1. Objective

    The Multi Asset Income Fund 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. The Fund has no benchmark. However, you may wish to assess performance of both income and capital against inflation (UK CPI) over five-year periods.

    The value of investments and any income from them may go down as well as up and you or your client may not get back the amount originally invested.
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    Long-term income, not short-term yield.
  3. Meet the Managers

    James Dow
    James Dow

    James was appointed Co-Head of the Global Income Growth Team and Co-Manager of The Scottish American Investment Company PLC (SAINTS) in 2017. He joined Baillie Gifford in 2004 on the Graduate Scheme and became an Investment Manager in our US Equities team. Previously, James spent three years working at The Scotsman newspaper, where he was the Economics Editor. He is a CFA Charterholder, graduated MA (Hons) in Economics-Philosophy from the University of St Andrews in 2000 and MSc in Development Studies from the London School of Economics in 2001.

    Steven Hay
    Steven Hay

    Steven joined Baillie Gifford in 2004 and is Head of the Income Research Team. Prior to joining Baillie Gifford, Steven was a Fixed Income Investment Manager with Scottish Widows. His experience includes seven years undertaking analysis and research for the Bank of England’s Monetary Policy Committee, and involvement in managing the UK’s foreign exchange reserves. Steven graduated BAcc (Hons) in Economics and Accountancy from the University of Glasgow in 1992 and MSc in Economics from the University of Warwick in 1993.

    Gregory Turnbull Schwartz
    Gregory Turnbull Schwartz

    Gregory joined Baillie Gifford in 2016 and is Head of the Investment Grade Team. He has responsibility for industrials and managing bond funds. Prior to Baillie Gifford, Gregory worked at Citigroup in New York and Schroders in London, primarily in corporate and project finance banking, and latterly worked for about 10 years as an investment manager at Kames Capital. Gregory graduated BA in Political Science from the State University of New York (Binghamton) and MSc in Economics from the University of Edinburgh later in his career. He is a CFA Charterholder.

    Felix Amoako, investment manager, Multi Asset Growth Fund
    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.

    Nicoleta Dumitru

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

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    Fund Facts

    All figures to 31/10/2019
    Strategy Multi Asset
    Launch Date 31 August 2018
    Size £58.72m

    This fund is currently open to new investors.

  5. Actual investors think in decades.

    Not quarters.
    Find out more
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