WORLDWIDE DIVERSIFIED RETURN EURO FUNDWORLDWIDE DIVERSIFIED RETURN EURO FUND
The Worldwide Diversified Return Euro Fund aims to provide capital growth over the long term at a lower risk than that of equity markets by investing in a multi-asset portfolio, including, but not limited to, equities and bonds, Eligible Collective Investment Schemes, other transferable securities, money market instruments, cash and cash equivalents and financial derivative instruments.
Performance & PortfolioSelect currencyCumulative Performance 31/01/2021
Rebased to 100 at the start date of this chart.
B Acc EUR share class launched on 02 October 2018.Unfortunately we were unable to load the chart. Please try again later.
Top Ten Holdings - 31/01/2021
Fund % 1 Baillie Gifford WW Div Return Sub-Strategy Company 33.6% 2 BG Emerging Markets Leading Companies Fund 4.6% 3 BG High Yield Bond Fund 3.8% 4 UBS [Union Bank of Switzerland] 3.7% 5 BG American Fund 3.6% 6 BG Emerging Markets Bond Fund 3.1% 7 BG European Fund 3.1% 8 Citigroup 2.9% 9 BG Worldwide Japanese Fund 2.8% 10 China 2.7% Total 64.1% Fund % 1 Baillie Gifford WW Div Return Sub-Strategy Company 33.6% 2 BG Emerging Markets Leading Companies Fund 4.6% 3 BG High Yield Bond Fund 3.8% 4 UBS [Union Bank of Switzerland] 3.7% 5 BG American Fund 3.6% 6 BG Emerging Markets Bond Fund 3.1% 7 BG European Fund 3.1% 8 Citigroup 2.9% 9 BG Worldwide Japanese Fund 2.8% 10 China 2.7% Total 64.1%Unfortunately we were unable to load the chart. Please try again later.
Addressing Cashflow Negativity with Multi Asset Income.
Falling income is just the latest in a long line of problems that have faced defined benefit pension schemes over the years. Managers now need to increase exposure to higher yielding assets to compensate for declining dividends. Anthony Dickson considers some of the options.September 2020
Back to the Future.
Has the pandemic ushered in a return of mid-20th century economics? With unprecedented stimulus replacing austerity, David McIntyre argues that monetary policy has given way to fiscal policy, creating new opportunities for multi asset portfolios.August 2020
Multi Asset Long-Term Return Expectations.
Long-Term Return Expectations sets out the Multi Asset Team’s views, as at 30 June 2020, on the prospective returns for asset classes over cash, over the next 10 years and beyond.July 2020
Multi Asset Investment Update.
James Squires, head of multi asset, discusses several key areas related to Baillie Gifford’s multi asset funds, namely an update on performance, our current views and outlooks and how those views and outlooks inform the positioning of the portfolios.May 2020
Multi Asset Stewardship Report.
Our approach to stewardship is based on a set of key beliefs relating to how we think about governance and sustainability. This report looks at our Multi Asset Team’s stewardship activities for 2019.February 2020
Long-Term Return Expectations.
Long-Term Return Expectations sets out the Multi Asset team’s views, as at 31 December 2019, on the prospective returns for asset classes over cash over the next 10 years and beyond.ARCHIVEDThird Quarter 2019
With stable, inflation-linked cash flows, infrastructure may offer both a good source of return and diversification benefits within a multi-asset portfolio. Investment Manager James Squires takes a closer look at the asset class and its key characteristics.
James is Head of the Multi Asset Team and a member of the Investment Risk Committee. He became a Partner in 2018. James joined Baillie Gifford in 2006, initially working in our North American Equity and Fixed Income Teams. He has been a CFA Charterholder since 2010 and graduated BA in Mathematics and Philosophy from the University of Oxford in 2005.
David is an Investment Manager in the Multi Asset Team and is a CFA Charterholder. He joined Baillie Gifford in 2008, initially working in our Fixed Income and European Equity Teams. David previously worked for KPMG and in 2007 qualified as a Chartered Accountant. He graduated BA in History and Politics from the University of Oxford in 2004.
Felix joined Baillie Gifford in 2011 and is an Investment Manager in the Multi Asset Team. He is a CFA Charterholder. Felix graduated BComm in Accounting from University of Cape Coast, Ghana in 2008 and MSc in Investment Analysis from the University of Stirling in 2010.
Scott joined Baillie Gifford in 2015 and is an Investment Manager in the Multi Asset Team. Prior to joining Baillie Gifford, he worked for Schroders in London, BEA Union in Hong Kong and Towers Watson. Scott graduated BSc in Actuarial Mathematics and Statistics from Heriot-Watt University in 1999. He is a Fellow of the Institute and Faculty of Actuaries.
Nicoleta joined Baillie Gifford in 2013 and is an Investment Manager in the Multi Asset Team. In 2018, she joined the Multi Asset Income Portfolio Construction Group (PCG). Nicoleta graduated BSc (Hons) in Management and Marketing from the University of Manchester in 2013.
How to Invest
You can invest in a range of our funds via a number of fund platforms and supermarkets. Certain share classes are available for investment via a number of platforms. Please see the links opposite.
Baillie Gifford does not sponsor, maintain or have any control over the content of any other websites.
Therefore, we are not responsible for the adequacy or accuracy of any of the information you may view, nor do we undertake to ensure successful transmission to any linked website.
You can access any literature about the Fund here, either by downloading or requesting a copy by post (where available). Please note that, due to current government restrictions, we have a limited number of staff in our office. As a result, if posting instructions to us, there may be a delay in processing these due to these current restrictions.
To download any document you will need Adobe Reader. Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.
Key Investor Information Documents
MIFID II Ex-Ante Disclosures
Philosophy and Process Documents
Quarterly Investor Updates
BAILLIE GIFFORD INVESTMENT MANAGEMENT (EUROPE) LIMITED: REGISTERED OFFICE
Baillie Gifford Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (No. C182354). Registered office: 4/5 School House Lane East, Dublin 2, D02 N279. Registered in Ireland (No. 625892).COMPLAINTS CONTACT DETAILS
In the first instance, clients should contact their normal Client Contact with any concerns. Alternatively, or for those clients who do not have a direct client contact assigned, complaints can be emailed to Baillie Gifford’s Compliance Department at: [email protected]. A summary document which contains details on Baillie Gifford’s complaints management policy is available upon request. All material complaints are recorded in an in-house incident management system and are escalated to, and dealt with by, members of staff of suitable seniority, independent of the area from which the matter arose.