Capital at risk
Multi Asset Growth
Our Multi Asset Strategy offers exposure to an actively managed, diversified range of assets – an important approach when seeking attractive long-term returns at lower volatility than equity markets.
We take our macro views of the world and integrate them with themes that will drive investment markets over the long term to find the best opportunities.
Taking advantage of diversity
Our mission is simple – we take advantage of a breadth of opportunity across a diverse range of asset classes, aiming to deliver attractive returns with lower volatility than equity markets.
Chasing superior returns
We seek to provide a diverse portfolio of asset classes that has dual objectives, with an equal focus on return and risk.
We take a broad opportunity set and turn it into a single fund. This offers our clients a simple and effective way to achieve diversification at lower volatility levels than equity markets.
Our objectives:
- A return that is 3.5 per cent more than UK base rate over rolling five-year periods
- A positive return over rolling three-year periods
- Volatility of returns below 10 per cent over rolling five-year periods
Low volatility, high value
We look to the future, not the past, creating portfolios that avoid complexity to achieve returns with low volatility.
We identify the major drivers of markets and apply our knowledge and expertise to construct a portfolio that invests across asset classes, incorporating:
- Macroeconomic views
- Long-term return expectations
- Risk and near-term scenario analysis
The result is a top-down, macroeconomic and research-led portfolio, which seeks to generate value for our clients throughout economic cycles.
Changes in the world bring investment opportunities. The unrivalled opportunity set of our Multi Asset funds gives us many ways to generate very attractive returns off the back of these.
Meet the managers
Documents
Philosophy and process
Explore our investment philosophy and the processes around how the team constructs the portfolio.
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Strategy portfolio holdings
A list of the top 10 holdings that the representative portfolio invests in.
All figures up to: 31 March 2024
| # | Holding | % of portfolio |
|---|---|---|
| 1 | Baillie Gifford Worldwide Sustainable Emerging Markets Bond Fund | 9.0% |
| 2 | Baillie Gifford Emerging Markets Leading Companies Fund | 6.3% |
| 3 | Terna | 3.8% |
| 4 | Aegon ABS Opportunity Fund Acc | 3.5% |
| 5 | Baillie Gifford Global Income Growth Fund | 3.4% |
| 6 | Galene Fund | 3.3% |
| 7 | Plutus CLO Fund | 3.1% |
| 8 | Baillie Gifford US High Yield Credit | 3.0% |
| 9 | Baillie Gifford Emerging Markets Bond Fund | 3.0% |
| 10 | iShares MSCI EM UCITS ETF | 2.7% |
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.
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Curious to learn more about our products and what we can offer you? Please get in touch.
Insights
Key articles, videos and podcasts relating to the strategy:
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Insights
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 Stewardship Report 2022-23
We are not just budgeting for risk and costs, Multi Asset budgets for carbon.
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.
Multi Asset Q3 investment update
How is the portfolio adapting to risks and opportunities? Scott Lothian explains.
Multi Asset quarterly update
James Squires reflects on the current environment influencing Multi Asset portfolios.
Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
Multi Asset quarterly update
Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
Productivity’s slowdown unravelled
Casting fresh light on why productivity growth lost steam and why it might be about to pick up.
Why excess global savings matter
The savings surplus affects companies that want to issue financial assets to fund investment.
The robots are coming
Robots won’t take all our jobs, but they will affect labour markets and, with them, inflation.
The inflation debate
A temporary blip or a structural shift? The Multi Asset Team debates inflation’s ups and downs.
The productivity surge of the 2020s
Are the days of productivity growth over? The Multi Asset Team does not think so.
Multi Asset Stewardship Report
Summary of the Multi Asset Team’s Stewardship Activities for 2021/22.
Multi Asset quarterly update
Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.
Multi Asset investment update
An update on performance, portfolio developments and where we see new opportunities.
Related insights
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 Stewardship Report 2022-23
We are not just budgeting for risk and costs, Multi Asset budgets for carbon.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.Multi Asset Q3 investment update
How is the portfolio adapting to risks and opportunities? Scott Lothian explains.Multi Asset quarterly update
James Squires reflects on the current environment influencing Multi Asset portfolios.Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.Multi Asset quarterly update
Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.Productivity’s slowdown unravelled
Casting fresh light on why productivity growth lost steam and why it might be about to pick up.Why excess global savings matter
The savings surplus affects companies that want to issue financial assets to fund investment.The robots are coming
Robots won’t take all our jobs, but they will affect labour markets and, with them, inflation.The inflation debate
A temporary blip or a structural shift? The Multi Asset Team debates inflation’s ups and downs.The productivity surge of the 2020s
Are the days of productivity growth over? The Multi Asset Team does not think so.Multi Asset Stewardship Report
Summary of the Multi Asset Team’s Stewardship Activities for 2021/22.Multi Asset quarterly update
Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
Important information
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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.
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