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 Q4 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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You can invest in this strategy through the following fund(s).
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Strategy portfolio holdings
A list of the top 10 holdings that the representative portfolio invests in.
All figures up to: 28 February 2025
| # | Holding | % of portfolio |
|---|---|---|
| 1 | Baillie Gifford Global Income Growth Fund | 7.5% |
| 2 | Baillie Gifford American Fund | 5.0% |
| 3 | Baillie Gifford Emerging Markets Leading Companies Fund | 3.8% |
| 4 | Galene Fund | 2.6% |
| 5 | HSBC Global Asset Backed High Yield Bond Fund | 2.5% |
| 6 | Baillie Gifford US High Yield Credit | 2.5% |
| 7 | Australia 4.25% (Green Bond) 21/06/2034 | 2.5% |
| 8 | Terna | 2.2% |
| 9 | UK T Bill 28/04/2025 | 2.1% |
| 10 | Baillie Gifford Worldwide China A Shares Growth Fund | 2.1% |
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).
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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Multi Asset Q4 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments over the last quarter.
Nexans: Stock Story
Lucy Haddow examines the sub-sea cable manufacturer crucial for the offshore wind and energy transition.
Climate scenarios: so what?
Six themes we think will influence companies’ futures as the world adapts to climate change.
Climate scenarios: preparing for uncertainty
How scenario analysis and climate adaptation can unlock exciting investment opportunities in resilient companies.
Climate and energy scenarios
Explore four climate transition scenarios, their economic impacts and investment strategies for a low-carbon future.
Multi Asset Q4 update
The Multi Asset Team reflects on recent performance, portfolio changes and market developments.
The Plutus CLO Fund: seizing market opportunities
How leveraging opportunities in the European CLO market enhanced our structured finance solutions.
Too long to drive, too short to fly
Meet the rail company reshaping high-speed intercity travel across the US.
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.
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.