Capital at risk
Balanced and multi-asset
Investing across a range of asset classes. Whether we focus on growth or income, we seek to add value with long-term, active management.
Why invest in balanced or multi-asset?
Our balanced portfolios invest in equities, bonds and cash, aiming to achieve long-term capital growth on your behalf. While bonds and cash can help dampen large share price moves, our balanced portfolios do not have volatility targets.
Our multi-asset portfolios aim to give you attractive long-term returns but at a lower risk than solely investing in shares. They are diversified, including equities, fixed income and real assets with physical worth, such as real estate and infrastructure.
How do we invest across asset classes?
Our balanced portfolios provide you access to our best regional equity and bond investment ideas, balanced by an allocation to cash. The approach is bottom-up, growth-oriented and long-term.
Our multi-asset growth portfolios reflect our views on the long-term return and risk characteristics of the different asset classes. The approach is top-down, macroeconomic and research-led.
Our multi-asset income portfolio combines asset-allocation experience and investment-selection skill to build a diversified global portfolio of our best income-generating ideas across eight asset classes.
Related investment capabilities
Diversified Growth
Investment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.
Diversified Return
We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.
Managed
We have 30+ years of experience in uniting exceptional global equity and bond opportunities, balanced with cash for a top-tier idea portfolio.
Multi Asset Growth
We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.
Sustainable Income
We prioritise long-term income over short-term yield, with the aim of delivering investors a sustainable and enduring stream of returns.
Sustainable Multi Asset
Actively-managed exposure to different asset classes, seeking to deliver a good level of return over the long-term within clear risk and carbon limits.
All our investment capabilities
Core growth
Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
Equity and multi-asset income
Seeking both dependable income and long-term capital growth.
Fixed income
Targeting company and government bonds with a focus on long-term outcomes.
Flexible growth
Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
High growth
Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.
Insights
Key articles, videos and podcasts relating to our multi-asset investment capabilities:
Multi Asset Q2 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments over the last quarter.
Related insights
Multi Asset Q2 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.
Japan: the land of the rising yield
How Japan's changing economy is reshaping the Multi Asset investment landscape.
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.
Multi Asset: Investment process evolution
Focusing on the central pillars of our multi-asset investment process has sparked an evolution.
From Leeds to LA
Creating a high conviction, best ideas, global and unconstrained property portfolio.
Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
Productivity’s slowdown unravelled
Casting fresh light on why productivity growth lost steam and why it might be about to pick up.
The robots are coming
Robots won’t take all our jobs, but they will affect labour markets and, with them, inflation.
The productivity surge of the 2020s
Are the days of productivity growth over? The Multi Asset Team does not think so.
Important information
By clicking on South Korea, you have confirmed that you are based in South Korea and that you meet the following requirements.
The information in this area of the website is intended for qualified professional investors and consultants based in South Korea. It is not intended for use by any other persons including members of the general public or investors from other jurisdictions.
Please remember that all investment strategies have the potential for profit and loss and your or your clients’ capital may be at risk.
Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients. Both are authorised and regulated by the Financial Conduct Authority. Baillie Gifford Overseas Limited is licensed with the Financial Services Commission in South Korea as a cross border Discretionary Investment Manager and Non-Discretionary Investment Adviser.
Baillie Gifford Asia (Hong Kong) Limited 柏基亞洲(香港)有限公司 is wholly owned by Baillie Gifford Overseas Limited and holds a Type 1 licence from the Securities and Futures Commission of Hong Kong to market and distribute Baillie Gifford’s range of collective investment schemes to professional investors in Hong Kong.
Baillie Gifford Asia (Hong Kong) Limited 柏基亞洲(香港)有限公司 can be contacted at Suites 2713-2715, Two International Finance Centre, 8 Finance Street, Central, Hong Kong, Telephone +852 3756 5700.
The information provided does not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. Any general enquiries regarding Baillie Gifford should be directed to the relevant individual as noted in the Contact Us section.
The information contained in this website has been compiled with considerable care to ensure its accuracy at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Nothing in this information or elsewhere in this website shall exclude, limit or restrict our duties and liabilities to you under the United Kingdom's Financial Services and Markets Act 2000 or any conduct of business rules which we are bound to comply with.
This website is informative only and the information provided should not be considered as investment advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.