BGCBX – Baillie Gifford China Equities Instl Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund seeks to meet its objective by investing in a portfolio of common stocks and other equity securities of companies located in the People's Republic of China ("China"). Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks and other equity securities of companies located in China, regardless of where their securities are principally listed for trading. The fund is non-diversified.

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
BGCBX	Baillie Gifford China Equities Fund Institutional Class	Institutional	Open			Jul 7, 2021	$2.00M	0.960%	Average	$0	−$502,573.76
BGCDX	Baillie Gifford China Equities Fund Class K	Institutional	Open			Jul 7, 2021	$323,008.00	0.870%	Below Average	$10M	$500.15

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