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Baillie Gifford

Capital at risk

Investment capability

Equity income and multi-asset income

Our equity and multi-asset-income strategies aim to generate dependable income for you while maintaining or growing the inflation-adjusted value of your capital over the long term.

The Valencia City of Arts and Sciences at sunset.

What are the strategies’ characteristics?

Global Equity Income and its responsible variant invest in 50 to 80 companies offering sustainable and dependable growth. We seek to create capital growth and a dependable income, both accounting for inflation. Sustainable Income invests in global equities, ‘real assets’ – such as property and infrastructure – and fixed income. It pays a higher level of steady current income than equity-only income portfolios while seeking to maintain the inflation-adjusted value of capital and income over time. 

How do we invest in these income strategies?

Our Global Income Growth team manages the Equity Income strategies. It seeks cash-generative and capital-light firms with defensible competitive positions, which pay dividends as well as reinvest for growth. 

Multi Asset Income is managed by a Portfolio Construction Group. It draws in specialists from across Baillie Gifford. Asset class diversification reduces vulnerability to short-term volatility. 

Equity income and multi-asset-income strategies

  1. Three intrepid cyclists exploring scenic mountain trails on their high-performance bike.

    Global Income Growth

    Balancing current income needs and long-term capital growth, aiming for comprehensive, enduring returns.
  2. Asian female traveller photographing the spectacular nature scenics of Arashiyama Bamboo forest with smartphone while travelling in Kyoto, Japan.

    Japan Income Growth

    We try and find Japan's undervalued assets through a fundamentals-driven approach for investors seeking potential growth opportunities.
  3. Cyclist riding up on road in the mountains.

    Responsible Global Equity Income

    We believe in the potential power of dividend compounding for enduring income and long-term capital growth success.
  4. Nautilus shell cut in half, showing inside of shell and chambers in profile.

    Sustainable Income

    We prioritise long-term income over short-term yield, with the aim of delivering investors a sustainable and enduring stream of returns.

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. Two adventure cyclists on a single track road in the Scottish Highlands.

    Fixed income

    Targeting company and government bonds with a focus on long-term outcomes.
  4. Asian woman working in vegetable greenhouse.

    Flexible growth

    Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
  5. 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.

Important information

The information provided does not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. Baillie Gifford does not currently have any funds that offer securities under a simplified prospectus for general offer or sale within Canada. No securities regulatory authority in Canada has reviewed or in any way passed upon this website or the merits of any investment available, and any representation to the contrary is an offence.

Persons resident or domiciled in Canada should consult with their professional advisers as to whether they require any governmental or other consents in order to enable them to trade.

You can read details of our Legal and Important Information here.

 

Trade Matching Statement

This Trade-Matching Statement is being provided in accordance with National Instrument 24-101 -"Institutional Trade Matching and Settlement" and Companion Policy 24-101 CP (the "National
Instrument"). It applies to all trades that are subject to the National Instrument. View the whole statement.