Morningstar

Baillie Gifford Health Inn Eq Instl BGHBX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Baillie Gifford Investment Hub

Morningstar’s Analysis BGHBX

Will BGHBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGHBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGHBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BGHBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Baillie Gifford Health Inn Eq Instl's recent People Pillar rating upgrade outweighs the negative impact of its fee hike, resulting in an improvement in its Morningstar Medalist Rating to Neutral from Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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