Capital at risk
Global Income Growth
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.
For a lifetime of income, choose growth
Whether you require an income today and for years to come or are simply looking for attractive capital growth and total returns over the long term, dividend growth investing might 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.
A truly long-term approach
We aim to deliver a dependable income and real growth in dividends and capital over the long term.
We believe the best way to meet these objectives is to invest in companies that can pay dependable dividends across the cycle and have the prospect of real growth in profits, which will, in turn, lead to growth in dividends and capital.
Such companies are rare and highly attractive to a client who needs income today and is also seeking capital appreciation well into the future.
Resilient and dependable dividends
Our portfolio is a selection of carefully selected dividend-paying companies with attractive growth prospects and resilient businesses.
The strategy is managed with a growth mindset and a lengthy investment time horizon. We focus on dividend growth, not short-term yield.
The companies we hold support real growth in dividends, and they typically have resilient business models that provide stability at times of market volatility.
With many investors fixated on the short-term, our long-term focus gives us the opportunity to invest into mispriced dividend-growing companies.
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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 | Microsoft | 4.5% |
| 2 | Novo Nordisk | 4.4% |
| 3 | Fastenal | 4.1% |
| 4 | Watsco | 4.0% |
| 5 | TSMC | 3.7% |
| 6 | Procter & Gamble | 3.1% |
| 7 | Partners | 3.0% |
| 8 | Atlas Copco | 2.8% |
| 9 | Schneider Electric | 2.8% |
| 10 | CAR Group | 2.6% |
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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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.
Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.
How dividend growth signals compounding
Investor James Dow explains why dividend growth indicates a company can compound its earnings.
A new recipe for weight loss
The huge growth potential of Novo Nordisk’s anti-obesity medicines.
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.
Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
TSMC’s decarbonisation dilemmas
TSMC’s progress in securing greener energy supplies in Taiwan.
Global Income Growth Q2 update
The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.
Resilient growth for the long term
Why long-term growth firms such as battery-maker Albemarle and data aggregator Experian are the ones to watch.
Impact, Ambition and Trust
If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?
Global Income Growth
Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.
Actual Income
Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively.
From crisis to opportunity
We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.
Highlights video: beyond the great dividend crisis
In this recording, Investment Specialist Seb Petit highlights the main takeaways from a recent webinar with James Dow and Toby Ross, co-heads of the Global Income Growth Team. Dow and Ross outline how a long-term approach and a growth mindset helped them navigate the great dividend crisis of 2020.
Tomorrow’s income aristocrats
Income investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.
Navigating the Great Dividend Crisis.
Co-head of the Baillie Gifford Equity Income Team James Dow delivers a webinar giving insight into his thoughts on how investors can navigate the current global dividend crisis.
Income through a growth lens
Toby Ross shows how Baillie Gifford’s growth approach to income investing, starts from a very different philosophical position compared with our peers. Take a look from a different angle.
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.Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.How dividend growth signals compounding
Investor James Dow explains why dividend growth indicates a company can compound its earnings.A new recipe for weight loss
The huge growth potential of Novo Nordisk’s anti-obesity medicines.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.Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.TSMC’s decarbonisation dilemmas
TSMC’s progress in securing greener energy supplies in Taiwan.Global Income Growth Q2 update
The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.Resilient growth for the long term
Why long-term growth firms such as battery-maker Albemarle and data aggregator Experian are the ones to watch.Impact, Ambition and Trust
If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?Global Income Growth
Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.Actual Income
Client Director Jan Oliver hosts a webinar on Baillie Gifford’s Income solutions. She is joined by James Dow, Torcail Stewart and Steven Hay, investment managers on our Global Income Growth Strategy, our Strategic Bond Strategy and our Multi Asset Income Strategy respectively.From crisis to opportunity
We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.Highlights video: beyond the great dividend crisis
In this recording, Investment Specialist Seb Petit highlights the main takeaways from a recent webinar with James Dow and Toby Ross, co-heads of the Global Income Growth Team. Dow and Ross outline how a long-term approach and a growth mindset helped them navigate the great dividend crisis of 2020.Tomorrow’s income aristocrats
Income investing has been shaken by the coronavirus, but how will this affect the dividend payers of the future? Baillie Gifford investment manager James Dow gives us a glimpse of the potential star performers of tomorrow.Navigating the Great Dividend Crisis.
Co-head of the Baillie Gifford Equity Income Team James Dow delivers a webinar giving insight into his thoughts on how investors can navigate the current global dividend crisis.Income through a growth lens
Toby Ross shows how Baillie Gifford’s growth approach to income investing, starts from a very different philosophical position compared with our peers. Take a look from a different angle.
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
The content of this website is intended exclusively for professional investors in accordance with MiFID legislation. 'Professional investors' are potential investors who are deemed to have the status of “professional clients”, within the meaning of MiFID (2004/39/EC), as transposed in Ireland. It is not intended for retail investors.
Baillie Gifford Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (Reference number C182354) as an Alternative Investment Fund Manager and UCITS Manager to Baillie Gifford Worldwide Funds plc. Its registered office is 4/5 School House Lane East, Dublin 2, D02 N279, Ireland.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.