Capital at risk
Diversified Return
Our mission is simple – to generate attractive returns over cash with low volatility.
To find the best opportunities, we take our macro views of the world and integrate them with themes that will drive markets over the long term.
Our edge is our wide opportunity set and asset mix, creating portfolios that are prepared for different economic conditions.
Flexible, nimble portfolios
Our Diversified Return Strategy offers exposure to an actively managed, diversified range of assets. This is important when seeking attractive long-term returns at lower volatility than equity markets.
Multi Asset Q3 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments over the last quarter.
A wide opportunity set
We seek to provide a diverse portfolio of asset classes that has dual objectives with an equal focus on return and risk.
We take a broad opportunity set and turn it into a single fund. We know that this offers our clients a simple and effective way to achieve diversification at lower volatility levels than equity markets.
Our objectives:
- A return that is 3.5 per cent more than the cash rate over rolling five-year periods
- A positive return over rolling three-year periods
- Volatility of returns below 10 per cent over rolling five-year periods
We look to the future, not the past
Our portfolios avoid complexity and are positioned to achieve returns with low volatility.
We identify the major drivers of markets and apply our expertise to construct a portfolio that invests across asset classes, incorporating:
- Macroeconomic views
- Long-term return expectations
- Risk and near-term scenario analysis
The result is a top-down, macroeconomic and research-led portfolio, which seeks to generate value for our clients throughout economic cycles.
Change brings opportunities. Short-term changes can be as unpredictable as the meander of a river, but by focusing on long-term trends, we think it’s possible to figure out the destination.
Meet the managers
Documents
Philosophy and process
Explore our investment philosophy and the processes around how the team constructs the portfolio.
Stewardship report
Find out about our conversations with portfolio companies, shareholder vote activity and consideration of environmental, social and governance matters.
Invest in this strategy
You can invest in this strategy through the following fund(s).
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
Insights
Key articles, videos and podcasts relating to the strategy:
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Insights
The Plutus CLO Fund: seizing market opportunities
How leveraging opportunities in the European CLO market enhanced our structured finance solutions.
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 Climate Scenarios Project: part 2
The impact of Disorderly Transition scenarios on macro indicators and market outcomes.
Multi Asset Q2 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.
The case for UK water investments
Uncover the resilient UK water companies showcasing their growth prospects in the face of regulatory and environmental hurdles.
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.
Multi Asset Q3 investment update
How is the portfolio adapting to risks and opportunities? Scott Lothian explains.
Multi Asset quarterly update
James Squires reflects on the current environment influencing Multi Asset portfolios.
Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
Multi Asset quarterly update
Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
Productivity’s slowdown unravelled
Casting fresh light on why productivity growth lost steam and why it might be about to pick up.
Why excess global savings matter
The savings surplus affects companies that want to issue financial assets to fund investment.
The robots are coming
Robots won’t take all our jobs, but they will affect labour markets and, with them, inflation.
The inflation debate
A temporary blip or a structural shift? The Multi Asset Team debates inflation’s ups and downs.
The productivity surge of the 2020s
Are the days of productivity growth over? The Multi Asset Team does not think so.
Multi Asset Q3 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments over the last quarter.
The Plutus CLO Fund: seizing market opportunities
How leveraging opportunities in the European CLO market enhanced our structured finance solutions.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 economiesMulti Asset Q3 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.The Climate Scenarios Project: part 2
The impact of Disorderly Transition scenarios on macro indicators and market outcomes.Multi Asset Q2 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.The case for UK water investments
Uncover the resilient UK water companies showcasing their growth prospects in the face of regulatory and environmental hurdles.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.Multi Asset Q3 investment update
How is the portfolio adapting to risks and opportunities? Scott Lothian explains.Multi Asset quarterly update
James Squires reflects on the current environment influencing Multi Asset portfolios.Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.Multi Asset quarterly update
Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.Productivity’s slowdown unravelled
Casting fresh light on why productivity growth lost steam and why it might be about to pick up.Why excess global savings matter
The savings surplus affects companies that want to issue financial assets to fund investment.The robots are coming
Robots won’t take all our jobs, but they will affect labour markets and, with them, inflation.The inflation debate
A temporary blip or a structural shift? The Multi Asset Team debates inflation’s ups and downs.The productivity surge of the 2020s
Are the days of productivity growth over? The Multi Asset Team does not think so.
Invest in this strategy
You can invest in this strategy through the following fund(s).
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
How to invest in this strategy
You can invest in this strategy through the following fund(s).
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
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.