Edison Analyzes Baillie Gifford US Growth Trust Performance

On September 29, 2025, Edison Investment Research Limited released a report on Baillie Gifford US Growth Trust. The Trust focuses on investing in US companies with significant growth potential. Over the past year, the Trust's portfolio showed a notable 31.6% return in NAV terms and 37.6% on a share price basis, surpassing the 12.7% benchmark.

Despite recent successes, the Trust's managers expressed dissatisfaction with the three and five-year performance, impacted by the 2020 growth stock surge and subsequent re-rating in 2022 due to rising interest rates. Consequently, enhancements have been made to manage potential future volatility.

The Trust's outlook remains positive, driven by AI-fueled investment opportunities. Investments include companies in space travel, entertainment, and online retail. The Trust anticipates these sectors will yield significant returns and become future mega caps.