Capital at risk
Diversified Growth
We’ve been investing in multi-asset portfolios since 2009. Our edge is our wide opportunity set and asset allocation mix, which allow us to create nimble portfolios prepared for different economic conditions.
Our strategy is actively managed and diversified – an important approach when seeking attractive long-term returns at lower volatility than equity markets.
A breadth of opportunity
Our mission is simple – we take advantage of a breadth of opportunity across a diverse range of asset classes, aiming to deliver attractive returns with lower volatility than equity markets.
High variation, low volatility
We seek to provide a diverse portfolio of asset classes that has dual objectives with an equal focus on return and risk.
We take a broad opportunity set and turn it into a single fund. We know this offers our clients a simple and effective way to achieve diversification at lower volatility levels than equity markets.
Our objectives:
- A return that is at least 3.5 per cent more than the UK base rate over rolling five-year periods
- A positive return over rolling three-year periods
- Volatility of returns below 10 per cent over rolling five-year periods
Investing with the future in mind
Our portfolios avoid complexity and are positioned to achieve returns with low volatility.
We identify the major drivers of markets and apply our expertise to construct a portfolio that invests across asset classes, incorporating:
- Macroeconomic views
- Long-term return expectations
- Risk and near-term scenario analysis
The result is a top-down, macroeconomic and research-led portfolio, which seeks to generate value for our clients throughout economic cycles.
Change brings opportunities. Short-term changes can be as unpredictable as the meander of a river but by focusing on long-term trends, we think it’s possible to figure out the destination.
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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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 | Baillie Gifford Worldwide Sustainable Emerging Markets Bond Fund | 8.4% |
| 2 | Baillie Gifford Emerging Markets Leading Companies Fund | 5.9% |
| 3 | Galene Fund | 4.1% |
| 4 | Leadenhall UCITS ILS Fund | 4.0% |
| 5 | Baillie Gifford Long Term Global Growth Investment Fund | 4.0% |
| 6 | Plutus CLO Fund | 3.4% |
| 7 | Aegon ABS Opportunity Fund Acc | 3.1% |
| 8 | Baillie Gifford Emerging Markets Bond Fund | 3.0% |
| 9 | Baillie Gifford High Yield Bond Fund | 2.3% |
| 10 | WisdomTree Aluminium ETC (c) | 2.0% |
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.
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
Multi Asset investment update
An update on performance, portfolio developments and where we see new opportunities.
Where are the opportunities?
The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.
Multi Asset investment update
An update on the portfolio, market environment and outlook for the year ahead.
Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
Multi Asset Stewardship Report 2022-23
We are not just budgeting for risk and costs, Multi Asset budgets for carbon.
Multi Asset: Investment process evolution
Focusing on the central pillars of our multi-asset investment process has sparked an evolution.
Multi Asset Q3 investment update
How is the portfolio adapting to risks and opportunities? Scott Lothian explains.
Multi Asset quarterly update
James Squires reflects on the current environment influencing Multi Asset portfolios.
Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
Multi Asset quarterly update
Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
Productivity’s slowdown unravelled
Casting fresh light on why productivity growth lost steam and why it might be about to pick up.
Why excess global savings matter
The savings surplus affects companies that want to issue financial assets to fund investment.
The robots are coming
Robots won’t take all our jobs, but they will affect labour markets and, with them, inflation.
The inflation debate
A temporary blip or a structural shift? The Multi Asset Team debates inflation’s ups and downs.
The productivity surge of the 2020s
Are the days of productivity growth over? The Multi Asset Team does not think so.
Multi Asset investment update
An update on performance, portfolio developments and where we see new opportunities.
Related insights
Multi Asset investment update
An update on performance, portfolio developments and where we see new opportunities.Where are the opportunities?
The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.Multi Asset investment update
An update on the portfolio, market environment and outlook for the year ahead.Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.Multi Asset Stewardship Report 2022-23
We are not just budgeting for risk and costs, Multi Asset budgets for carbon.Multi Asset: Investment process evolution
Focusing on the central pillars of our multi-asset investment process has sparked an evolution.Multi Asset Q3 investment update
How is the portfolio adapting to risks and opportunities? Scott Lothian explains.Multi Asset quarterly update
James Squires reflects on the current environment influencing Multi Asset portfolios.Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.Multi Asset quarterly update
Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.Productivity’s slowdown unravelled
Casting fresh light on why productivity growth lost steam and why it might be about to pick up.Why excess global savings matter
The savings surplus affects companies that want to issue financial assets to fund investment.The robots are coming
Robots won’t take all our jobs, but they will affect labour markets and, with them, inflation.The inflation debate
A temporary blip or a structural shift? The Multi Asset Team debates inflation’s ups and downs.The productivity surge of the 2020s
Are the days of productivity growth over? The Multi Asset Team does not think so.
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.