Open			Apr 28, 2017	$29.78M	0.740%	Below Average	$0	−$18.29M
BGALX	Baillie Gifford Global Alpha Equities Fund Class 4	Institutional	Limited	—	—	Jul 10, 2017	$215.45M	0.560%	Low	$200M	−$115.09M
BGAEX	Baillie Gifford Global Alpha Equities Fund Class 3	Institutional	Limited	—		Oct 20, 2025	$49.69M	0.590%	Low	$100M	—

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