Baillie Gifford Overseas Limited provides discretionary investment management services focusing on global, regional, and international equity securities. The firm employs a fundamental, bottom-up research approach with a long-term investment horizon, typically holding investments for three to five years or longer. Baillie Gifford Overseas Limited primarily serves institutional clients, including pension plans, endowments, foundations, sovereign wealth funds, and registered investment companies, through separate accounts and pooled vehicles.
Assets Under Management$140B
Clients255
AdvisorsN/A
Avg. per Client$560M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $400.0M | 0.30% |
| $400.0M - $1000.0M | 0.25% |
| $1000M+ | 0.20% |
Fees vary by strategy. The schedule shown is for U.S. Equity. Other strategies have different fee scales, and fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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