WORLDWIDE DIVERSIFIED RETURN US DOLLAR FUNDWORLDWIDE DIVERSIFIED RETURN US DOLLAR FUND
The Worldwide Diversified Return US Dollar Fund aims to provide capital growth over the long term at a lower risk than that of equity markets by investing in a multi-asset portfolio, including, but not limited to, equities and bonds, Eligible Collective Investment Schemes, other transferable securities, money market instruments, cash and cash equivalents and financial derivative instruments.
Performance & PortfolioSelect currencyCumulative Performance 31/08/2020Unfortunately we were unable to load the chart. Please try again later.
Top Ten Holdings - 31/08/2020
Fund % 1 Baillie Gifford European Fund C Accum 5.8% 2 Baillie Gifford American Fund C Accum 4.9% 3 Baillie Gifford EM Lead Co Fund C Accum 4.9% 4 BG Emerging Market Bonds (Hard Currency) 4.0% 5 Invesco Gold ETF 3.4% 6 BG Worldwide Japanese Fund C USD Acc 3.0% 7 BG Worldwide Global Credit Fund C USD Acc 2.9% 8 Ishares Physical Gold ETC 2.9% 9 Baillie Gifford Emerging Markets Bond Fund C Acc 2.8% 10 Baillie Gifford UK Equity Alpha Fund C Accum 2.7% Total 37.2% Fund % 1 Baillie Gifford European Fund C Accum 5.8% 2 Baillie Gifford American Fund C Accum 4.9% 3 Baillie Gifford EM Lead Co Fund C Accum 4.9% 4 BG Emerging Market Bonds (Hard Currency) 4.0% 5 Invesco Gold ETF 3.4% 6 BG Worldwide Japanese Fund C USD Acc 3.0% 7 BG Worldwide Global Credit Fund C USD Acc 2.9% 8 Ishares Physical Gold ETC 2.9% 9 Baillie Gifford Emerging Markets Bond Fund C Acc 2.8% 10 Baillie Gifford UK Equity Alpha Fund C Accum 2.7% Total 37.2%
Multi Asset Investment Update.
James Squires, head of multi asset, discusses several key areas related to Baillie Gifford’s multi asset funds, namely an update on performance, our current views and outlooks and how those views and outlooks inform the positioning of the portfolios.May 2020
Multi Asset Stewardship Report.
Our approach to stewardship is based on a set of key beliefs relating to how we think about governance and sustainability. This report looks at our Multi Asset Team’s stewardship activities for 2019.February 2020
Long-Term Return Expectations.
Long-Term Return Expectations sets out the Multi Asset team’s views, as at 31 December 2019, on the prospective returns for asset classes over cash over the next 10 years and beyond.
James is Head of the Multi Asset Team and a member of the Investment Risk Committee. He became a Partner in 2018. James joined Baillie Gifford in 2006, initially working in our North American Equity and Fixed Income Teams. He has been a CFA Charterholder since 2010 and graduated BA in Mathematics and Philosophy from the University of Oxford in 2005.
David is an Investment Manager in the Multi Asset Team and is a CFA Charterholder. He joined Baillie Gifford in 2008, initially working in our Fixed Income and European Equity Teams. David previously worked for KPMG and in 2007 qualified as a Chartered Accountant. He graduated BA in History and Politics from the University of Oxford in 2004.
Felix joined Baillie Gifford in 2011 and is an Investment Manager in the Multi Asset Team. He is a CFA Charterholder. Felix graduated BComm in Accounting from University of Cape Coast, Ghana in 2008 and MSc in Investment Analysis from the University of Stirling in 2010.
Scott joined Baillie Gifford in 2015 and is an Investment Manager in the Multi Asset Team. Prior to joining Baillie Gifford, he worked for Schroders in London, BEA Union in Hong Kong and Towers Watson. Scott graduated BSc in Actuarial Mathematics and Statistics from Heriot-Watt University in 1999. He is a Fellow of the Institute and Faculty of Actuaries.
Nicoleta joined Baillie Gifford in 2013 and is an Investment Manager in the Multi Asset Team. In 2018, she joined the Multi Asset Income Portfolio Construction Group (PCG). Nicoleta graduated BSc (Hons) in Management and Marketing from the University of Manchester in 2013.
How to Invest
You can invest in a range of our funds via a number of fund platforms and supermarkets, please see the links opposite.
Baillie Gifford does not sponsor, maintain or have any control over the content of any other websites.Therefore, we are not responsible for the adequacy or accuracy of any of the information you may view, nor do we undertake to ensure successful transmission to any linked website.
Therefore, we are not responsible for the adequacy or accuracy of any of the information you may view, nor do we undertake to ensure successful transmission to any linked website.
You can access any literature about the Fund here, either by downloading or requesting a copy by post (where available). To download any document you will need Adobe Reader. Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.
Key Investor Information Documents
MIFID II Ex-Ante Disclosures
Philosophy and Process Documents
Quarterly Investor Updates
BAILLIE GIFFORD INVESTMENT MANAGEMENT (EUROPE) LIMITED: REGISTERED OFFICE
Baillie Gifford Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (No. C182354). Registered office: 4/5 School House Lane East, Dublin 2, D02 N279. Registered in Ireland (No. 625892).COMPLAINTS CONTACT DETAILS
In the first instance, clients should contact their normal Client Contact with any concerns. Alternatively, or for those clients who do not have a direct client contact assigned, complaints can be emailed to Baillie Gifford’s Compliance Department at: [email protected]. A summary document which contains details on Baillie Gifford’s complaints management policy is available upon request. All material complaints are recorded in an in-house incident management system and are escalated to, and dealt with by, members of staff of suitable seniority, independent of the area from which the matter arose.