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 £130 billion of funds under management and advice as at 30 June 2016*.

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 for the company full-time. 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.

As with all stock market investments, 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 Mortgage Investment Trust PLC

    The Trust is an actively managed, low cost investment trust, investing in a high conviction global portfolio of companies with the aim of maximizing its total return over the long term. The managers look for strong businesses with above-average returns and aim to achieve a greater return than the FTSE All-World Index (in sterling terms) over a five year rolling period.

    6 Months

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    1 Year

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    5 Years

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    NAV320.88
    Fund ManagerJames Anderson, ...
    NDY (£M)0.90
    Fund SectorGlobal

    Baillie Gifford Corporate Bond B Acc

    The Fund aims to produce a high level of monthly income by investing primarily in a diversified portfolio of investment grade and sub-investment grade fixed interest securities denominated in sterling or denominated in currencies other than sterling and hedged back to sterling. Currency forwards and derivatives may be used from time to time in keeping with the Fund’s objective with the intention of either protecting or enhancing the return on the Fund. No more than 10% in value of the property of the Fund will be invested in units of other collective investment schemes.

    6 Months

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    1 Year

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    5 Years

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    Fund Size (£M)564.15
    Fund ManagerStephen Rodger, ...
    Fund Yield3.90%
    Fund SectorSterling Strategic Bond
  • 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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    1 Year

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    5 Years

    Fund

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    Fund Size (£M)331.37
    Fund ManagerRoderick Snell, ...
    Fund Yield0.50%
    Fund SectorAsia Pacific Excluding Japan

    Baillie Gifford Shin Nippon PLC

    This Trust aims to pursue long-term capital growth principally through investment in small Japanese companies which are believed to have above average prospects for growth.

    6 Months

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    Sector

    1 Year

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    5 Years

    Fund

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    NAV584.04
    Fund ManagerPraveen Kumar
    NDY (£M)0.00
    Fund SectorJapanese Smaller Companies
  • Baillie Gifford Japan Trust PLC

    This trust aims to pursue long-term capital growth principally through investment in medium to smaller sized Japanese companies which are believed to have above average prospects for growth.

    6 Months

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    Sector

    1 Year

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    5 Years

    Fund

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    NAV572.23
    Fund ManagerSarah Whitley
    NDY (£M)0.00
    Fund SectorJapan Equities

    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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    5 Years

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    NAV299.87
    Fund ManagerDominic Neary
    NDY (£M)3.44
    Fund SectorGlobal Equity Income
  • Baillie Gifford Japanese B Acc

    The objective is to produce attractive capital growth over the long term through investment in Japan 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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    1 Year

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    5 Years

    Fund

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    Fund Size (£M)1,389.31
    Fund ManagerMatthew Brett, ...
    Fund Yield0.69%
    Fund SectorJapan

    Edinburgh Worldwide IT PLC

    The trust aims for capital growth from a global portfolio of immature entrepreneurial companies, typically with a market capitalisation of less than $5bn at time of initial investment, which are believed to offer long term growth potential.

    6 Months

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    1 Year

    Fund

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    5 Years

    Fund

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    NAV565.51
    Fund ManagerJohn MacDougall, ...
    NDY (£M)0.00
    Fund SectorGlobal

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Baillie Gifford Corporate Bond B Acc10.4623.5254.32564.153.90Buy
Baillie Gifford Japanese B Acc46.9047.37115.891,389.310.69Buy
Baillie Gifford Pacific B Acc36.9444.0590.09331.370.50Buy
Baillie Gifford Active Gilt Plus B Acc12.4026.9732.4699.161.00Buy
Baillie Gifford Active Long Gilt Plus B Acc24.6656.5566.7953.471.70Buy
Baillie Gifford American B Acc41.5970.85148.83482.22-Buy
Baillie Gifford British Smaller Companies B Acc8.2624.15112.93194.941.07Buy
Baillie Gifford Cash A Acc0.110.451.0258.29-Buy
Baillie Gifford Developed Asia Pacific B Acc46.1546.7791.13106.391.11Buy
Baillie Gifford Diversified Growth B Acc7.6014.0330.846,239.721.29Buy
Baillie Gifford Emerging Markets Bond B Acc35.196.6310.29740.625.60Buy
Baillie Gifford Emerging Markets Growth B Acc43.1635.4453.67544.770.55Buy
Baillie Gifford Emerging Markets Leading Companies B Acc48.2431.7150.66495.880.64Buy
Baillie Gifford European B Acc34.4136.80114.11188.241.36Buy
Baillie Gifford Global Alpha Growth B Acc35.7448.85117.13886.950.56Buy
Baillie Gifford Global Discovery B Acc28.2043.07162.15246.00-Buy
Baillie Gifford Global Income Growth B Acc33.6140.6388.85354.222.69Buy
Baillie Gifford Greater China B Acc55.6059.12104.4212.030.69Buy
Baillie Gifford High Yield Bond B Acc8.2313.5453.90556.854.00Buy
Baillie Gifford International B Acc38.0952.12116.75648.290.48Buy
Baillie Gifford Japanese Income Growth B Acc---0.002.19Buy
Baillie Gifford Japanese Income Growth Y Acc---0.002.19Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Baillie Gifford Corporate Bond B Acc10.4623.5254.32564.153.90Buy
Baillie Gifford Japanese B Acc46.9047.37115.891,389.310.69Buy
Baillie Gifford Pacific B Acc36.9444.0590.09331.370.50Buy
Baillie Gifford Active Gilt Plus B Inc12.4627.0432.4799.161.00Buy
Baillie Gifford Active Index-Linked Gilt Plus B Inc27.7855.9071.87115.950.50Buy
Baillie Gifford Active Long Gilt Plus B Inc24.6256.5966.8553.471.70Buy
Baillie Gifford American B Inc41.5570.83148.68482.22-Buy
Baillie Gifford British Smaller Companies B Inc8.2624.13112.87194.941.07Buy
Baillie Gifford Cash A Inc0.110.451.0258.29-Buy
Baillie Gifford Corporate Bond B Inc10.4623.4654.15564.153.90Buy
Baillie Gifford Developed Asia Pacific B Inc46.1746.7588.07106.391.11Buy
Baillie Gifford Diversified Growth B Inc7.6414.0630.716,239.721.29Buy
Baillie Gifford Emerging Markets Bond B Inc35.106.5410.56740.625.60Buy
Baillie Gifford Emerging Markets Growth B Inc43.1435.4553.69544.770.55Buy
Baillie Gifford Emerging Markets Leading Companies B Inc48.3331.7650.88495.880.64Buy
Baillie Gifford European B Inc34.5436.81114.09188.241.36Buy
Baillie Gifford Global Alpha Growth B Inc35.7948.81117.29886.950.56Buy
Baillie Gifford Global Discovery B Inc28.2043.09162.19246.00-Buy
Baillie Gifford Global Income Growth B Inc33.6440.6788.68354.222.69Buy
Baillie Gifford Global Bond B Inc26.7330.0622.8182.231.40Buy
Baillie Gifford Greater China B Inc55.5958.83104.2212.030.69Buy
Baillie Gifford High Yield Bond B Inc8.1513.4053.67556.854.00Buy
Baillie Gifford International B Inc38.1052.06116.74648.290.48Buy

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 31

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