Smith & Williamson ditches Henry Dixon fund for Monks trust as it tempers value slant
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Analysed: Scottish Mortgage Investment Trust and other London funds exposure to China
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Scottish Mortgage Investment Trust PLC remains the one investors want, says AIC
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Baillie Gifford China Growth targets ‘exciting’ pipeline of private companies
‘If you’re not looking for growth companies in China, you’re missing the point,’ says Sophie Earnshaw
Baillie Gifford China Growth trust manager Sophie Earnshaw is eyeing an “exciting” pipeline of private companies in China, while also playing up themes like the Gen Z consumer and healthcare innovation.
Since Earnshaw (pictured) and co-manager Roderick Snell took over the trust from Witan last September, it has undergone a radical transformation.
In addition to focusing solely on China as opposed to the broader Asia Pacific region, the trust invests in a slimmer number of 40-80 holdings, representing companies the managers believe will deliver “outstanding growth” in the next five to 10 years.