Capital at risk
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.
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 raises two questions:
- will the income prove to be sustainable over long periods of time?
- 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.
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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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 | 1.8% |
| 2 | Microsoft | 1.8% |
| 3 | Fastenal | 1.6% |
| 4 | Watsco Inc | 1.5% |
| 5 | TSMC | 1.4% |
| 6 | Greencoat UK Wind | 1.4% |
| 7 | WEC Energy Group | 1.3% |
| 8 | Schneider Electric SE | 1.3% |
| 9 | Terna | 1.3% |
| 10 | Exelon Corporation | 1.2% |
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.
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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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