Capital at risk
Diversified Growth
We’ve been investing in multi-asset portfolios since 2009. Our edge is our wide opportunity set and asset allocation mix, which allow us to create nimble portfolios prepared for different economic conditions.
Our strategy is actively managed and diversified – an important approach when seeking attractive long-term returns at lower volatility than equity markets.
A breadth of opportunity
Our mission is simple – we take advantage of a breadth of opportunity across a diverse range of asset classes, aiming to deliver attractive returns with lower volatility than equity markets.
High variation, low volatility
We seek to provide a diverse portfolio of asset classes that has dual objectives with an equal focus on return and risk.
We take a broad opportunity set and turn it into a single fund. We know this offers our clients a simple and effective way to achieve diversification at lower volatility levels than equity markets.
Our objectives:
- A return that is at least 3.5 per cent more than the UK base rate over rolling five-year periods
- A positive return over rolling three-year periods
- Volatility of returns below 10 per cent over rolling five-year periods
Investing with the future in mind
Our portfolios avoid complexity and are positioned to achieve returns with low volatility.
We identify the major drivers of markets and apply our expertise to construct a portfolio that invests across asset classes, incorporating:
- Macroeconomic views
- Long-term return expectations
- Risk and near-term scenario analysis
The result is a top-down, macroeconomic and research-led portfolio, which seeks to generate value for our clients throughout economic cycles.
Change brings opportunities. Short-term changes can be as unpredictable as the meander of a river, but by focusing on long-term trends, we think it’s possible to figure out the destination.
Meet the managers
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Philosophy and process
Explore our investment philosophy and the processes around how the team constructs the portfolio.
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You can invest in this strategy through the following fund(s).
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Curious to learn more about our products and what we can offer you? Please get in touch.
Strategy portfolio holdings
A list of the top 10 holdings that the representative portfolio invests in.
All figures up to: 30 April 2024
| # | Holding | % of portfolio |
|---|---|---|
| 1 | Baillie Gifford Emerging Markets Leading Companies Fund | 6.4% |
| 2 | UK T Bill 24/06/2024 | 5.2% |
| 3 | Leadenhall UCITS ILS Fund | 4.1% |
| 4 | Galene Fund | 3.8% |
| 5 | Baillie Gifford Global Income Growth Fund | 3.6% |
| 6 | Aegon ABS Opportunity Fund Acc | 3.3% |
| 7 | Plutus CLO Fund | 3.2% |
| 8 | Baillie Gifford Long Term Global Growth Investment Fund | 2.1% |
| 9 | Dimensional Global Value Fund | 2.0% |
| 10 | WisdomTree Aluminium ETC (c) | 2.0% |
Please note
The information contained on this page is intended as a guide only and should not be relied upon when making investment decisions. All holdings information is unaudited. Source Baillie Gifford & Co. Please note that totals may not add due to rounding.
Invest in this strategy
You can invest in this strategy through the following fund(s).
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
Insights
Key articles, videos and podcasts relating to the strategy:
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Insights
Japan: the land of the rising yield
How Japan's changing economy is reshaping the Multi Asset investment landscape.
Multi Asset investment update
An update on performance, portfolio developments and where we see new opportunities.
Where are the opportunities?
The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.
Multi Asset investment update
An update on the portfolio, market environment and outlook for the year ahead.
Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
Multi Asset Stewardship Report 2022-23
We are not just budgeting for risk and costs, Multi Asset budgets for carbon.
Multi Asset: Investment process evolution
Focusing on the central pillars of our multi-asset investment process has sparked an evolution.
Multi Asset Q3 investment update
How is the portfolio adapting to risks and opportunities? Scott Lothian explains.
Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
Multi Asset quarterly update
Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
Multi Asset investment update
An update on performance, portfolio developments and where we see new opportunities.
Japan: the land of the rising yield
How Japan's changing economy is reshaping the Multi Asset investment landscape.Multi Asset investment update
An update on performance, portfolio developments and where we see new opportunities.Where are the opportunities?
The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.Multi Asset investment update
An update on the portfolio, market environment and outlook for the year ahead.Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.Multi Asset Stewardship Report 2022-23
We are not just budgeting for risk and costs, Multi Asset budgets for carbon.Multi Asset: Investment process evolution
Focusing on the central pillars of our multi-asset investment process has sparked an evolution.Multi Asset Q3 investment update
How is the portfolio adapting to risks and opportunities? Scott Lothian explains.Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.Multi Asset quarterly update
Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
Invest in this strategy
You can invest in this strategy through the following fund(s).
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
How to invest in this strategy
You can invest in this strategy through the following fund(s).
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
Important information
Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients. Both are authorised and regulated by the Financial Conduct Authority.
The information provided does not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. Any general enquiries regarding Baillie Gifford should be directed to the relevant individual as noted in the Contact Us section.
The information contained in this website has been compiled with considerable care to ensure its accuracy at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Nothing in this information or elsewhere in this website shall exclude, limit or restrict our duties and liabilities to you under the United Kingdom's Financial Services and Markets Act 2000 or any conduct of business rules which we are bound to comply with.
This website is informative only and the information provided should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.