Monthly Income Fund Q1 investment update

Explore how international equities offer unique opportunities in transformative markets.

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

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.