1. Baillie Gifford has been helping charities, endowments and foundations meet their investment objectives for over fifty years. We aim to build long term relationships, built on superior investment returns and high levels of client service, and our first charity client remains a client today.

    We recognise that charity clients have specific requirements and varied priorities, and we offer a wide range of investment strategies and approaches to address our clients’ needs. Some appoint us for specialist global equity or multi asset mandates, whilst others invest in a combination of strategies to meet their overall objectives.

    All our investment offerings are underpinned by our long term approach to investment and this, together with our focus on building lasting relationships, is made possible by our stability as a partnership, wholly owned by partners who work in the firm.

    We emphasise good stewardship and investing for sustainable growth in all that we do, and also offer a range of approaches with a particular emphasis on investing ethically, responsibly and with impact, in line with our clients’ requirements. A number of our strategies are introduced below and our full fund range can be accessed via the menu tab above.

    Please contact Anthony Dickson or Rebecca Fenton who would be delighted to speak to you about how we can help meet your investment requirements.

  2. Contact Us

    Anthony Dickson

    Client Service Director

    Telephone: +44 (0)131 275 2725
    Email: Anthony.Dickson@bailliegifford.com  

    Rebecca Fenton

    Client Service Manager

    Telephone: +44 (0)131 275 3802
    Email: Rebecca.Fenton@bailliegifford.com  

  3. Risk Warning: The value of an investment, and any income from it, can fall as well as rise and investors may not get back the amount invested. There is no guarantee that any objective will be achieved over any time period and actual investment returns may differ from this objective, particularly over shorter time periods.

  4. ‎TOTAL RETURN

    Many charities have a total return approach and a long term perspective. Baillie Gifford’s approach to investment is ideally suited to such clients. We are long term, growth investors, and our philosophy and approach have delivered superior performance for our clients over time. We offer a range of investment strategies targeting attractive long term returns, and some also have further targets relating to areas such as volatility or income.

  5. TOTAL RETURN STRATEGIES


    Companies’ competitive advantage and managerial excellence can take at least 5 years to become apparent

    LTGG is an unconstrained global equity strategy focused on investing in exceptional long-term growth companies worldwide. The portfolio is typically towards the lower end of its 30-60 stocks range, and always invests in at least six sectors and six countries.

    Typical Number of Holdings: 30-60
    Maximum Stock Position: 10%
    Benchmark: MSCI ACWI/FTSE All World Indices
    Objective: Approach consistent with achieving +3% p.a. gross of fees over rolling five-year periods.

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update

    > Long Term Global Growth Microsite

    Additional information on our approach is available on our dedicated Long Term Global Growth Fund page.

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.  

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Long-term investments in well-managed growth businesses

    This long-term global equity growth strategy employs bottom-up stock selection, invests in around 100 stocks, and differs significantly from the global index. The portfolio is diversified across industries, regions and, more importantly, different types of growth, with broad holding sizes of 0.5%, 1% or 2%, depending on the team’s level of conviction in the company’s prospects.

    Typical Number of Holdings: 70-120
    Maximum Stock Position: 6%
    Benchmark: MSCI All Country World Index 
    Objective: +2-3% p.a. over benchmark over rolling five year periods

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update

    Additional information on our approach is available on our dedicated Global Alpha Growth Fund page.

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Reflecting evolving views on asset classes which aim to enhance long-term returns and manage volatility

    This strategy aims to deliver an attractive level of return above cash, with lower volatility than equity markets. It invests in a range of traditional and alternative asset classes including equities, infrastructure, commodities and currencies. The strategy is hedged to sterling.

    Benchmark: UK Base Rate
    Objective: To outperform the UK Base Rate by at least 3.5% per annum (net of fees) over rolling five-year periods with an annualised volatility of less than 10%

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update

    Additional information on our approach is available on our dedicated Diversified Growth Fund page.

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Aiming for attractive long-term returns at lower risk than equity markets

    This strategy invests in a range of traditional and alternative asset classes such as equities, bonds, property, infrastructure, commodities and currencies. The different asset classes are included in the portfolio to enhance returns or reduce volatility. There is no allocation benchmark but there are limits on exposure to individual asset classes.

    Benchmark: UK Base Rate
    Objective: To outperform the UK Base Rate by 3.5% per annum (net of fees) over rolling five-year periods with an annualised volatility of less than 10% over rolling five-year periods

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update

    Additional information on our approach is available on our dedicated Multi Asset Growth Fund page.

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

  6. INCOME

    At Baillie Gifford we emphasise long term income not short term yield. For equity income portfolios, we believe that it is essential to invest across the broadest opportunity set, and to seek both dependability and growth at the stock level in order to deliver the dependability of income and  growth in income and capital that our clients seek. We also emphasise the importance of diversification, both within and across asset classes, and offer a range of equity and multi asset funds for income focussed clients.

  7. INCOME STRATEGIES


    The focus is on the long term, rather than short-term yield

    Generating a sustainable and potentially rising real income requires more than simply holding high-dividend paying stocks. We combine stocks with higher yield than the market with an element of growth that we believe will secure the income of tomorrow.

    Typical Number of Holdings: 50-80
    Maximum Stock Position: Capital 6%, Income 5%
    Benchmark: FTSE All World Index
    Objective: +1-2% p.a. over benchmark over rolling five year periods

    FURTHER INFORMATION

    Philosophy and Process

    Quarterly Strategy Update

    Additional information on our approach is available on our dedicated Global Income Growth Fund page.


    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis. 

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Seeking real income, time after time.

    Multi Asset Income prioritises long-term sustainable income over high short-term yields. The strategy combines active allocation across a broad range of assets with global security selection to achieve its aims: to produce monthly income, whilst seeking to maintain the value of that income and of capital in line with inflation (UK CPI) over five-year periods.

    Benchmark: N/A
    Objective: To produce monthly income, whilst seeking to maintain the value of that income and of capital in line with inflation (UK CPI) over five-year periods. 

    FURTHER INFORMATION

    Philosophy and Process

    > Quarterly Strategy Update

    Additional information on our approach is available on our dedicated Multi Asset Income Fund page.

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    The Strategic Bond Fund aims to produce monthly income. Opportunities for capital growth are also sought, subject to prevailing market conditions

    Benchmark: 70% ICE Bank of America Merrill Lynch non Gilts, 30% ICE Bank of America Merrill Lynch European Currency High Yield Constrained Index
    Objective: +1% p.a. over rolling three-year periods

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update

    Additional information on our approach is available on our dedicated Strategic Bond Fund page.

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.

    If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.

  8. RESPONSIBLE AND IMPACT INVESTMENT

    We believe there is strong alignment between good Environmental, Social and Governance practices and achieving the best investment returns for our clients over time. Furthermore, we understand that many charity clients have additional requirements, ranging from excluding certain areas from which they do not wish to profit, through to aligning profit with purpose in areas such as Healthcare, to investing in a way which prioritises assisting the transition to a low carbon economy. Many of our strategies are well aligned with the requirements of such clients.

    We have been signatories of the UN Principles of Responsible Investment since 2007 (receiving the top rating in many areas), are signatories of the UK Stewardship Code and aim to contribute to the development of industry best practice.

  9. RESPONSIBLE AND IMPACT INVESTMENT STRATEGIES


    Investing in companies that exert a positive influence on society and operate with integrity

    The portfolio is constructed to address four themes: Social Inclusion and Education; Environment and Resource Needs, Healthcare and Quality of Life; and Base of the Pyramid – where companies are addressing basic human needs. We stringently monitor the social impact and financial performance of companies in the portfolio. We believe not only that investment can be used as a powerful force for good, but that companies that exhibit positive social values are increasingly likely to also be the winning investments of the future.

    Typical Number of Holdings: 25-50
    Maximum Stock Position: 10%
    Benchmark: MSCI AC World Index
    Objective: +2% p.a. ahead of global stock markets over rolling five year periods

    FURTHER INFORMATION

    Philosophy and Process

    Quarterly Strategy Update

    > Impact Report

    Additional information on our approach is available on our dedicated Positive Change Fund page.


    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis. 

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Investing in the best companies in the world - global champions and local heroes.

    The Global Stewardship team comprises an expert investor from each of our specialist regional teams, and their philosophy is based on exploiting three main behavioural inefficiencies: short-termism, herding and the mispricing of growth. Corporate governance analysis is fully integrated into the Global Stewardship investment process.

    Typical Number of Holdings: 70-100
    Maximum Stock Position: 6%
    Benchmark: MSCI AC World Index
    Objective: +2-3% p.a. over rolling five year periods vs benchmark

    FURTHER INFORMATION

    Philosophy and Process

    Quarterly Strategy Update

    Additional information on our approach is available on our dedicated Global Stewardship Fund page.

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.  

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    The Fund aims to achieve (after deduction of costs) growth in both income and capital over rolling five-year periods, whilst delivering a yield higher than that of the MSCI ACWI Index over rolling five-year periods.

    Typical Number of Holdings: 50-80
    Maximum Stock Position: 1-3%
    Benchmark: MSCI All Country World Index 
    Objective: delivering a yield higher than that of the MSCI ACWI Index over rolling five-year periods

    FURTHER INFORMATION

    Philosophy and Process

    > Stewardship Report

    > Quarterly Strategy Update

    Additional information on our approach is available on our dedicated Responsible Global Equity Income Fund page.

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Investing in the most exciting growth companies, transforming the experience of Human Health

    Health Innovation targets companies utilising the convergence of technology, driving a revolution in the understanding, prevention, detection and treatment of disease as well as increasing the operational effectiveness of health infrastructure. We see the future of health focussed on prevention of disease and the personalisation of treatments, rather than treating patients when they are already ill. We achieve this by running a concentrated portfolio, containing the best companies (agnostic to sector) with the potential to become outliers in a sector ripe for disruption. We embrace asymmetry and run winners to maximise returns for our clients over a long-term investment horizon.

    Typical Number of Holdings: 25-50
    Benchmark: MSCI AC World Index
    Objective: Approach consistent with achieving +3%p.a. over index over rolling five-year periods

    FURTHER INFORMATION

    Philosophy and Process

    > Quarterly Strategy Update

    > Health Innovation Microsite

    Additional information on our approach is available on our dedicated Health Innovation Fund page.

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Long-term investments in well-managed growth businesses - sustainable, competitive advantages

    This long-term global equity growth strategy employs bottom-up stock selection, invests in around 100 stocks, and differs significantly from the stock market index. The portfolio is diversified across stocks, industries and regions, with broad holding sizes of 0.5%, 1% or 2%, depending on the team’s level of conviction in the company’s prospects.

    Typical Number of Holdings: 70-120
    Maximum Stock Position: 6%
    Benchmark: MSCI All Country World Index 
    Objective: +2-3% p.a. over benchmark over rolling five year periods

    FURTHER INFORMATION

    Philosophy and Process

    > Quarterly Strategy Update

    Additional information on our approach is available on our dedicated Global Alpha Growth Fund page.

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Long-term investments in well-managed growth businesses, aligned to the objectives of the Paris Agreement.

    The Fund aims to outperform (after deduction of costs) the MSCI ACWI Index (the “Index”), as stated in sterling, by at least 2% per annum over rolling five-year periods, and aims to have a weighted average greenhouse gas intensity that is lower than that of the MSCI ACWI EU Paris Aligned Requirements Index.

    Typical Number of Holdings: 70-120
    Maximum Stock Position: 6%
    Benchmark: MSCI All Country World Index 
    Objective: Aims to outperform (after deduction of costs) the MSCI ACWI Index (the “Index”), as stated in sterling, by at least 2% per annum over rolling five-year periods.

    FURTHER INFORMATION

    > Philosophy and Process

    > Introduction to Global Alpha Paris-Aligned

    HOW TO INVEST

    This strategy is available on a segregated or pooled fund basis.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

  10. Insights

    The Latest Insights From Baillie Gifford
  11. GOVERNANCE & SUSTAINABILITY

    GOVERNANCE & SUSTAINABILITY
    We know that it is important to assess the quality of all aspects of a company we choose to invest in. Read more about our rigorous approach here.
  12. ACTUAL INCOME

    ACTUAL INCOME
    Actual Income is our home for articles and other media in which we examine and explain the prominent topics in our income fund managers' minds.
  13. Actual investors think in decades. Not quarters.
    Find out more