Capital at risk
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 has two meanings for us. Will the income prove to be sustainable over long periods of time? And 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
Steven joined Baillie Gifford in 2004 and is head of the Income Research Team. He has been involved in running the Fixed Income portion of the strategy since 2012. He previously worked at Scottish Widows and spent seven years doing research for the Bank of England's Monetary Policy Committee and managing the UK's foreign exchange reserves. Steven graduated BAcc (Hons) in Economics and Accountancy from the University of Glasgow in 1992 and MSc in Economics from the University of Warwick in 1993.
James was appointed Co-Head of the Global Income Growth Team and Co-Manager of The Scottish American Investment Company PLC (SAINTS) in 2017. He became Manager of SAINTS when Toby Ross stepped back as Co-Manager in February 2024. He became a Partner in the firm from 1 May 2023. He joined Baillie Gifford in 2004 on the Graduate Scheme and became an Investment Manager in our US Equities Team. Previously, James spent three years working at The Scotsman newspaper, where he was the Economics Editor. He is a CFA Charterholder, graduated MA (Hons) in Economics-Philosophy from the University of St Andrews in 2000 and MSc in Development Studies from the London School of Economics in 2001.
Nicoleta is an investment manager in the Multi Asset Team and part of the Sustainable Income and Multi Asset Income Portfolio Construction Group. She joined Baillie Gifford in 2013 after graduating BSc (Hons) in Management and Marketing from the University of Manchester that same year.
Lesley is head of Credit and co-manager of the Strategic Bond Fund. She is a member of the Multi Asset and Income Leadership Group and the Sustainable Income Portfolio Construction Group. She joined Baillie Gifford in 2016 and became a partner of the firm 2023. Prior to this, Lesley spent 15 years at Scottish Widows Investment Partnership. She graduated BSc (Hons) in Maths, Statistics & Economics from Strathclyde University in 2000 and is a CFA Charterholder.
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