Capital at risk

Investment strategy

Managed

The Managed Strategy combines Baillie Gifford’s best regional equity and global bond investment ideas, balanced by an allocation to cash. We have the flexibility to manage a portfolio in line with your bespoke asset allocation needs and have been running portfolios in this way for over 30 years. The Managed Fund (a UK OEIC) is the Strategy’s flagship pooled vehicle.

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Bringing the best opportunities together

For over three decades, the Managed Strategy has brought together exciting opportunities in equities and bonds balanced by an allocation to cash. Our best ideas, all in one place.

Agile investing, flexible and balanced

Our aim is to deliver capital growth over the long term. The flexibility of our approach means we can accommodate a client-specific benchmark for performance measurement purposes. While bonds and cash are held to provide balance versus equities, the Strategy does not have a volatility target. Indeed, we view shorter-term volatility as a necessary part of the journey towards achieving superior long-term returns. The Strategy provides a balanced approach to investing, not only through the exposure it offers to different asset classes and geographies around the world, but also by holding a diverse array of growing companies. 

An approach that’s simply different

Our expertise lies in bottom-up stock and bond picking. We invest in growing businesses from the UK, Europe, North America, Emerging Markets and Developed Asia, as well as attractive opportunities in corporate and government bonds. This approach, along with bespoke asset allocations, creates a portfolio that typically looks very different from the index. We believe differentiation is crucial in order to deliver meaningful outperformance, net of fees, over 5-10 years and beyond.

What could be simpler than a portfolio that brings together Baillie Gifford’s best ideas across the three most fundamental asset classes?
Lucy Haddow

Meet the managers

Documents

Philosophy and process

Explore our investment philosophy and the processes around how the team constructs the portfolio.

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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 equity holdings that the representative portfolio invests in.

All figures up to: 31 March 2024

#Holding% of portfolio
1Amazon.com1.5%
2The Trade Desk1.5%
3NVIDIA1.4%
4Shopify1.4%
5TSMC1.4%
6ASML1.2%
7Meta Platforms1.0%
8Schibsted1.0%
9Kingspan Group1.0%
10Ryanair0.9%

Strategy holdings by region

All figures up to: 31 March 2024

1UK20.10%
2Europe (ex UK)19.70%
3North America18.50%
4Overseas Bonds16.20%
5Developed Asia Pacific11.40%
6Emerging Markets9.60%
7UK Bonds3.60%
8Cash & Derivatives0.80%
Total 100%

Strategy holdings by region

All figures up to: 31 March 2024

Total: 100%

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.

Explore further

Curious to learn more about our products and what we can offer you? Please get in touch.

Important information

Please remember that all investment strategies have the potential for profit and loss and your or your clients’ capital may be at risk.
 
The information on this Website is issued by Baillie Gifford Asia (Hong Kong) Limited 柏基亞洲(香港)有限公司 (the “Company”) which is licensed by the Securities and Futures Commission of Hong Kong (the “SFC”) under the Securities and Futures Ordinance (“SFO”) for Type 1 (Dealing in Securities) and a Type 2 (Dealing in Futures Contracts) regulated activities with CE Number BGB803. It allows the Company to market and distribute the Baillie Gifford’s range of collective investment schemes to Professional Investors (as defined by the SFO) in Hong Kong.
 
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This website is informative only and the information provided should not be considered as investment or other advice or a recommendation or offer to buy, sell or hold a particular investment. You can read details of our Legal and Important Information here. Please remember that all investment strategies have the potential for profit and loss and your or your clients’ capital may be at risk.
 
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Baillie Gifford Asia (Hong Kong) Limited 柏基亞洲(香港)有限公司 is incorporated in Hong Kong.  The Company’s principal place of business is Suites 2713-2715 Two International Finance Centre, 8 Finance Street, Central, Hong Kong . Baillie Gifford Asia (Hong Kong) Limited 柏基亞洲(香港)有限公司 is a wholly owned subsidiary of Baillie Gifford Overseas Limited, which is wholly owned by Baillie Gifford & Co. Baillie Gifford Overseas Limited and Baillie Gifford & Co are authorised and regulated in the UK by the Financial Conduct Authority.