Pacific Horizon Investment Trust

What Pacific Horizon Investment Trust does

Pacific Horizon Investment Trust, founded in 1989, is an investment trust managed by Baillie Gifford that invests in Asia-Pacific equities with the objective of long-term capital growth. It is one closed-end fund vehicle within Baillie Gifford's broader suite of actively managed investment products, which includes five actively managed ETFs, eleven US mutual funds, and fifteen distinct investment strategies spanning global, international, emerging markets, China, and US equity approaches. The underlying investment approach is research-driven, long-term focused, and emphasizes patient capital with contrarian thinking; portfolio turnover is structurally low (under 20% for Core Growth style, around 15% for High Growth style).

Baillie Gifford, the underlying investment manager, is an independent Scottish partnership founded in 1908 and operating without outside shareholders or external private equity ownership. The firm is wholly partner-owned, with documented partner promotions across 2012 through 2025 (Tom Slater, Dave Bujnowski, Gary Robinson, Kate Fox, Lillian Li, Kirsty Gibson), indicating ongoing talent development. It maintains core operations in the United Kingdom and a branch office in New York serving US institutional clients, with additional coverage in Canada and global mandates. Revenue mechanics for the parent firm derive from management and performance fees on AUM across multiple vehicle types — investment trusts, mutual funds, ETFs, and institutional separate accounts — though specific fee schedules, AUM figures, and revenue data are not disclosed in the source material for either Pacific Horizon or Baillie Gifford.

Name

Pacific Horizon Investment Trust

Legal name

Baillie Gifford & Co

Website

https://bailliegifford.com

Company type

Private

Founded year

1908

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Pacific Horizon Investment Trust, founded in 1989 and managed by Baillie Gifford, invests in Asia-Pacific equities targeting long-term capital growth as a closed-end fund within Baillie Gifford's broader active equity product suite.

Ownership category

akta.pro rank

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Core offering

Pacific Horizon Investment Trust is an investment trust that invests in Asia-Pacific equities with the goal of long-term capital growth. It is managed by Baillie Gifford, an independent investment partnership, and operates as a publicly traded closed-end fund. The trust provides shareholders with exposure to a portfolio of Asia-Pacific stocks selected under Baillie Gifford's long-term, research-driven investment approach.

Product overview

Pacific Horizon Investment Trust is managed by Baillie Gifford, offering a diverse range of actively managed investment products including 5 ETFs (Emerging Markets ETF, International Concentrated Growth ETF, International Alpha ETF, Long Term Global Growth ETF, U.S. Equity Growth ETF) and 11 US Mutual Funds covering global, international, emerging markets, China, and US equity strategies. The firm also offers 15 distinct investment strategies across multiple styles (Core Growth, High Growth) and geographies, including specialized approaches like Positive Change for impact investing. The investment approach is research-driven, long-term focused, and emphasizes patient capital with contrarian thinking across all products.

Differentiator

Problem solved

Functional benefit

Brands

• Baillie Gifford Funds: A range of US mutual funds managed by Baillie Gifford, including emerging markets, international growth, and US equity strategies.
• Baillie Gifford Active ETFs

Products and services

• Pacific Horizon Investment Trust A publicly listed investment trust that invests in Asia-Pacific equities aiming for long-term capital growth, managed by Baillie Gifford.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves6 records

Expansion highlights5 records

Direct peers

• abrdn Asian Income Fund: Asia-Pacific equity fund with both open and closed-end vehicles. Comparable in geographic focus and equity selection approach.
• Henderson Far East Income: Asia-Pacific equity income investment trust with a yield-oriented mandate. Comparable in geographic focus and closed-end structure, though tilted toward income rather than capital growth.
• JPMorgan Asian Investment Trust: Long-standing UK investment trust focused on Asian equities. Closely comparable peer given similar regional mandate and closed-end structure.
• Schroder Asian Total Return Investment Company: London-listed investment trust investing across Asia-Pacific equities with a total-return focus. Directly comparable in mandate, vehicle structure, and target investor base.
• Scottish Mortgage Investment Trust: Fellow Baillie Gifford-managed flagship investment trust with a long-term growth equity mandate. Most directly comparable peer given identical manager, long-duration philosophy, and closed-end structure.
• Templeton Asian Growth Fund: Long-standing Asian equity investment company with closed-end and open-ended structures. Comparable in regional focus and long-duration equity approach.
• Fidelity Asian Values: UK investment trust focused on Asian equities with a contrarian, value-oriented approach. Comparable in mandate and structure, with diametrically opposed style providing a useful counterpoint.

Emerging players

• Matthews Asia: US-domiciled asset manager specialising in Asia-Pacific equities across multiple strategies. Comparable in single-region focus and active bottom-up approach, though distributed via open-end funds rather than closed-end trusts.

Broad incumbents

• Caledonia Investments: UK-listed investment trust with diversified portfolio across geographies and asset classes. Comparable in being a self-managed investment trust, though broader remit.
• Alliance Trust: Diversified global equity investment trust with multi-manager approach. Comparable in being a UK-listed closed-end investment trust, though broader in geographic mandate.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCPRjLX30VVlxJwirNIshaDQ
• LinkedInlinkedin.com/showcase/baillie-gifford-usa

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pacific Horizon Investment Trust