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Baillie Gifford

Capital at risk

Investment capability

Core growth

Core growth means investing in our best ideas while paying more regard to benchmarks and volatility than we do for other strategies. The portfolios are our most diversified.

Caving team at the bottom of a deep cave wearing torches, with ropes hanging from the daylight above.

What are core growth’s characteristics?

Our equity-only core portfolios typically hold more than 100 investments. Our multi-asset ones can hold over 200. We construct both with an emphasis on quality and diversity in terms of the number of holdings, style and, where relevant, asset types. We manage equity-only portfolios within a tracking error range against a benchmark. Our multi-asset portfolios have stated volatility targets as a secondary objective alongside investment goals. These seek to outperform cash returns significantly.

How do we invest in core growth?

Individual equity teams manage the core equity portfolios, combining regional portfolios for those that have a global benchmark. This modular approach lends itself to client-tailored allocations where desired. 

Multi-asset growth portfolios are managed by a dedicated team whose remit includes stocks, bonds commodities, insurance-linked bonds, property, structured finance, infrastructure and more. 

Core-growth strategies

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. Jungrau mountain peak during alpen glow at sunset. View from First, Grindelwald, Switzerland.

    Sustainable Multi Asset

    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.
  7. 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.

All our investment capabilities

Filtered by
  1. Caving team at the bottom of a deep cave wearing torches, with ropes hanging from the daylight above.

    Core growth

    Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
  2. The Valencia City of Arts and Sciences at sunset.

    Equity and multi-asset income

    Seeking both dependable income and long-term capital growth.
  3. Two adventure cyclists on a single track road in the Scottish Highlands.

    Fixed income

    Targeting company and government bonds with a focus on long-term outcomes.
  4. Asian woman working in vegetable greenhouse.

    Flexible growth

    Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
  5. A honey hunter hanging off a cliff on a rope ladder.

    High growth

    Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.

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.