Openbookopenbook
Equity
Baillie Gifford UK Growth Fund PLC(BGUK)
GBX --+0.00%
Reward56Moderate
Risk50Moderate
📊75%Data
Strong 91% profit margin · 2.8% dividend yield · Revenue growing 74% YoY
BGUK
+0.0 · +0.00%
GBX · LSE
Baillie Gifford UK Growth Fund PLC | Financial Services
Balanced
Market Cap:221.04M
ℹ️
Reward Rating
56
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
50
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on BGUK to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Baillie Gifford UK Growth Fund PLC?

Baillie Gifford UK Growth Trust plc is a closed-ended equity mutual fund launched and managed by Schroder Unit Trusts Ltd.

BGUK · Verdict

Solid reward · moderate risk

BGUK's standout is profitability, while valuation remains the main concern.

Based on 88% data coverage

BGUK · Verdict

What’s working & what to watch

Strengths 1

  • Profitability74/100

    90% net margin · 12% ROE

Watchouts 1

  • Valuation35/100

    Below average

Model-based scoring. For information only — not financial advice.

What is Baillie Gifford UK Growth Fund PLC?

Baillie Gifford UK Growth Trust plc is a closed-ended equity mutual fund launched and managed by Schroder Unit Trusts Ltd. The fund is co-managed by Schroder Investment Management Limited. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 221.04M, and a P/E ratio of 7.3x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Strong margins and consistent earnings support financial stability.
⚠️ Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (56)

The scoring profile indicates moderate reward potential, with profitability and growth as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap221.04M
P/E Ratio7.2857
Dividend Yield2.75%
52 Week High212
52 Week Low175.9918
Last AnnualApril
IPO DateN/A
IncorporatedUK
Shares Outstanding108M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.918
CurrencyGBX · Reports in GBP
Websitewww.schroders.com/en/uk/private-investor/f
openbook

Stock research for everyday UK investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.