Capital at risk
Balanced and multi-asset
Investing across a range of asset classes. Whether we focus on growth or income, we seek to add value with long-term, active management.
Why invest in balanced or multi-asset?
Our balanced portfolios invest in equities, bonds and cash, aiming to achieve long-term capital growth on your behalf. While bonds and cash can help dampen large share price moves, our balanced portfolios do not have volatility targets.
Our multi-asset portfolios aim to give you attractive long-term returns but at a lower risk than solely investing in shares. They are diversified, including equities, fixed income and real assets with physical worth, such as real estate and infrastructure.
How do we invest across asset classes?
Our balanced portfolios provide you access to our best regional equity and bond investment ideas, balanced by an allocation to cash. The approach is bottom-up, growth-oriented and long-term.
Our multi-asset growth portfolios reflect our views on the long-term return and risk characteristics of the different asset classes. The approach is top-down, macroeconomic and research-led.
Our multi-asset income portfolio combines asset-allocation experience and investment-selection skill to build a diversified global portfolio of our best income-generating ideas across eight asset classes.
Related investment capabilities
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.
Diversified Growth
Investment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.
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.
Managed
We have 30+ years of experience in uniting exceptional global equity and bond opportunities, balanced with cash for a top-tier idea portfolio.
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.
Sustainable Income
We prioritise long-term income over short-term yield, with the aim of delivering investors a sustainable and enduring stream of returns.
All our investment capabilities
Core growth
Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
Equity and multi-asset income
Seeking both dependable income and long-term capital growth.
Fixed income
Targeting company and government bonds with a focus on long-term outcomes.
Flexible growth
Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
High growth
Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.
Insights
Key articles, videos and podcasts relating to our multi-asset investment capabilities:
Multi Asset Q3 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments over the last quarter.
Related insights
Too long to drive, too short to fly
Meet the rail company reshaping high-speed intercity travel across the US.
The clean energy election
Will the US election result affect investors in US renewables? Felix Amoako-Kwarteng finds out.
Resurgence of insurance-linked securities
Exploring the ILS resurgence: capital cycle shifts, disaster impacts and sustainable economies
Multi Asset Q3 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.
The rate cut conundrum: Multi Asset’s LTRE
Insights on economic growth, inflation trends, and investment opportunities in bonds, equities, and more for the next decade.
Multi Asset Q2 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.
Japan: the land of the rising yield
How Japan's changing economy is reshaping the Multi Asset investment landscape.
Multi Asset investment update
An update on performance, portfolio developments and where we see new opportunities.
Where are the opportunities?
The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.
Multi Asset investment update
An update on the portfolio, market environment and outlook for the year ahead.
Multi Asset: Investment process evolution
Focusing on the central pillars of our multi-asset investment process has sparked an evolution.
From Leeds to LA
Creating a high conviction, best ideas, global and unconstrained property portfolio.
Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
Productivity’s slowdown unravelled
Casting fresh light on why productivity growth lost steam and why it might be about to pick up.
The robots are coming
Robots won’t take all our jobs, but they will affect labour markets and, with them, inflation.
The productivity surge of the 2020s
Are the days of productivity growth over? The Multi Asset Team does not think so.
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.