Capital at risk
Responsible Global Equity Income
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.
Investing for a lifetime of income
Whether you require an income for years to come or are simply looking for attractive long-term capital appreciation, dividend growth investing could be what you’re looking for.
Responsible Global Equity Income Stewardship Report
Find out about our conversations with portfolio companies, shareholder vote activity and consideration of environmental, social and governance matters.
Responsible and dependable growth
We aim to deliver a dependable income and real growth in capital over the longterm by investing in responsible companies.
We believe the best way to do this is to invest in firms which can pay dependable dividends across the cycle, with the prospect of real profit growth, which will in turn lead to growth in dividends and capital.
These are rare and highly attractive to clients seeking income today and well into the future.
What do we mean by responsible? Beyond the exclusion of sin sectors, we mean investing in companies that are trying to address environmental, social and governance (ESG) issues and future-proofing their business.
A carefully selected portfolio
Our portfolio is a collection of carefully selected dividend-paying companies with attractive growth prospects.
Their sustainable earnings growth have the potential to support real growth in dividends, and they typically have resilient business models
Our strategy is managed with a growth mindset and a lengthy time horizon, focusing on dividend growth, not short-term yield.
Long-term dividend compounders are the unsung heroes of the market
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.
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 | 4.8% |
| 2 | Fastenal | 4.6% |
| 3 | TSMC | 4.5% |
| 4 | Novo Nordisk | 4.1% |
| 5 | Apple | 3.7% |
| 6 | Procter & Gamble | 3.6% |
| 7 | Watsco | 3.6% |
| 8 | Schneider Electric | 3.2% |
| 9 | Analog Devices | 3.0% |
| 10 | PepsiCo | 3.0% |
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.
Five years of Responsible Global Equity Income
Investment specialists reflect on the first five years of the Responsible Global Equity Income Strategy.
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.
Responsible Global Equity Income strategy update
Portfolio managers James Dow and Ross Mathison discuss current views and portfolio positioning against the backdrop of rising interest rates and market volatility.
Global Income Growth Q2 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.
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.Five years of Responsible Global Equity Income
Investment specialists reflect on the first five years of the Responsible Global Equity Income Strategy.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.Responsible Global Equity Income strategy update
Portfolio managers James Dow and Ross Mathison discuss current views and portfolio positioning against the backdrop of rising interest rates and market volatility.Global Income Growth Q2 update
The Global Income Growth team reflects on recent performance, portfolio changes, and market developments.
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.