Morningstar

Baillie Gifford China Equities Fund Institutional Class BGCBX

Morningstar Medalist Rating
Medalist Rating as of | See Baillie Gifford Investment Hub
  • NAV / 1-Day Return 6.50  /  −1.66 %
  • Total Assets 2.7M
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Greater China Region
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.95%
  • Turnover 13%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BGCBX

Will BGCBX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGCBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGCBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BGCBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baillie Gifford China Equities Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BGCBX

More BGCBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

10.68 290,478
Communication Services

Contemporary Amperex Technology Co Ltd Class A

5.25 142,773
Industrials

Alibaba Group Holding Ltd Ordinary Shares

5.01 136,160
Consumer Cyclical

Advanced Micro-fabrication Equipment Inc Class A

3.75 101,911
Technology

Ping An Insurance (Group) Co. of China Ltd Class H

3.71 100,902
Financial Services

NAURA Technology Group Co Ltd Class A

3.24 87,995
Technology

Kweichow Moutai Co Ltd Class A

3.21 87,356
Consumer Defensive

China Merchants Bank Co Ltd Class H

3.16 85,921
Financial Services

Shandong Sinocera Functional Material Co Ltd Class A

2.85 77,552
Basic Materials

Zhongji Innolight Co Ltd Class A

2.75 74,867
Technology

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