South AfricaSouth AfricaProfessional investor
Baillie Gifford

Capital at risk

Investment capability

China equities

Investing in fast-growing Chinese companies that reflect the most exciting transformations underway in the world’s second-largest economy.

Round glass buildings at night viewed from inside another building in the financial district of Beijing, China.

Why invest in Chinese equities?

Increasingly innovative China plays to its strength: scale. Key industries enjoy top-down support, its consumer market is expanding and there’s a focus on developing core technologies and automating production. Most importantly for you, it’s full of world-leading companies capable of long-term growth. Our experience and unique approach can help you navigate the risks and take advantage of the investment opportunities.

How do we invest in Chinese equities?

Retail investors dominate China’s market. Many hold stocks briefly and base their decisions on speculation. By contrast, we focus on disruptive and structural long-term trends to pursue great returns.

By combining global perspectives with our Shanghai-based team’s on-the-ground insights, we aim to pick the best companies and invest for long periods to achieve substantial growth for you.

China equities strategies

  1. Aerial Photo Shots of Spring Blossom Bridge in Shenzhen, China.

    China

    A diversified portfolio of 40-80 of the best growth companies in China, regardless of listing location, size or weight in an index.
  2. Scientist wearing protective equipment in a laboratory moving a tray of equipment.

    China A Shares

    A concentrated portfolio of 25-40 high-growth companies that are listed in China’s domestic market.

All our investment capabilities

Filtered by
  1. Caving team at the bottom of a deep cave wearing torches, with ropes hanging from the daylight above.

    Core growth

    Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
  2. The Valencia City of Arts and Sciences at sunset.

    Equity and multi-asset income

    Seeking both dependable income and long-term capital growth.
  3. Asian woman working in vegetable greenhouse.

    Flexible growth

    Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
  4. A honey hunter hanging off a cliff on a rope ladder.

    High growth

    Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.