Capital at risk

Investment capability

Core growth

Core growth means investing in our best ideas while paying more regard to benchmarks and volatility than we do for other strategies. The portfolios are our most diversified.

Caving team at the bottom of a deep cave wearing torches, with ropes hanging from the daylight above.

What are core growth’s characteristics?

Our equity-only core portfolios typically hold more than 100 investments. Our multi-asset ones can hold over 200. We construct both with an emphasis on quality and diversity in terms of the number of holdings, style and, where relevant, asset types. We manage equity-only portfolios within a tracking error range against a benchmark. Our multi-asset portfolios have stated volatility targets as a secondary objective alongside investment goals. These seek to outperform cash returns significantly.

How do we invest in core growth?

Individual equity teams manage the core equity portfolios, combining regional portfolios for those that have a global benchmark. This modular approach lends itself to client-tailored allocations where desired. 

Multi-asset growth portfolios are managed by a dedicated team whose remit includes stocks, bonds commodities, insurance-linked bonds, property, structured finance, infrastructure and more. 

Core-growth strategies

All our investment capabilities

Important information

Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients and is authorised and regulated by the UK Financial Conduct Authority. Baillie Gifford Overseas Limited is not licensed under the Regulation of Investment Advising, Investment Marketing and Portfolio Management Law, 5755-1995 (the “Advice Law”) and does not carry insurance pursuant to the Advice Law.

Baillie Gifford Overseas Limited markets and distributes Baillie Gifford’s range of collective investment schemes to Qualified Clients and Qualified Investors in Israel, as listed in the First Addendum to the Regulation of Investment Advising, Investment Marketing and Portfolio Management Law, 5755-1995 (the “Advice Law”) and in the First Addendum to the Israel Securities Law, 5728-1968 (the “Securities Law”). Detailed disclosure of the collective investment schemes can be found within this website and in the relevant scheme prospectus.

Baillie Gifford Overseas Limited does not provide investment advice. If you are in any doubt about whether an investment is suitable, you should seek independent advice.

No action has been or will be taken in Israel that would permit a public offering or distribution of the Funds mentioned in this website to the public in Israel. This website and the Funds mentioned herein have not been approved by the Israeli Securities Authority (the “ISA”). In addition, the Funds mentioned in this website are not regulated under the provisions of Israel’s Joint Investment Trusts law, 5754-1994 (the “Joint Investment Trusts Law”). This website and the Funds mentioned herein will only be distributed to Israeli residents in reliance on an exemption from any advice or marketing restrictions [in a manner that will not constitute “an offer to the public” under sections 15 and 15a of]/[in reliance on an exemption from the prospectus requirements under] the Israel Securities Law, 5728-1968 (the “Securities Law”) or the Joint Investment Trusts Law, and any guidelines, pronouncements or rulings issued from time to time by the ISA as applicable.