• INFO@SQUAREMILERESEARCH.COM

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

Feedback