Capital at risk
Responsible Global Equity Income
Long-term dividend compounding is the eighth wonder of the world.
We focus on companies that can compound earnings and dividends effectively over long periods. These are rare but can deliver attractive returns.
Investing for a lifetime of income
Whether you require an income for years to come or are simply looking for attractive long-term capital appreciation, dividend growth investing could be what you’re looking for.
Global Income Growth Q1 investment update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Responsible and dependable growth
We aim to deliver a dependable income and real growth in capital over the longterm by investing in responsible companies.
We believe the best way to do this is to invest in firms which can pay dependable dividends across the cycle, with the prospect of real profit growth, which will in turn lead to growth in dividends and capital.
These are rare and highly attractive to clients seeking income today and well into the future.
What do we mean by responsible? Beyond the exclusion of sin sectors, we mean investing in companies that are trying to address environmental, social and governance (ESG) issues and future-proofing their business.
A carefully selected portfolio
Our portfolio is a collection of carefully selected dividend-paying companies with attractive growth prospects.
Their sustainable earnings growth have the potential to support real growth in dividends, and they typically have resilient business models
Our strategy is managed with a growth mindset and a lengthy time horizon, focusing on dividend growth, not short-term yield.
Long-term dividend compounders are the unsung heroes of the market
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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Strategy portfolio holdings
A list of the top 10 holdings that the representative portfolio invests in.
All figures up to: 31 March 2024
| # | Holding | % of portfolio |
|---|---|---|
| 1 | Novo Nordisk | 5.1% |
| 2 | Microsoft | 5.0% |
| 3 | Fastenal | 4.5% |
| 4 | Watsco | 4.3% |
| 5 | TSMC | 4.1% |
| 6 | Schneider Electric | 3.7% |
| 7 | Procter & Gamble | 3.4% |
| 8 | Atlas Copco | 3.0% |
| 9 | Partners | 2.9% |
| 10 | PepsiCo | 2.8% |
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).
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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
Global Income Growth Q1 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Five years of Responsible Global Equity Income
Investment specialists reflect on the first five years of the Responsible Global Equity Income Strategy.
How dividend growth signals compounding
Investor James Dow explains why dividend growth indicates a company can compound its earnings.
Albemarle: salt flats and social responsibility
Why the lithium giant Albemarle engages in research and data monitoring.
Global Income Growth Q4 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
A net zero initiative update
A reflection on Baillie Gifford’s commitment to the climate transition.
Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Responsible Global Equity Income Stewardship Report 2023
Does engagement make a difference? The Responsible Global Equity Income Team provides its annual update.
TSMC’s decarbonisation dilemmas
TSMC’s progress in securing greener energy supplies in Taiwan.
Responsible Global Equity Income strategy update
Portfolio managers James Dow and Ross Mathison discuss current views and portfolio positioning against the backdrop of rising interest rates and market volatility.
Global Income Growth Q2 update
The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.
Responsible Global Equity Income stewardship report 2022
For the year ended March 2022.
Global Income Growth Q1 investment update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Related insights
Global Income Growth Q1 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Five years of Responsible Global Equity Income
Investment specialists reflect on the first five years of the Responsible Global Equity Income Strategy.How dividend growth signals compounding
Investor James Dow explains why dividend growth indicates a company can compound its earnings.Albemarle: salt flats and social responsibility
Why the lithium giant Albemarle engages in research and data monitoring.Global Income Growth Q4 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.A net zero initiative update
A reflection on Baillie Gifford’s commitment to the climate transition.Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Responsible Global Equity Income Stewardship Report 2023
Does engagement make a difference? The Responsible Global Equity Income Team provides its annual update.TSMC’s decarbonisation dilemmas
TSMC’s progress in securing greener energy supplies in Taiwan.Responsible Global Equity Income strategy update
Portfolio managers James Dow and Ross Mathison discuss current views and portfolio positioning against the backdrop of rising interest rates and market volatility.Global Income Growth Q2 update
The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.Responsible Global Equity Income stewardship report 2022
For the year ended March 2022.
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
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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