Sustainable Income Fund Q2 investment update

Explore how Ben Hart's sustainability research at Baillie Gifford integrates ESG into investment strategies.

Investment manager Michael Taylor joins Global Alpha as a decision-maker. We explore his background, strengths, and vision for the portfolio’s future opportunities.

Reflections on performance, portfolio companies and opportunities for returns in the year ahead.

The Monthly Income Fund prioritises long-term sustainable income over high short-term yields. The fund combines active allocation across a broad range of assets with global security selection to achieve its aims: to produce monthly income, while seeking to maintain the value of that income and of capital in line with inflation (UK CPI) over five-year periods.

We prioritise long-term income over short-term yield, with the aim of delivering investors a sustainable and enduring stream of returns.