Capital at risk

Investment strategy

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.  

Cyclist riding up on road in the mountains.

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 long-term 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 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
James Dow

Meet the managers

Documents

Philosophy and process

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

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.

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
1Novo Nordisk5.1%
2Microsoft5.0%
3Fastenal4.5%
4Watsco4.3%
5TSMC4.1%
6Schneider Electric3.7%
7Procter & Gamble3.4%
8Atlas Copco3.0%
9Partners2.9%
10PepsiCo2.8%

Strategy holdings by region

All figures up to: 31 March 2024

1North America40.50%
2Europe (ex UK)34.40%
3Emerging Markets9.50%
4Developed Asia Pacific9.00%
5UK6.10%
6Cash0.60%
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.

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

Viewing 13 of 13
  1. Global Income Growth Q1 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video10 minutes
  2. Five years of Responsible Global Equity Income

    Investment specialists reflect on the first five years of the Responsible Global Equity Income Strategy.
    March 2024
    Video39 minutes
  3. How dividend growth signals compounding

    Investor James Dow explains why dividend growth indicates a company can compound its earnings.
    February 2024
    Article5 minutes
  4. Albemarle: salt flats and social responsibility

    Why the lithium giant Albemarle engages in research and data monitoring.
    February 2024
    Article4 minutes
  5. Global Income Growth Q4 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video14 minutes
  6. Why growth, why now?

    Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
    December 2023
    Article17 minutes
  7. A net zero initiative update

    A reflection on Baillie Gifford’s commitment to the climate transition.
    November 2023
    Article
  8. Global Income Growth Q3 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  9. Responsible Global Equity Income Stewardship Report 2023

    Does engagement make a difference? The Responsible Global Equity Income Team provides its annual update.
    August 2023
    Document
  10. TSMC’s decarbonisation dilemmas

    TSMC’s progress in securing greener energy supplies in Taiwan.
    July 2023
    Article
  11. 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.
    July 2023
    Video48 minutes
  12. Global Income Growth Q2 update

    The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video11 minutes
  13. Responsible Global Equity Income stewardship report 2022

    For the year ended March 2022.
    October 2022
    Document

Global Income Growth Q1 investment update

The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.

Related insights

  1. Global Income Growth Q1 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    April 2024
    Video10 minutes
  2. Five years of Responsible Global Equity Income

    Investment specialists reflect on the first five years of the Responsible Global Equity Income Strategy.
    March 2024
    Video39 minutes
  3. How dividend growth signals compounding

    Investor James Dow explains why dividend growth indicates a company can compound its earnings.
    February 2024
    Article5 minutes
  4. Albemarle: salt flats and social responsibility

    Why the lithium giant Albemarle engages in research and data monitoring.
    February 2024
    Article4 minutes
  5. Global Income Growth Q4 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    January 2024
    Video14 minutes
  6. Why growth, why now?

    Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
    December 2023
    Article17 minutes
  7. A net zero initiative update

    A reflection on Baillie Gifford’s commitment to the climate transition.
    November 2023
    Article
  8. Global Income Growth Q3 update

    The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
    October 2023
    Video11 minutes
  9. Responsible Global Equity Income Stewardship Report 2023

    Does engagement make a difference? The Responsible Global Equity Income Team provides its annual update.
    August 2023
    Document
  10. TSMC’s decarbonisation dilemmas

    TSMC’s progress in securing greener energy supplies in Taiwan.
    July 2023
    Article
  11. 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.
    July 2023
    Video48 minutes
  12. Global Income Growth Q2 update

    The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.
    July 2023
    Video11 minutes
  13. Responsible Global Equity Income stewardship report 2022

    For the year ended March 2022.
    October 2022
    Document

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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