This site is for financial advisers only, Click here for the consumer site.

Print Share

Baillie Gifford Greater China change details

1. Fund details  
Companies impacted Old Mutual Wealth Limited
Old Mutual Wealth Life & Pensions Limited
Fund Group Baillie Gifford & Co Limited
Fund Name Baillie Gifford Greater China 
Type of change Name & Objective Change
Date change effective from 2 May 2019
Is the event subject to shareholder approval? No
2. Name change details  
Previous fund name Baillie Gifford Greater China
New fund name Baillie Gifford China 
3. Fund objectives  
Previous fund objective To produce capital growth over the long term by investing primarily in the shares of companies that are either domiciled, incorporated or conduct a significant portion of their operations in one or more of mainland China, Hong Kong or Taiwan.
New fund objective To achieve long term capital growth by investing at least 90% in the shares of, or depositary receipts representing the shares of, Chinese companies.

Chinese companies are companies that have their headquarters or conduct a significant part of their operations in China and may be listed, quoted or traded on any market. Depositary receipts are transferable securities issued by a bank and which represent the shares of a company. Many Chinese companies are available for investment only through depositary receipts.  

Copy Client Correspondence

Financial Adviser Verification