Capital at risk
Equity income and multi asset income
Our equity and multi-asset income strategies aim to generate dependable income for you while maintaining or growing the inflation-adjusted value of your capital over the long term.
What are the strategies’ characteristics?
Global Equity Income and its responsible variant invest in 50 to 80 companies offering sustainable and dependable growth. We seek to create capital growth and a dependable income, both accounting for inflation. Sustainable Income invests in global equities, ‘real assets’ – such as property and infrastructure – and fixed income. It pays a higher level of steady current income than equity-only income portfolios while seeking to maintain the inflation-adjusted value of capital and income over time.
How do we invest in these income strategies?
Our Global Income Growth team manages the Equity Income strategies. It seeks cash-generative and capital-light firms with defensible competitive positions, which pay dividends as well as reinvest for growth.
Multi Asset Income is managed by a Portfolio Construction Group. It draws in specialists from across Baillie Gifford. Asset class diversification reduces vulnerability to short-term volatility.
Equity income and multi asset income strategies
Japan Income GrowthWe try and find Japan's undervalued assets through a fundamentals-driven approach for investors seeking potential growth opportunities.
Responsible Global Equity IncomeWe believe in the potential power of dividend compounding for enduring income and long-term capital growth success.
Sustainable IncomeWe prioritise long-term income over short-term yield, with the aim of delivering investors a sustainable and enduring stream of returns.
All our investment capabilities
Core growthLarge, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
Equity and multi-asset incomeSeeking both dependable income and long-term capital growth.
Fixed incomeTargeting company and government bonds with a focus on long-term outcomes.
Flexible growthPortfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
High growthConcentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.