Capital at risk
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.
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?
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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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 |
---|---|---|
1 | The Trade Desk | 1.7% |
2 | Amazon.com | 1.5% |
3 | TSMC | 1.4% |
4 | Shopify | 1.4% |
5 | DSV | 1.1% |
6 | DoorDash | 1.1% |
7 | Netflix | 1.1% |
8 | Prosus | 1.1% |
9 | Meta Platforms | 1.1% |
10 | NVIDIA | 1.0% |
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.
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Important information
The content of this website is intended exclusively for professional investors in accordance with MiFID legislation. ’Professional investors’ are potential investors who are deemed to have the status of “professional clients”, within the meaning of MiFID (2004/39/EC), as transposed in Ireland. It is not intended for retail investors.
Baillie Gifford Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (Reference number C182354) as an Alternative Investment Fund Manager and UCITS Manager to Baillie Gifford Worldwide Funds plc. Its registered office is 4/5 School House Lane East, Dublin 2, D02 N279, Ireland.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. Read our Legal and regulatory information for further details.