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Visual24 Oct 2025
The rise of Alphabet
Baillie Gifford China Growth Trust (BGCG) investor relations material
Baillie Gifford China Growth Trust H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary24 Sep, 2025
Executive summary
NAV per share total return was 14.6% for the six months to 31 July 2025, outperforming the MSCI China All Shares Index by 4.3%.
Share price total return was 15.5%, reducing the discount to NAV to 9.9%.
Strong performance was driven by holdings in Pop Mart, Zhongji Innolight, Tencent, Zijin Mining, and an upward revaluation of ByteDance.
Portfolio turnover was below 20%, with new positions in ANTA Sports, Yangtze Power, and reductions in Meituan.
The company bought back 0.87m shares at an average discount of 10.6%, enhancing NAV total return.
Financial highlights
Total assets before bank loans rose to £179.5m from £159.2m at 31 January 2025.
Net asset value per share increased to 294.53p from 259.07p, a 13.7% rise.
Share price rose to 265.50p from 232.00p, an increase of 14.4%.
Revenue earnings per share for the period were 2.45p, up from 2.40p year-over-year.
Ongoing charges ratio was 1.12% for the year ended 31 January 2025.
Outlook and guidance
The outlook is constructive, supported by policy stimulus, private sector support, and innovation in AI and high-growth industries.
Portfolio holdings are forecasted to deliver nearly double the benchmark's earnings growth over the next three years.
The Board believes the portfolio remains attractively valued, trading at a substantial discount to global equities.
ByteDance valuation: How is US business risk factored?
Key tools for discount management?
Rationale for significant private sector overweight?
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Next Baillie Gifford China Growth Trust earnings date
H2 20259 Apr, 2026
Next Baillie Gifford China Growth Trust earnings date
H2 20259 Apr, 2026
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Frequently asked questions
Baillie Gifford China Growth Trust PLC is a United Kingdom-based investment trust primarily focused on achieving long-term capital growth. It invests in a portfolio that includes both listed and unlisted Chinese companies, with the flexibility to allocate up to 20% of its assets in unlisted companies. The trust's investments cover a broad range of sectors such as consumer discretionary, communication services, industrials, and technology. The company is headquartered in Edinburgh, Scotland, and its shares are listed on the London Stock Exchange.
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