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.
  2. quote-icon
    Long-term income, not short-term yield.
  3. Meet the Managers

    James Dow
    James Dow

    James graduated MA (Hons) in Economics-Philosophy from the University of St Andrews in 2000, and an MSc in Development Studies at the London School of Economics in 2001. He spent three years working at The Scotsman newspaper, where he was the Economics Editor. James joined Baillie Gifford’s graduate scheme in 2004 working as an Investment Manager in our US Equities Team and as a Global Sector Specialist, before joining the Global Income Growth team. He is a CFA Charterholder.

    Steven Hay
    Steven Hay

    Steven graduated BAcc in Economics and Accountancy from the University of Glasgow in 1992 and completed an MSc in Economics from Warwick University in 1993. Prior to Baillie Gifford, Steven was a fixed income investment manager with Scottish Widows. His considerable 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 joined Baillie Gifford in 2004 and is Head of the Rates and Currencies Team.

    Gregory Turnbull Schwartz
    Gregory Turnbull Schwartz

    Gregory graduated from the State University of New York (Binghamton) in 1994 with a BA in Political Science (concentration in Economics) and earned an MSc in Economics from the University of Edinburgh later in his career. He 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. His research responsibilities there were initially in non-financial credit and more recently in financials where he managed the financials team as well as a variety of segregated and pooled institutional funds. Gregory is an Investment Manager in the Investment Grade Team and is a CFA Charterholder.

    Felix Amoako, investment manager, Multi Asset Growth Fund
    Felix Amoako

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

    Nicoleta Dumitru

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

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    Fund Facts

    All figures to 30/06/2019
    Strategy Multi Asset
    Launch Date 31 August 2018
    Size £54.45m

    This fund is currently open to new investors.

  5. Actual investors think in decades.

    Not quarters.
    Find out more