Capital at risk
Charities
We have helped charities, foundations and endowments achieve their investment objectives for over 50 years. In fact, our very first such client is still with us. Whatever your organisation’s focus – healthcare, education, faith or the arts – we can support you with suitable investment expertise. Our strategies range from equities to multi-asset and from targeting a growing income to maximising overall returns. We aim to provide you with exceptional service and value for money.
Achieving your objectives
What does your charity need from its investment portfolio? Is it certainty that you can continue to cover the cost of your organisation’s ongoing operations? Is it income to fund grant payments? Is it for your portfolio to keep pace with inflation? Or are you struggling to find your way through the myriad of investment options out there and unsure what your organisation should focus on? We can help.
At Baillie Gifford our sole focus is on delivering the best outcomes for our clients. Understanding your individual investment requirements and how these impact your organisation is important. Our range of investment strategies can be invested in individually or combined to create a portfolio that meets your overall investment objective.
What we offer
Featured strategies
Browse some of the strategies preferred by our charity clients.
Sustainable Growth
Seeking out companies that could benefit society and shareholders, and deliver lasting growth and positive impact for all.
Sustainable Income
We prioritise long-term income over short-term yield, with the aim of delivering investors a sustainable and enduring stream of returns.
Positive Change
Capital is a powerful mechanism for positive change. We seek to invest in companies whose products and services make a difference to society and the environment – all while generating attractive returns.
Long Term Global Growth
Concentrated portfolios of potentially game-changing companies, reshaping returns and embracing future structural shifts for success.
Responsible Global Equity Income
We believe in the potential power of dividend compounding for enduring income and long-term capital growth success.
Global Alpha Paris Aligned
Climate-conscious investing in exceptional growth companies worldwide, using investment floor insights to find diverse opportunities.
How to invest
Please contact Anthony Dickson or Clare Erskine-Murray who would be delighted to speak to you about how we can help meet your investment requirements.
Philanthropy
Helping charities and community groups is important to us. We are proud to partner with organisations making a difference in many of your communities.