Investment strategies

Baillie Gifford manages and advises on specialist equity, fixed income and multi-asset portfolios for a global client base. You can search and filter our range of strategies and browse our broader investment capabilities.

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Strategies

Viewing 37 of 37 results
  1. Young Indian woman waiting for a train at subway station in India.

    Asia ex Japan

    A patient strategy in fast-paced markets. Embrace diverse growth opportunities in the hope of capitalising on inefficiencies.
  2. Aerial Photo Shots of Spring Blossom Bridge in Shenzhen, China.

    China

    A diversified portfolio of 40-80 of the best growth companies in China, regardless of listing location, size or weight in an index.
  3. Scientist wearing protective equipment in a laboratory moving a tray of equipment.

    China A Shares

    A concentrated portfolio of 25-40 high-growth companies that are listed in China’s domestic market.
  4. Jungrau mountain peak during alpen glow at sunset. View from First, Grindelwald, Switzerland.

    Defensive Growth

    Actively-managed exposure to different asset classes, seeking to deliver a good level of return over the long-term within clear risk and carbon limits.
  5. An aerial view of a large lake inside a valley at sunset.

    Diversified Growth

    Investment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.
  6. A half moon sits above a snowy mountain top at sunset.

    Diversified Return

    We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.
  7. Aerial view of a boat sailing along the Yamuna river at sunset surrounded by seagulls along the coast in New Delhi, India.

    Emerging Markets All Cap

    Our longest-standing Global Emerging Markets portfolio, targeting the world’s best Emerging Market companies with a diversified approach.
  8. A cross-sea bridge in the fog at night in liaoning, China.

    Emerging Markets Concentrated Growth

    A highly concentrated Emerging Markets portfolio, our purest form of Emerging Markets stock-picking.
  9. Aerial view of people fishing in traditional outrigger boat in lake with cloud reflections from above in Polonnaruwa, Sri Lanka.

    Emerging Markets ex China

    Seeking to provide exposure to the best Emerging Market opportunities outside of China, an increasingly common consideration for investors.
  10. An aerial view of Vietnamese women fishing with traditional nets in shallow water with their wooden boats nearby.

    Emerging Markets Leading Companies

    A more concentrated Global Emerging Markets portfolio of 35-60 stocks. Seeking strong opportunities to own for the long term.
  11. Woman paddleboarding on Sylvenstein lake, Germany.

    Global Alpha

    Ambitious growth investing in exceptional companies, prioritising long-term sustainability and competitive advantages for lasting success.
  12. One man exploring beautiful Ice cave close to Jokulsarlon Glacier Lagoon.

    Global Alpha Paris Aligned

    Climate-conscious investing in exceptional growth companies worldwide, using investment floor insights to find diverse opportunities.
  13. Orchestra playing in dark room

    Global Core

    With over 20 years of experience, our Global Core strategy offers tailored asset allocation to invest in Baillie Gifford's regional equity ideas.
  14. Astronomical Observatory under the starlit sky filled with the milky way.

    Global Discovery

    We look for early-stage transformative companies poised for long-term growth, scaling up to shape the next decade's success.
  15. Three intrepid cyclists exploring scenic mountain trails on their high-performance bike.

    Global Income Growth

    Balancing current income needs and long-term capital growth, aiming for comprehensive, enduring returns.
  16. Close up of green and blue Greenwinged Macaw feathers

    High Yield Bond

    Trying to discover companies with exceptional strengths for a high-performing, long-term investment portfolio.
  17. A museum display of seashells with handwritten descriptions.

    Investment Grade Bond

    We aim to balance risk and reward, seeking fundamentally-strong companies for attractive returns and long-term market outperformance.
  18. High angle view of people walking at subway station in Kyoto, Japan.

    Japan All Cap

    Discover Japan's untapped potential. Focusing on fundamentals, we try to find mispriced, under-appreciated growth opportunities.
  19. Robotic arm welding in a futuristic assembly automotive manufacturing plant.

    Japan Growth

    Unearthing Japan's hidden opportunities, our strategy targets emerging disruptors, strong franchises, and corporate reform for growth.
  20. Asian female traveller photographing the spectacular nature scenics of Arashiyama Bamboo forest with smartphone while travelling in Kyoto, Japan.

    Japan Income Growth

    We try and find Japan's undervalued assets through a fundamentals-driven approach for investors seeking potential growth opportunities.
  21. Landscape view of Mount Fuji at night with a starlit sky.

    Japan Smaller Companies

    With in-depth insight into Japan's history, we aim to uncover undervalued opportunities for investors.
  22. Landscape of a still rippled ocean at dusk in mild weather with clouds across the sky.

    Long Term Global Growth

    Concentrated portfolios of potentially game-changing companies, reshaping returns and embracing future structural shifts for success.
  23. Photo of a ballet dancer backstage having the last preparations before her performance.

    Managed

    We have 30+ years of experience in uniting exceptional global equity and bond opportunities, balanced with cash for a top-tier idea portfolio.
  24. Man silhouette on background of famous Risin og Kellingin rocks and cliffs of Eysturoy and Streymoy Islands seen from Kalsoy Island. Faroe Islands, Denmark. Landscape photography

    Multi Asset Growth

    We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.
  25. Electronics workers in clean room assembling electronic components.

    Pan Europe

    We seek out Europe's standout companies with the potential to deliver exceptional investment returns.
  26. 3d model of a plus icon featuring images of fields, landscapes and vergetables.

    Positive Change

    We invest in companies that we believe positively impact society and the environment, with the aim of generating attractive returns.
  27. Drone view of a car crossing a bridge in Iceland with blue steams of glacier water.

    Responsible Global Alpha

    Invest with ambition: We aim to unlock exceptional growth potential through long-term, sustainable competitive advantage.
  28. An aerial view of a sailing boat floating on still water with clouds reflected on the surface.

    Responsible Global Alpha Paris Aligned

    Responsibly investing in diverse growth companies, addressing the climate crisis with flexibility and open-mindedness to unlock varied opportunities.
  29. Cyclist riding up on road in the mountains.

    Responsible Global Equity Income

    We believe in the potential power of dividend compounding for enduring income and long-term capital growth success.
  30. Close up shot of the lines of a palm leaf.

    Strategic Bond

    A corporate bond strategy focused on the long-term success of companies, hoping to deliver lasting value and growth for client portfolios.
  31. Aurora Borealis. as viewed from space.

    Sustainable Growth

    Seeking out companies that could benefit society and shareholders, and deliver lasting growth and positive impact for all.
  32. Nautilus shell cut in half, showing inside of shell and chambers in profile.

    Sustainable Income

    We prioritise long-term income over short-term yield, with the aim of delivering investors a sustainable and enduring stream of returns.
  33. Rodel Saltmarsh on Isle of Harris, Outer Hebrides, Scotland, United Kingdom, Europe.

    UK Core

    A focused strategy investing in British businesses for 5+ years, aiming for exceptional earnings growth and value.
  34. Winding empty road through arid desert landscape.

    US Alpha

    We focus on growing businesses across diverse opportunities that we hope will drive exceptional returns over time.
  35. Green and orange smoke dispersing in the air over a black background.

    US Discovery

    Transformative investing: Capturing early opportunities in small-to-mid cap firms with potential for growth and success.
  36. A colourful semi cicle of neon lights with lines of blue dots flaring out from the centre.

    US Equity Growth

    Investing in innovative, high-growth US companies that we believe may be at the forefront of global change.
  37. Astronomical Observatory under the stars.

    Worldwide Discovery

    Finding early opportunities in small-to-mid-cap firms with the aim of discovering lasting growth and success.

Investment capabilities

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Important information

Baillie Gifford Overseas Limited (ARBN 118 567 178) is registered as a foreign company under the Corporations Act 2001 (Cth) and holds Foreign Australian Financial Services Licence No 528911. The information in this area is provided to you on the basis that you are a “wholesale client” within the meaning of section 761G of the Corporations Act 2001 (Cth) (“Corporations Act”). Please advise Baillie Gifford Overseas Limited immediately if you are not a wholesale client. In no circumstances should the information in this area be made available to “retail clients” as defined by the Corporations Act.

The information in this area contains general information only. It does not take into account any person’s objectives, financial situation or needs.