Text/HTML

Ratings Roundup

Front_RatingsRoundupDetail

RATING DOWNGRADE

Baillie Gifford Global Alpha Growth Fund and Monks Investment Trust Rating Downgrades

Posted @ 09/04/2025 10:52 Posted in Ratings Roundup

We have downgraded our rating on the Baillie Gifford Global Alpha Growth Fund and Monks Investment Trust, its closed-ended equivalent, from AA to A. Given the fund's challenged performance over recent years, the managers have made some adjustments to the process, which unfortunately do not seem to have addressed the issue. Consequently, we are lowering the fund's rating to better reflect our conviction at this time.

For more information:

Visit the Baillie Gifford Global Alpha Growth Fund page

Visit the Monks Investment Trust page

How can we help you?

Want to know more or have a question? Our team is here to help.

CONTACT US

This website is owned by Square Mile Investment Consulting and Research Limited and is for professional advisers and other regulated firms only. The content of the website is provided for general information only and is not intended to amount to investment advice on which you should rely. Full details of Terms of Use for this website can be found here which should be read before using this website.

Feedback