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Baillie Gifford Emerging Markets Leading Companies Fund Baillie Gifford Investment Management Company Baillie Gifford Emerging Markets Leading Companies Fund Regional Portfolio Structure(Semi-Annual Comparison) Sectorial Portfolio Structure(Semi-Annual Comparison) Price   Ranking Sector: Global-Equity-Emerging Markets Size: (USD) 230 000 000   Sector Rank: 20 out of 30 (lump sum over 3 years to 28 Feb 2025)   Overall Rank: 374 out of 486 (lump sum over 3 years to 28 Feb 2025)   R20000 invested on 28 Feb 2022 was worth R24 263 at 28 Feb 2025 (6.65% annual compound return)   R5000 per month since 28 Feb 2022 was worth R207 482 at 28 Feb 2025 (9.05% annual return compounded monthly)   Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.   Focus and Objective The Fund aims to invest in an actively managed portfolio of emerging market stocks, focusing on larger and more liquid names. We invest on a long-term (5 year) perspective, and have a strong preference for growth. We are looking for significant upside in each stock that we invest in. The process is driven by rigorous, fundamental, bottom-up analysis undertaken by our dedicated emerging markets team. The fund manager draws on this analysis, as well as insights gleaned from discussion with all of Baillie Gifford's global investors, to produce a portfolio that typically holds 40-80 stocks.   Technical Overview Benchmark: MSCI Emerging Markets Index Annual fee (B): 0.78 Base currency: USD   Top holdings on 31 Dec 2024 Share (Sector) Value (USD) % of fund SAMSUNG (Goods & Services) 17 710 000 7.70% TENCENT (Cyclical Goods & Services) 11 270 000 4.90% MERCADOLIBRE (Financial Services) 10 810 000 4.70% PETROBRAS (Utility Suppliers) 9 890 000 4.30% RELIANCEINDUS (Chemicals) 9 200 000 4.00% PINGINSURANCE (Insurance) 8 740 000 3.80% HDFCBANK (Banks) 8 280 000 3.60% MEITUANCLASSB (Consumer Services) 6 440 000 2.80% FIRSTQUANTUM (Basic Resources) 5 980 000 2.60% TOTALS 88 320 000 38.40%

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