Capital at risk
Global Income Growth
Long-term dividend compounding is the eighth wonder of the world.
We focus on companies that can compound earnings and dividends effectively over long periods. These are rare but can deliver attractive returns.
For a lifetime of income, choose growth
Whether you require an income today and for years to come or are simply looking for attractive capital growth and total returns over the long term, dividend growth investing might be what you’re looking for.
Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
A truly long-term approach
We aim to deliver a dependable income and real growth in dividends and capital over the long term.
We believe the best way to meet these objectives is to invest in companies that can pay dependable dividends across the cycle and have the prospect of real growth in profits, which will, in turn, lead to growth in dividends and capital.
Such companies are rare and highly attractive to a client who needs income today and is also seeking capital appreciation well into the future.
Resilient and dependable dividends
Our portfolio is a selection of carefully selected dividend-paying companies with attractive growth prospects and resilient businesses.
The strategy is managed with a growth mindset and a lengthy investment time horizon. We focus on dividend growth, not short-term yield.
The companies we hold support real growth in dividends, and they typically have resilient business models that provide stability at times of market volatility.
With many investors fixated on the short-term, our long-term focus gives us the opportunity to invest into mispriced dividend-growing companies.
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Strategy portfolio holdings
A list of the top 10 holdings that the representative portfolio invests in.
All figures up to: 31 October 2024
| # | Holding | % of portfolio |
|---|---|---|
| 1 | Microsoft | 4.2% |
| 2 | Fastenal | 4.0% |
| 3 | Partners | 3.3% |
| 4 | TSMC | 3.2% |
| 5 | Novo Nordisk | 3.2% |
| 6 | Procter & Gamble | 3.2% |
| 7 | Apple | 3.1% |
| 8 | Schneider Electric | 2.8% |
| 9 | Deutsche Börse | 2.8% |
| 10 | Atlas Copco | 2.8% |
Please note
The information contained on this page is intended as a guide only and should not be relied upon when making investment decisions. All holdings information is unaudited. Source Baillie Gifford & Co. Please note that totals may not add due to rounding.
Invest in this strategy
You can invest in this strategy through the following fund(s).
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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
Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Eric Beinhocker: evolutionary economist
How successful companies harness the power of adaptation.
Global Income Growth Q2 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q1 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.
How dividend growth signals compounding
Investor James Dow explains why dividend growth indicates a company can compound its earnings.
A new recipe for weight loss
The huge growth potential of Novo Nordisk’s anti-obesity medicines.
Albemarle: salt flats and social responsibility
Why the lithium giant Albemarle engages in research and data monitoring.
Global Income Growth Q4 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.
Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
TSMC’s decarbonisation dilemmas
TSMC’s progress in securing greener energy supplies in Taiwan.
Global Income Growth Q2 update
The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.
Impact, Ambition and Trust
If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?
Global Income Growth
Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.
Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.
Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Eric Beinhocker: evolutionary economist
How successful companies harness the power of adaptation.Global Income Growth Q2 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Global Income Growth Q1 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Novo Nordisk: tipping the scales
Charting how a century of innovation led to a game-changing weight-loss treatment.How dividend growth signals compounding
Investor James Dow explains why dividend growth indicates a company can compound its earnings.A new recipe for weight loss
The huge growth potential of Novo Nordisk’s anti-obesity medicines.Albemarle: salt flats and social responsibility
Why the lithium giant Albemarle engages in research and data monitoring.Global Income Growth Q4 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.Global Income Growth Q3 update
The Global Income Growth Team reflects on recent performance, portfolio changes and market developments.TSMC’s decarbonisation dilemmas
TSMC’s progress in securing greener energy supplies in Taiwan.Global Income Growth Q2 update
The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.Impact, Ambition and Trust
If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?Global Income Growth
Some people look at life as sustaining the now, while sowing the seeds for a better tomorrow. Global Income Growth think the same way. In this film we explore their philosophy and how when searching for a lifetime of income, they choose growth.
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.