ObjectiveThe 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.
The Multi Asset Growth Fund aims to achieve (after deduction of costs): an annualised return over five years that is 3.5% more than UK Base Rate, a positive return over three-year periods and annualised volatility of returns below 10%. There is no guarantee that a positive return will be achieved over 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.
Meet the ManagersPatrick Edwardson
Patrick graduated BSc in Banking and International Finance from Cass Business School in 1993. He joined Baillie Gifford the same year and after his initial training he joined the Fixed Income Team where he spent five years as an Investment Manager. In 2000, Patrick moved to the UK Equity Team and took on the management of UK equity assets for balanced clients and various UK income portfolios. In 2007 he began initial development of our Diversified Growth product and is Head of the Multi Asset Team. Patrick became a Partner in 2005.James Squires
James graduated BA in Mathematics and Philosophy from Oxford University in 2005. He joined Baillie Gifford in 2006, initially working in our North American Equity and Fixed Income teams. He is an Investment Manager in the Multi Asset Team. James is a member of the Investment Risk Committee and has been a CFA charterholder since 2010. He became a partner in 2018.David McIntyre
David graduated BA in History and Politics from Oxford University in 2004. He previously worked for KPMG and in 2007 qualified as a Chartered Accountant. David joined Baillie Gifford in 2008, initially working in our Fixed Income and European Equity teams. He is an Investment Manager in the Multi Asset Team and is a CFA charterholder.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.Scott Lothian
Scott graduated BSc in Actuarial Mathematics and Statistics from Heriot-Watt University in 1999; he is also a Fellow of the Institute of Actuaries. Prior to joining Baillie Gifford in 2015 he worked for Schroders in London, BEA Union in Hong Kong and Towers Watson. Scott is an Investment Manager in the Multi Asset Team.
Actual investors think in decades.
Launch Date 8 December 2015 The Investment Association Sector Specialist XD Date Last day of June and December each year Distribution Last day of August and February each year Pricing Valuation point 10am daily, swinging single price Dynamic Planner Risk Profile Download Defaqto Risk Rating Download
This film was created and distributed by Square Mile as part of their Talking Factsheets series. The full factsheet can be found here:
The views expressed are those of Square Mile should not be considered as advice or a recommendation to buy, sell or hold a particular investment. They reflect personal opinion and should not be taken as statements of fact nor should any reliance be placed on them when making investment decisions. As with any investment, your clients’ capital is at risk.
Investment Choice and Charges
Share Class ISIN Number SEDOL Number Min. Investment Min. Top Up Ongoing Charges* Initial Charge B Acc GB00BY9C5Y31 BY9C5Y3 £1,000 no minimum 0.60% 0%
* Interim figures as at 30/06/2019
A further explanation of all the charges and costs relating to this Fund can be found in the Enhanced Disclosure of Fund Charges and Costs document.