USA.L
Baillie Gifford US Growth Trust PLC is a UK-domiciled, closed-ended investment trust. Launched and managed by Baillie Gifford & Co, its primary objective is to invest in publicly listed US equities. The trust targets high-growth companies across a broad spectrum of sectors and diverse market capitalizations. Portfolio construction is driven by a rigorous fundamental analysis coupled with a bottom-up stock-picking methodology.
Industry
Asset Management
IPO Date
2018-03-23
Stock Exchange
LSE
Ticker
USA.L
According to Baillie Gifford US Growth Trust PLC’s latest financial reports and current stock price. The company's current ROE is 25.27%. This represents a change of 142.92% compared to the average of 10.40% of the last 4 quarters.
The mean historical ROE of Baillie Gifford US Growth Trust PLC over the last ten years is 9.60%. The current 25.27% ROE has changed 163.25% with respect to the historical average. Over the past ten years (40 quarters), USA.L's ROE was at its highest in in the November 2020 quarter at 33.43%. The ROE was at its lowest in in the May 2022 quarter at -81.95%.
Average
9.60%
Median
17.60%
Minimum
-55.28%
Maximum
32.99%
Discovering the peaks and valleys of Baillie Gifford US Growth Trust PLC ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 70.62%
Maximum Annual ROE = 32.99%
Minimum Annual Increase = -609.20%
Minimum Annual ROE = -55.28%
| Year | ROE | Change |
|---|---|---|
| 2026 | 23.64% | 29.89% |
| 2025 | 18.20% | 30.38% |
| 2024 | 13.96% | -609.20% |
| 2023 | -2.74% | -95.04% |
| 2022 | -55.28% | -267.56% |
| 2021 | 32.99% | 13.68% |
| 2020 | 29.02% | 70.62% |
The current ROE of Baillie Gifford US Growth Trust PLC (USA.L) is less than than its 3-year, greater than its 5-year, and less than than its 10-year historical averages
3-year avg
18.60%
5-year avg
-0.44%
10-year avg
9.60%
Baillie Gifford US Growth Trust PLC’s ROE is less than The Baillie Gifford Japan Trust PLC (19.34%), less than Edinburgh Worldwide Investment Trust plc (32.46%), less than Pacific Horizon Investment Trust PLC (43.97%), less than Jupiter Fund Management Plc (11.59%), less than Schroder Oriental Income Fund Limited (39.20%), less than Capital Gearing Trust PLC GBP (5.59%), less than The Merchants Trust Plc (20.49%), less than The Global Smaller Companies Trust Plc (17.88%), less than VinaCapital Vietnam Opportunity Fund Limited (3.42%), greater than Patria Private Equity Trust Plc (0%),
| Company | ROE | Market cap |
|---|---|---|
| 19.34% | N/A | |
| 32.46% | N/A | |
| 43.97% | N/A | |
| 11.59% | N/A | |
| 39.20% | N/A | |
| 5.59% | N/A | |
| 20.49% | N/A | |
| 17.88% | N/A | |
| 3.42% | N/A | |
| 0% | N/A |
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