BAILLIE GIFFORD CHINA GRWTH TST PLC

MURRAY INTERNATIONAL TRUST PLCMYI · Asset ManagementAberdeen, United Kingdom

73% matchPublic

Established in the United Kingdom on December 18, 1907, Murray International Trust PLC functions as a closed-ended equity investment fund. Its operations are overseen by Aberdeen Fund Managers Limited, with additional management responsibilities shared with Aberdeen Asset Managers Limited. The fund is dedicated to investing in global public equity markets, targeting a diverse array of companies across various sectors and all market capitalization sizes. Its investment strategy employs a top-down, fundamental analysis, incorporating factors such as company valuation, performance metrics, and broader macroeconomic and monetary trends to shape its portfolio. The Trust's performance is gauged against a composite benchmark comprising 40% of the FTSE World UK Index and 60% of the FTSE World ex UK Index.

PACIFIC HORIZON INV TST PLCAsset ManagementEdinburgh, United Kingdom

73% match

Pacific Horizon Investment Trust PLC is a closed-ended equity investment trust, actively managed by Baillie Gifford & Co Ltd. The trust primarily focuses on investing in publicly traded companies across the Asia Pacific region (excluding Japan) and the Indian Subcontinent. Its portfolio is diversified across various sectors, predominantly targeting growth-oriented businesses of all market capitalizations that demonstrate superior earnings and cash flow growth potential. Performance is benchmarked against the MSCI All Country Far East ex Japan Index (in sterling terms). Formed on February 1, 1989, and domiciled in the United Kingdom, the trust was formerly known as Baillie Gifford Pacific Horizon Investment Trust.

JPMORGAN CHINA GROWTH & INCOME PLCJCGI · Asset ManagementLondon, United Kingdom

71% matchPublic

JPMorgan China Growth & Income plc is a UK-domiciled investment trust, established on October 1, 1993. This closed-ended equity fund is managed by JPMorgan Funds Limited, with support from co-manager JPMorgan Asset Management (UK) Limited. Its primary objective is to invest in public stock markets across the Greater China region, concentrating mainly on growth-oriented companies operating in diverse industries. The fund constructs its portfolio using comprehensive fundamental analysis, carefully evaluating factors such as the clarity of earnings and cash flow, the strength of balance sheets, and brand equity. Its investment performance is benchmarked against the MSCI Golden Dragon Index.

EDINBURGH WORLDWIDE INV TRUST PLCEWI · Asset ManagementEdinburgh, United Kingdom

70% matchPublic

Managed by Baillie Gifford & Co. Ltd., Edinburgh Worldwide Investment Trust plc functions as a closed-ended equity fund. It targets public equity markets globally, seeking investments in businesses across various sectors. The trust primarily focuses on high-growth shares of smaller companies, specifically those with market capitalizations under $5 billion. Its portfolio performance is benchmarked against the MSCI All Countries World Index. This UK-domiciled investment trust was established in 1998.

SCHRODER ASIAN TOTAL RETURN INV COAsset ManagementLondon, United Kingdom

70% match

Schroder Asian Total Return Investment Company plc, a closed-ended investment trust domiciled in the United Kingdom, was established on November 26, 1987. Launched by Schroder Unit Trusts Limited, its management responsibilities are shared between Schroder Investment Management Limited and Schroder Investment Management (Singapore) Limited. The trust's core investment strategy involves allocating capital to public equity markets within the Asia Pacific region, with the exception of Japan. It seeks to build a diverse portfolio by investing in companies across various sectors, predominantly focusing on small and medium-capitalisation firms. Furthermore, the fund strategically utilises financial derivatives. Its investment performance is benchmarked against the MSCI AC Asia Pacific ex Japan index. This entity was formerly known as Schroders Investment Trusts - Asian Total Return Investment Company plc.

BlackRock Income and Growth Investment Trust plc functions as a closed-ended equity investment vehicle, having been established by BlackRock Fund Managers Limited. Its investment operations are overseen by BlackRock Investment Management (UK) Limited. The trust strategically allocates capital within the United Kingdom's public stock markets, seeking to acquire shares in companies across a diverse range of sectors. A key focus of its investment approach is on growth-oriented, large-capitalization companies included in the FTSE 100 Index. The performance of its portfolio is benchmarked against the comprehensive FTSE All-Share Index. Originally known as British Portfolio Trust, the entity was formed on December 14, 2001, and is legally domiciled in the United Kingdom.