Capital at risk

Investment strategy

Managed

The Managed Strategy combines Baillie Gifford’s best regional equity and global bond investment ideas, balanced by an allocation to cash. We have the flexibility to manage a portfolio in line with your bespoke asset allocation needs and have been running portfolios in this way for over 30 years. The Managed Fund (a UK OEIC) is the Strategy’s flagship pooled vehicle.

Photo of a ballet dancer backstage having the last preparations before her performance.

Bringing the best opportunities together

For over three decades, the Managed Strategy has brought together exciting opportunities in equities and bonds balanced by an allocation to cash. Our best ideas, all in one place.

Agile investing, flexible and balanced

Our aim is to deliver capital growth over the long term. The flexibility of our approach means we can accommodate a client-specific benchmark for performance measurement purposes. While bonds and cash are held to provide balance versus equities, the Strategy does not have a volatility target. Indeed, we view shorter-term volatility as a necessary part of the journey towards achieving superior long-term returns.

The Strategy provides a balanced approach to investing, not only through the exposure it offers to different asset classes and geographies around the world but also by holding a diverse array of growing companies. 

An approach that’s simply different

Our expertise lies in bottom-up stock and bond picking. We invest in growing businesses from the UK, Europe, North America, emerging markets and developed Asia, as well as attractive opportunities in corporate and government bonds. This approach, along with bespoke asset allocations, creates a portfolio that typically looks very different from the index. We believe differentiation is crucial in order to deliver meaningful outperformance, net of fees, over five-10 years and beyond.

What could be simpler than a portfolio that brings together Baillie Gifford’s best ideas across the three most fundamental asset classes?
Lucy Haddow

Meet the managers

Documents

Philosophy and process

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

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 equity holdings that the representative portfolio invests in.

All figures up to: 31 March 2024

#Holding% of portfolio
1Amazon.com1.5%
2The Trade Desk1.5%
3NVIDIA1.4%
4Shopify1.4%
5TSMC1.4%
6ASML1.2%
7Meta Platforms1.0%
8Schibsted1.0%
9Kingspan Group1.0%
10Ryanair0.9%

Strategy holdings by region

All figures up to: 31 March 2024

1UK20.10%
2Europe (ex UK)19.70%
3North America18.50%
4Overseas Bonds16.20%
5Developed Asia Pacific11.40%
6Emerging Markets9.60%
7UK Bonds3.60%
8Cash & Derivatives0.80%
Total 100%

Strategy holdings by region

All figures up to: 31 March 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.

Explore further

Curious to learn more about our products and what we can offer you? Please get in touch.

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 and a Type 2 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.