1. MULTI ASSET GROWTH FUND
    MULTI ASSET GROWTH FUND

    Overview

    The Multi Asset Growth Fund aims to achieve (after deduction of costs): an annualised return over rolling five-year periods that is 3.5% more than UK Base Rate, a positive return over rolling three-year periods and annualised volatility of returns over rolling five-year periods that is below 10%. There is no guarantee that a positive return will be achieved over rolling three-year periods, or any time period, and capital may be at risk.

    The manager believes this is an appropriate benchmark given the investment policy of the Fund and the approach taken by the manager when investing.

    Our investment approach embraces the concept of diversification by investing actively across a very broad range of asset classes to deliver capital growth with low volatility.

    Portfolio

    Top Ten Holdings - 28/02/2021

    Fund %
    1 Baillie Gifford Emerging Markets Leading Companies Fund 5.8%
    2 Baillie Gifford Cyclical Recovery Equity 4.4%
    3 Baillie Gifford European Fund 3.5%
    4 Baillie Gifford Worldwide Japanese Fund 3.2%
    5 Baillie Gifford American Fund 3.2%
    6 Baillie Gifford Emerging Markets Bond Fund 2.9%
    7 Baillie Gifford UK Equity Alpha Fund 2.4%
    8 Baillie Gifford Worldwide Global Strategic Bond Fund 2.3%
    9 WisdomTree Nickel 2.3%
    10 Baillie Gifford US High Yield Credit 2.1%
    Total 32.2%
    Fund %
    1 Baillie Gifford Emerging Markets Leading Companies Fund 5.8%
    2 Baillie Gifford Cyclical Recovery Equity 4.4%
    3 Baillie Gifford European Fund 3.5%
    4 Baillie Gifford Worldwide Japanese Fund 3.2%
    5 Baillie Gifford American Fund 3.2%
    6 Baillie Gifford Emerging Markets Bond Fund 2.9%
    7 Baillie Gifford UK Equity Alpha Fund 2.4%
    8 Baillie Gifford Worldwide Global Strategic Bond Fund 2.3%
    9 WisdomTree Nickel 2.3%
    10 Baillie Gifford US High Yield Credit 2.1%
    Total 32.2%
    ASSET ALLOCATION - 28/02/2021
    As the Fund invests in overseas securities, changes in the rates of exchange may cause the value of your investment (and any income it may pay) to go down or up.
    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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    Meet the Managers

    James Squires

    James is Head of the Multi Asset Team and a member of the Investment Risk Committee. He became a Partner in 2018. James joined Baillie Gifford in 2006, initially working in our North American Equity and Fixed Income Teams. He has been a CFA Charterholder since 2010 and graduated BA in Mathematics and Philosophy from the University of Oxford in 2005.

    David McIntyre

    David is an Investment Manager in the Multi Asset Team and is a CFA Charterholder. He joined Baillie Gifford in 2008, initially working in our Fixed Income and European Equity Teams. David previously worked for KPMG and in 2007 qualified as a Chartered Accountant. He graduated BA in History and Politics from the University of Oxford in 2004.

    Felix Amoako

    Felix joined Baillie Gifford in 2011 and is an Investment Manager in the Multi Asset Team. He is a CFA Charterholder. Felix graduated BComm in Accounting from University of Cape Coast, Ghana in 2008 and MSc in Investment Analysis from the University of Stirling in 2010.

    Scott Lothian

    Scott joined Baillie Gifford in 2015 and is an Investment Manager in the Multi Asset Team. Prior to joining Baillie Gifford, he worked for Schroders in London, BEA Union in Hong Kong and Towers Watson. Scott graduated BSc in Actuarial Mathematics and Statistics from Heriot-Watt University in 1999. He is a Fellow of the Institute and Faculty of Actuaries.

    Nicoleta Dumitru

    Nicoleta joined Baillie Gifford in 2013 and is an Investment Manager in the Multi Asset Team. In 2018, she joined the Multi Asset Income Portfolio Construction Group (PCG). Nicoleta graduated BSc (Hons) in Management and Marketing from the University of Manchester in 2013.  

    Documents

    You can access any literature about the Fund here, either by downloading or requesting a copy by post (where available). Please note that, due to current government restrictions, we have a limited number of staff in our office. As a result, if posting instructions to us, there may be a delay in processing these due to these current restrictions.

    To download any document you will need Adobe Reader. Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.

    Complaints

    In the first instance, clients should contact their normal Client Contact with any concerns. Alternatively, or for those clients who do not have a direct client contact assigned, complaints can be emailed to Baillie Gifford’s Compliance Department at: [email protected]. A summary document which contains details on Baillie Gifford’s complaints management policy is available upon request. All material complaints are recorded in an in-house incident management system and are escalated to, and dealt with by, members of staff of suitable seniority, independent of the area from which the matter arose.