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Baillie Gifford Emerging Markets Leading Companies Fund
Baillie Gifford Emerging Markets Leading Companies Fund - Semi-Annual Comparison
Baillie Gifford Investment Management Company
Baillie Gifford Emerging Markets Leading Companies Fund
Regional Portfolio Structure(Semi-Annual Comparison)
Sectorial Portfolio Structure(Semi-Annual Comparison)
SECTORIAL PORTFOLIO Sorted By Value of Holding
Holdings(1 - 9) 30 Sep 2025 31 Mar 2025  
Holding (Sector) Value 000's (USD) % of Fund Value 000's (USD) % of Fund Diff
Fairbairn -Consumer Discretionary 72 919 27.80 64 996 27.80 0.0
Fairbairn -Information Technology 66 362 25.30 54 475 23.30 2.0
Financial - Financials 59 280 22.60 50 033 21.40 1.2
Fairbairn -Communication 16 787 6.40 22 912 9.80 -3.4
Fairbairn -Energy 11 279 4.30 17 301 7.40 -3.1
Fairbairn -Materials 14 689 5.60 12 625 5.40 0.2
Fairbairn -Consumer Staples 6 033 2.30 6 546 2.80 -0.5
Fairbairn -Industrials 13 902 5.30 6 313 2.70 2.6
Fairbairn -Cash 1 049 0.40 (1 403) (0.60) 1.0
TOTAL 262 300 100.00 233 800 100.00

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