Capital at risk
We have helped charities, foundations and endowments achieve their investment objectives for over 50 years. In fact, our very first such client is still with us. Whatever your organisation’s focus – healthcare, education, faith or the arts – we can support you with suitable investment expertise. Our strategies range from equities to multi-asset and from targeting a growing income to maximising overall returns. We aim to provide you with exceptional service and value for money.
Achieving your objectives
What does your charity need from its investment portfolio? Is it certainty that you can continue to cover the cost of your organisation’s ongoing operations? Is it income to fund grant payments? Is it for your portfolio to keep pace with inflation? Or are you struggling to find your way through the myriad of investment options out there and unsure what your organisation should focus on? We can help.
At Baillie Gifford our sole focus is on delivering the best outcomes for our clients. Understanding your individual investment requirements and how these impact your organisation is important. Our range of investment strategies can be invested in individually or combined to create a portfolio that meets your overall investment objective.
What we offer
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 hope to deliver 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.
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-focused clients.
We believe there is a 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, 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.
Our approach →
Browse some of the strategies preferred by our charity clients.
Seeking out companies that could benefit society and shareholders, and deliver lasting growth and positive impact for all.
We prioritise long-term income over short-term yield, with the aim of delivering investors a sustainable and enduring stream of returns.
Capital is a powerful mechanism for positive change. We seek to invest in companies whose products and services make a difference to society and the environment – all while generating attractive returns.
Long Term Global Growth
Concentrated portfolios of potentially game-changing companies, reshaping returns and embracing future structural shifts for success.
Responsible Global Equity Income
We believe in the potential power of dividend compounding for enduring income and long-term capital growth success.
Global Alpha Paris Aligned
Climate-conscious investing in exceptional growth companies worldwide, using investment floor insights to find diverse opportunities.