Capital at risk

Investment strategy

Managed

The Managed Strategy combines Baillie Gifford’s best regional equity and global bond investment ideas, balanced by an allocation to cash. We have the flexibility to manage a portfolio in line with your bespoke asset allocation needs and have been running portfolios in this way for over 30 years. The Managed Fund (a UK OEIC) is the Strategy’s flagship pooled vehicle.

Photo of a ballet dancer backstage having the last preparations before her performance.

Bringing the best opportunities together

For over three decades, the Managed Strategy has brought together exciting opportunities in equities and bonds balanced by an allocation to cash. Our best ideas, all in one place.

Agile investing, flexible and balanced

Our aim is to deliver capital growth over the long term. The flexibility of our approach means we can accommodate a client-specific benchmark for performance measurement purposes. While bonds and cash are held to provide balance versus equities, the Strategy does not have a volatility target. Indeed, we view shorter-term volatility as a necessary part of the journey towards achieving superior long-term returns.

The Strategy provides a balanced approach to investing, not only through the exposure it offers to different asset classes and geographies around the world but also by holding a diverse array of growing companies. 

An approach that’s simply different

Our expertise lies in bottom-up stock and bond picking. We invest in growing businesses from the UK, Europe, North America, emerging markets and developed Asia, as well as attractive opportunities in corporate and government bonds. This approach, along with bespoke asset allocations, creates a portfolio that typically looks very different from the index. We believe differentiation is crucial in order to deliver meaningful outperformance, net of fees, over five-10 years and beyond.

What could be simpler than a portfolio that brings together Baillie Gifford’s best ideas across the three most fundamental asset classes?
Lucy Haddow

Meet the managers

Documents

Philosophy and process

Explore our investment philosophy and the processes around how the team constructs the portfolio.

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Curious to learn more about our products and what we can offer you? Please get in touch.

Strategy portfolio holdings

A list of the top 10 equity holdings that the representative portfolio invests in.

All figures up to: 30 November 2024

#Holding% of portfolio
1The Trade Desk1.7%
2Amazon.com1.5%
3TSMC1.4%
4Shopify1.4%
5DSV1.1%
6DoorDash1.1%
7Netflix1.1%
8Prosus1.1%
9Meta Platforms1.1%
10NVIDIA1.0%

Strategy holdings by region

As at: 30 November 2024

1North America20.30%
2UK19.30%
3Europe (ex UK)18.50%
4Overseas Bonds15.10%
5Developed Asia Pacific11.80%
6Emerging Markets8.90%
7UK Bonds6.80%
8Cash & Derivatives-0.50%
Total 100%

Strategy holdings by region

All figures up to: 30 November 2024

Total: 100%

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.

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.