Anyone with access behind the wall? 
1 Like
I looked into this and it was indeed a stock split…it was my only concern until I came across an article
2 Likes
I second that notion 
What risks do you see in holding the 4 BG funds? Is any further diversification required in your opinion. My thought process is a bond % with SAIN to further diversify, especially with the current market high prices.
I’m also thinking about further diversification … but for now I’m satisfied with the current selection of four funds. In my opinion, no major risks, But then again, we’re talking about the market. 
If you look at the past performance of many of BG funds they are some of the best out there.
There is naturally some overlap between a few of them, particularly with Tesla being the largest holding in several of the funds. (I forget which ones)
@RBB my earlier post about overlapping funds.
@libreus that’s really helpful thanks. Given the historical performance of BG and their investment philosophy, I think the combination of the 4 funds is well placed to deliver strong results over the long term. I plan on dollar cost averaging into the trusts over the next few years.
Where do you get this info?
It’s all on the BG website under the funds section.
You can also download all the documents to see holdings etc etc
Here:
I’m looking at a x4 fund model long-term
Scottish Mortgage
Monks
Edinburgh Worldwide
Baillie Gifford China Growth
May increase to x5 when Keystone Positive Change launches in Feb and replicates the Baillie Gifford Positive Change fund.
The reason I discounted American Growth was it was less diverse than Monks, when compared to the other 3 Trusts
1 Like
China Growth alerts been going off for me last cuple days, I dont own it but waiting for good entry as they reduce it to NAV price. Its down to 459, NAV being 439.
I am thinking it is surely about as low as it will go?
BGCG has been battered this last week. I’m thinking just a few more days for it to all value out with the new shares, then it’ll start growing again.
I’m a little confused by this really.
I know they issued some stock to dilute but are they doing thing gradually to achieve the NAV? Or is it people selling off?
If it it people selling off and all the stock has been issued for dilution I’m not sure how much lower it will go due to the RSI being so beaten up.
1 Like
Issuing equity daily at the minute.
2 Likes
and it shows…
Hopefully the pain will end soon, and it will start gaining again
I’ve maybe misunderstood the purpose of their recent vote. We’re they voting to issue new shares or voting to releasing existing shares into the public? As the current issue of shares seem to all be from shares held in treasury that existed before the vote.
1 Like