1. Baillie Gifford have been managing assets for Single and Multi-Family Offices, as well as Endowments and Foundations, for a number of decades across a wide range of client geographies. Our long-term sustainable investment approach typically resonates strongly with those who have stewardship over such assets. 

    We recognise the individuality of our Family Office clients and the range of investment approaches that are relevant for different stakeholders. 

    Baillie Gifford actively manage a range of Global and Regional Equity growth strategies as well as Income-focused portfolios and Thematic and Multi Asset funds. Our fund ranges cover both open-ended UK and Irish domiciled funds, and a highly regarded range of UK closed-ended investment trust vehicles which offer excellent access to both private and public market equities.  

    Some of these strategies and funds are highlighted hereOur full range of strategies and funds can be accessed via the Strategies and the Funds & Prices tabs above 

    Please don’t hesitate to contact Tim Hannay or Piers Lowson who would be delighted to speak to you about our funds and discuss how we can help meet your Family Office investment needs.  

  2. Contact Us

    Tim Hannay

    Client Service Director

    Telephone: +44 (0)131 275 2727
    Email: Tim.Hannay@bailliegifford.com

    Piers Lowson

    Client Service Director

    Telephone: +44 (0)131 275 2738
    Email: Piers.Lowson@bailliegifford.com

     

  3. GROWTH STRATEGIES

    In markets seduced by complexity, we believe in keeping things simple. We invest in what we believe to be the most competitive, innovative and efficient growth companies. 

    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. GLOBAL EQUITIES


    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

    > Global Alpha Quarterly Strategy Update

    > Global Alpha Choice Quarterly Strategy Update

    HOW TO INVEST

    This strategy is available on a segregated basis or through our Global Alpha Growth Fund.

    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


    HOW TO INVEST

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

    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


    HOW TO INVEST

    This strategy is available on a segregated basis or through our Long Term Global Growth Fund

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

  5. SUSTAINABILITY & STEWARDSHIP


    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

    HOW TO INVEST

    This strategy is available on a segregated basis or through our Global Stewardship Fund.  

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

    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


    HOW TO INVEST

    This strategy is available on a segregated basis or through our Positive Change Fund

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

  6. REGIONAL EQUITIES


    Deep research and strong ideas

    This strategy invests primarily in stocks listed on the stock exchanges of mainland China, Hong Kong and Taiwan. It may also hold securities listed on other exchanges if they derive most of their revenues or profits from China, Hong Kong or Taiwan. Ideas may be generated in various ways including field research, close contact with related companies, even apparent mispricing.

    Typical number of holdings: 40-100
    Maximum Stock Position: 10% relative to benchmark
    Benchmark: MSCI All China Index
    Objective: Long-term capital appreciation, outperform the index after fees over rolling five year periods

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update


    HOW TO INVEST

    This strategy is available on a segregated basis or through our China Fund

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

    Looking for sustainability and growth over the long term

    These strategies invest in global emerging markets, predominantly stocks listed on the MSCI Emerging Markets Index. However, they may hold securities listed on other exchanges provided the companies derive significant revenues from, or have substantial assets in, non-developed markets. We believe that businesses which can grow sustainably, significantly increasing their earnings and cash flow, over a long-term time frame, will be the best rewarded.

    Emerging Markets All Cap
    Typical number of holdings
    : 60-100
    Maximum Stock Position: 5% relative to benchmark
    Benchmark: MSCI Emerging Markets Index
    Objective: +3% p.a. over rolling five year periods vs benchmark, gross of fees

    Emerging Markets Leading Companies
    Typical number of holdings
    : 35-60
    Maximum Stock Position: 5% relative to benchmark
    Benchmark: MSCI Emerging Markets Index
    Objective: +3% p.a. over rolling five year periods vs benchmark, gross of fees

     

    FURTHER INFORMATION

    > Philosophy and Process

    > Emerging Markets Leading Companies Quarterly Strategy Update


    HOW TO INVEST

    This strategy is available on a segregated basis or through our Emerging Markets Growth Fund or Emerging Markets Leading Companies Fund 

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

    Our Europe ex UK strategy is a concentrated portfolio of Europe’s great growth companies

    The strategy invests in companies with a market value of at least £1 billion while aiming to be different and at times unconventional. We have a maximum holding size of 10% of the portfolio for any single stock, and invest in a minimum effective number of 20 stocks and five industries.  A particular focus is on management quality and alignment: many of our investments are founder-controlled.  We are not seeking to make quick gains - our investment horizon is at least five years.

    Typical Number of Holdings: 30-50
    Maximum Stock Position: 10% relative to the Index
    Representative Benchmark: MSCI Europe ex UK Index
    Objective: +2%-3% p.a gross of fees over rolling five-year periods

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update

    HOW TO INVEST

    This strategy is available on a segregated basis or through our European Fund.

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

    Concentrated portfolios ensuring impact isn’t diluted in the name of diversification

    This strategy aims to deliver outstanding investment performance by identifying exceptional growth businesses which have a special culture, are addressing a large market opportunity and possess a competitive edge. We consider selling stocks only when the fundamental outlook has changed or our view no longer differs significantly from the market.

    Typical Number of Holdings: 30-50
    Maximum Stock Position: 8% at time of purchase, 15% absolute holding
    Benchmark: S&P 500 Index/Russell 1000 Growth
    Objective: +2% p.a above benchmark over rolling five year periods

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update


    HOW TO INVEST

    This strategy is available on a segregated basis or through our American Fund.

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

  7. INCOME STRATEGIES


    Benchmark: MSCI ACWI Index
    Objective: To deliver a yield higher than that of the MSCI ACWI Index over rolling five-year periods

    HOW TO INVEST

    This strategy is available on a segregated basis or through our Global Income Growth Fund.

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

    Typical Number of Holdings: 50-90
    Maximum Stock Position: 3% relative, capped at 5% absolute
    Benchmark: ICE Bank of America Merrill Lynch European Currency Constrained Index (HPC0)
    Objective: +1% p.a. over benchmark over rolling three-year periods

    FURTHER INFORMATION

    Philosophy and Process

    Quarterly Strategy Update


    HOW TO INVEST

    This strategy is available on a segregated basis or through our High Yield Bond Fund.

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

    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.

    HOW TO INVEST

    This strategy is available on a segregated basis or through our Multi Asset Income Fund.

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

    Benchmark: MSCI ACWI Index
    Objective: 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.

    HOW TO INVEST

    This strategy is available on a segregated basis or through our Responsible Global Equity Income Fund.

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

    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

    HOW TO INVEST

    This strategy is available on a segregated basis or through our Strategic Bond Fund.

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

  8. To explore our Income offerings, have a look at our Actual Income site.

  9. Investment Trusts

    We have a great range of Investment Trusts available, all of which give you access to Baillie Gifford’s investment expertise. You can find a selection of these below.

    Please note that by clicking on the trusts below you will be redirected to the Baillie Gifford website. Key information documents are available on the Baillie Gifford website.
  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 investors think in decades. Not quarters.
    Find out more