Baillie Gifford

About Baillie Gifford

About Baillie Gifford 

Baillie Gifford has been managing investments since 1909. Our success has been built on finding good investment opportunities for clients through extensive independent research. Our fundamental analysis and judgement over the years have helped us to become one of the UK’s largest independent investment management groups with over £166 billion of funds under management and advice as at 30 June 2017*.

Baillie Gifford is one of the largest investment trust managers in the UK with a range of seven trusts. We also have an extensive range of OEIC sub-funds and manage investments globally for pension funds, institutions and charities.

 

What makes us different?

We are an independent company, owned and run by our partners, all of whom work fully within the firm. We don't have a parent company or external shareholders whose interests can sometimes conflict with those of clients and we answer only to our clients, whose long-term interests are paramount. Managing investments is our only business and we have gained an enviable reputation in this field over the years. We aim to invest in companies that have strong, sustainable competitive advantages, shareholder-friendly approaches, financial stability and scope for real growth.

The value of a stock market investment and any income from it can fall as well as rise and investors may not get back the amount invested. Your capital is at risk.

 

*Source: Baillie Gifford & Co

Featured Trust

Scottish Mortgage is a low-cost equity fund which invests on a global basis. Stocks are carefully selected for their strong growth prospects. The Trust aims to outperform world stock market indices over a five year rolling period.

  • Scottish American Investment Company PLC

    The Trust aims to be a core investment for private investors seeking income. Its objective is to grow the dividend at a faster rate than inflation by increasing capital and growing income. The focus of the portfolio is on global equities but investments are also made in bonds, property and other asset types.

    6 Months

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    1 Year

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    NAV350.25
    Fund ManagerJames Dow, ...
    NDY (£M)2.95
    Fund SectorGlobal Equity Income

    Baillie Gifford American B Acc

    The objective is to produce attractive returns over the long term principally through investment, whether direct or indirect, in any economic sector in the United States of America. From time to time, at the ACD’s sole discretion, investment, whether direct or indirect, may also be made in any economic sector in Canada. Up to (but no more than) 10% in value of the Fund may be invested in each of the following: collective investment schemes and deposits.

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    Fund Size (£M)690.58
    Fund ManagerHelen Xiong, ...
    Fund Yield0.00%
    Fund SectorNorth America
  • Scottish Mortgage Investment Trust PLC

    Scottish Mortgage is an actively managed, low cost investment trust, investing in a high conviction, global portfolio of companies with the aim of maximising its total return to its shareholders over the long term. The managers aim to achieve a greater return than the FTSE AllWorld Index (in sterling terms) over a five year rolling period.

    6 Months

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    NAV434.38
    Fund ManagerJames Anderson, ...
    NDY (£M)0.69
    Fund SectorGlobal

    Monks Investment Trust PLC

    The Trust aims for long-term capital growth which takes priority over income. This is pursued through applying a patient approach to investment, principally from a differentiated, actively managed global equity portfolio containing a diversified range of growth stocks.

    6 Months

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    NAV736.18
    Fund ManagerMalcolm MacColl, ...
    NDY (£M)0.17
    Fund SectorGlobal
  • Baillie Gifford European B Acc

    The objective is to produce attractive capital growth over the long term by investing in Continental Europe, including the Republic of Ireland, in any economic sector, but with the ability also to invest up to (but no more than) 10% in value of the Fund in each of the following: collective investment schemes and deposits.

    6 Months

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    Fund Size (£M)405.21
    Fund ManagerTom Walsh, ...
    Fund Yield1.10%
    Fund SectorEurope Excluding UK

    Baillie Gifford Pacific B Acc

    The objective is to produce attractive capital growth over the long term by investment in the Far East, Australasia and the Indian sub-continent in any economic sector, but with the ability also to invest up to (but no more than) 10% in value of the Fund in each of the following: collective investment schemes and deposits.

    6 Months

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    Fund Size (£M)324.47
    Fund ManagerRoderick Snell, ...
    Fund Yield0.46%
    Fund SectorAsia Pacific Excluding Japan
  • Baillie Gifford Japanese Income Growth B Acc

    The objective is to produce income and capital growth over the longer term with a focus on portfolio dividend growth.The sub-fund will invest primarily in the equities of companies that are domiciled, incorporated or have a significant portion of their operations based in Japan and may also invest in other transferable securities, money market instruments, deposits, cash and near cash. Up to 10% of the sub-fund may be invested in other collective investment vehicles.

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    Fund Size (£M)294.55
    Fund ManagerKaren See, ...
    Fund Yield1.93%
    Fund SectorJapan

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Baillie Gifford American B Acc20.7299.59150.92690.58-Buy
Baillie Gifford European B Acc22.7489.89130.79405.211.10Buy
Baillie Gifford Japanese Income Growth B Acc13.37--294.551.93Buy
Baillie Gifford Pacific B Acc27.0365.07104.31324.470.46Buy
Baillie Gifford Active Gilt Plus B Acc-1.719.6915.2435.051.40Buy
Baillie Gifford Active Long Gilt Plus B Acc-3.6020.3633.3540.891.70Buy
Baillie Gifford British Smaller Companies B Acc12.2249.9587.90197.120.82Buy
Baillie Gifford Cash A Acc-0.010.250.7380.65-0.10Buy
Baillie Gifford Corporate Bond B Acc6.8618.0536.45705.263.50Buy
Baillie Gifford Developed Asia Pacific B Acc6.8170.56102.78139.181.22Buy
Baillie Gifford Diversified Growth B1 Acc8.8018.3530.066,758.111.50Buy
Baillie Gifford Emerging Markets Bond B Acc-0.5214.805.30884.616.50Buy
Baillie Gifford Emerging Markets Growth B Acc30.1568.0181.65757.670.69Buy
Baillie Gifford Emerging Markets Leading Companies B Acc27.0465.6880.00506.330.58Buy
Baillie Gifford Global Alpha Growth B Acc20.9982.31131.431,008.050.56Buy
Baillie Gifford Global Discovery B Acc25.6282.22177.99305.86-Buy
Baillie Gifford Global Income Growth B Acc11.7959.7685.50497.032.66Buy
Baillie Gifford Greater China B Acc37.14108.09155.5081.520.74Buy
Baillie Gifford High Yield Bond B Acc8.9717.4938.76444.454.10Buy
Baillie Gifford International B Acc21.0285.24136.03720.180.48Buy
Baillie Gifford Japanese B Acc17.9897.74164.481,998.570.79Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Baillie Gifford American B Acc20.7299.59150.92690.58-Buy
Baillie Gifford European B Acc22.7489.89130.79405.211.10Buy
Baillie Gifford Japanese Income Growth B Acc13.37--294.551.93Buy
Baillie Gifford Pacific B Acc27.0365.07104.31324.470.46Buy
Baillie Gifford Active Gilt Plus B Inc-1.669.6815.2635.051.40Buy
Baillie Gifford Active Index-Linked Gilt Plus B Inc-2.9627.2753.13114.741.50Buy
Baillie Gifford Active Long Gilt Plus B Inc-3.6220.3333.3740.891.70Buy
Baillie Gifford American B Inc20.7199.61150.93690.58-Buy
Baillie Gifford British Smaller Companies B Inc12.2149.8987.75197.120.82Buy
Baillie Gifford Cash A Inc-0.010.250.7380.65-0.10Buy
Baillie Gifford Corporate Bond B Inc6.9118.1136.49705.263.50Buy
Baillie Gifford Developed Asia Pacific B Inc6.8370.61-139.181.22Buy
Baillie Gifford Diversified Growth B Inc9.0818.6930.276,758.111.50Buy
Baillie Gifford Emerging Markets Bond B Inc-0.4014.855.31884.616.60Buy
Baillie Gifford Emerging Markets Growth B Inc30.1468.0281.68757.670.69Buy
Baillie Gifford Emerging Markets Leading Companies B Inc26.9865.6980.08506.330.58Buy
Baillie Gifford European B Inc22.6589.75130.59405.211.10Buy
Baillie Gifford Global Alpha Growth B Inc20.9882.24131.391,008.050.56Buy
Baillie Gifford Global Discovery B Inc25.5982.22177.93305.86-Buy
Baillie Gifford Global Income Growth B Inc11.7659.7485.28497.032.66Buy
Baillie Gifford Greater China B Inc37.14107.48155.0381.520.74Buy
Baillie Gifford High Yield Bond B Inc9.0317.4938.73444.454.10Buy
Baillie Gifford International B Inc21.0185.26136.04720.180.48Buy
Baillie Gifford Investment Grade Long Bond B Inc2.4218.4536.69244.373.20Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Monks Investment Trust PLC36.32110.95146.850.18736.18Buy
Scottish American Investment Company PLC21.2783.39101.605.64350.25Buy
Scottish Mortgage Investment Trust PLC31.08114.22222.580.37434.38Buy
Baillie Gifford Shin Nippon PLC32.33170.00294.626.44722.91Buy
Baillie Gifford Japan Trust PLC32.48133.70292.956.49706.67Buy
Edinburgh Worldwide IT PLC42.73104.87150.06-3.37720.77Buy
Pacific Horizon IT PLC34.9378.74107.84-7.87335.38Buy

Disclaimer

Interactive Investor does not endorse any particular product. If you are unsure about whether an investment is suitable for you please seek advice from a financial advisor.

Trust Magazine - Issue 35

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