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Video

Monthly Income Fund Q2 investment update

July 2025 / 6 min
Speaker
  • Nicoleta Dumitru

Overview

Investment manager Nicoleta Dumitru gives an update on the Monthly Income Fund covering Q2 2025.

View PDF transcript (1MB)
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About the speaker

Nicoleta Dumitru

Nicoleta is an investment manager in the Multi Asset Team and part of the Monthly Income Portfolio Construction Group. She joined Baillie Gifford in 2013 after graduating BSc (Hons) in Management and Marketing from the University of Manchester that same year.

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    The Monthly Income Fund prioritises long-term sustainable income over high short-term yields. The fund combines active allocation across a broad range of assets with global security selection to achieve its aims: to produce monthly income, while seeking to maintain the value of that income and of capital in line with inflation (UK CPI) over five-year periods.
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