Capital at risk

Investment strategy

Sustainable Income

What does sustainable mean to you? Something that lasts a lifetime? We think it’s a resilient income that can keep pace with inflation over time.  

Sustainable income is a simple, multi-asset strategy designed to be a core holding for investors with long-term income needs.

Detailed pink halved shell of a chambered nautilus (Nautilus pompilius) shows beautiful spiral pattern. Isolated on white.

Delivering income that lasts

We focus on the monetary amount of income we deliver and avoid chasing short-term yield. Thanks to our global investment universe across eight asset classes we have an exciting and vast opportunity set, from which we hope to select the best income payers of tomorrow.

Fit for the future

Sustainable income has two meanings for us. Will the income prove to be sustainable over long periods of time? And is it sustainable from an ESG perspective? We believe the two are inextricably linked – that the best income payers of tomorrow will be the forward-thinking companies successfully adapting to meet the needs of a sustainable economy.

We scrutinise every investment and ask if it’s compatible with a sustainable economy. We only consider investments that can pass this test. While each asset class has its nuances, our ESG analyst brings together the bottom-up work of our teams for one consistent approach.

A simple solution for income

Our multi-asset approach helps to reduce income volatility through diversification. We actively adjust asset allocation with the aim of protecting capital and enhancing returns in different macroeconomic environments.

We then task our experts in each asset class to create a bespoke portfolio of their best income-generating ideas.

It all combines into one simple solution, designed to adapt as the world changes, to keep delivering real income, time after time.

We challenge ourselves to consider the long-term impact of our decisions. High short-term yields can be an illusion with a powerful draw – it takes discipline to think beyond this.
Steven Hay

Meet the managers

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.
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 SFO or any conduct of business rules which we are bound to comply with. The information on this website has not been reviewed by the SFC. These Terms and any non-contractual obligations arising from or connected with them shall be governed by, and these Terms shall be construed in accordance with, the laws of Hong Kong.
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.

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