Capital at risk
Multi Asset Growth
Our Multi Asset Strategy offers exposure to an actively managed, diversified range of assets – an important approach when seeking attractive long-term returns at lower volatility than equity markets.
We take our macro views of the world and integrate them with themes that will drive investment markets over the long term to find the best opportunities.
Taking advantage of diversity
Our mission is simple – we take advantage of a breadth of opportunity across a diverse range of asset classes, aiming to deliver attractive returns with 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.
Chasing superior returns
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. 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 UK base 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
Low volatility, high value
We look to the future, not the past, creating portfolios that avoid complexity to achieve returns with low volatility.
We identify the major drivers of markets and apply our knowledge and 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.
Changes in the world bring investment opportunities. The unrivalled opportunity set of our Multi Asset funds gives us many ways to generate very attractive returns off the back of these.
Meet the managers
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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 | Baillie Gifford Global Income Growth Fund | 7.2% |
| 2 | Baillie Gifford Emerging Markets Leading Companies Fund | 5.9% |
| 3 | Baillie Gifford US High Yield Credit | 3.0% |
| 4 | Plutus CLO Fund | 2.8% |
| 5 | Australia 3% 21/03/2047 | 2.4% |
| 6 | Australia 1.75% 21/06/2051 | 2.3% |
| 7 | RWE | 2.3% |
| 8 | Galene Fund | 2.2% |
| 9 | Terna | 2.2% |
| 10 | UK T Bill 20/01/2025 | 2.2% |
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.
Insights
Key articles, videos and podcasts relating to the strategy:
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Insights
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.
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.
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 quarterly update
Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.
On the grid
David McIntyre and Calum Holt summarise their thoughts on the potential transformation of the European energy industry and how this is being embraced in our Multi Asset funds.
Multi Asset Q3 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments over the last quarter.
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.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.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 quarterly update
Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and opportunities for the Multi Asset portfolio.On the grid
David McIntyre and Calum Holt summarise their thoughts on the potential transformation of the European energy industry and how this is being embraced in our Multi Asset funds.
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.