Capital at risk

Investment strategy

Responsible Global Equity Income

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.  

Cyclist riding up on road in the mountains.

Investing for a lifetime of income

Whether you require an income for years to come or are simply looking for attractive long-term capital appreciation, dividend growth investing could be what you’re looking for.

Global Income Growth Q4 investment update

Investment manager James Dow and investment specialist Seb Petit give an update on the Global Income Growth and Responsible Global Equity Income strategies covering Q4 2023.

Responsible and dependable growth

We aim to deliver a dependable income and real growth in capital over the long-term by investing in responsible companies.  

We believe the best way to do this is to invest in firms which can pay dependable dividends across the cycle; with the prospect of real profit growth, which will in turn lead to growth in dividends and capital.  

These are rare and highly attractive to clients seeking income today and well into the future. 

What do we mean by responsible? Beyond the exclusion of sin sectors, we mean investing in companies that are trying to address ESG issues and future-proofing their business. 

A carefully selected portfolio

Our portfolio is a collection of carefully selected dividend-paying companies with attractive growth prospects. 

Their sustainable earnings growth have the potential to support real growth in dividends, and they typically have resilient business models  

Our strategy is managed with a growth mindset and a lengthy time horizon, focusing on dividend growth, not short-term yield. 

Long-term dividend compounders are the unsung heroes of the market
James Dow

Meet the managers

Documents

Philosophy and process

Explore our investment philosophy and the processes around how the team constructs the portfolio.

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.

Strategy portfolio holdings

A list of the top 10 holdings that the representative portfolio invests in.

All figures up to: 31 January 2024

#Holding% of portfolio
1Novo Nordisk5.1%
2Microsoft4.9%
3Fastenal4.3%
4Watsco4.2%
5Procter & Gamble3.5%
6TSMC3.4%
7Schneider Electric SA3.4%
8Apple3.1%
9Atlas Copco3.0%
10Partners2.9%

Strategy holdings by region

All figures up to: 31 January 2024

1North America40.30%
2Europe (ex UK)35.40%
3Developed Asia Pacific9.20%
4Emerging Markets9.10%
5UK6.10%
6Cash-0.10%
Total 100%

Strategy holdings by region

All figures up to: 31 January 2024

Total: 100%

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).

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

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 intended for institutional investors (as defined in the Securities and Futures Act, Chapter 289 of Singapore, as amended) and consultants in Singapore only. It is not intended for use by any other persons including members of the general public or investors from other jurisdictions.
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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 to buy, sell or hold a particular investment. You can read details of our Legal and Important Information here.