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Baillie Gifford Corporate Bond

Ranked 9 out of 58 in - Sterling Strategic Bond over 12 months
All calculations are in GBP

Managed by

Stephen Rodger

Stephen Rodger is a lover of numbers and took a Masters in Accounting and Finance from the London School of Economics after his BSc in Management Science from St Andrews University. He is responsible for the Baillie Gifford Corporate Bond fund alongside co-manager Kenneth Barker. He follows Baillie Gifford's investment philosophy, which marries bottom-up analysis to select individual investments, with top down quantitative analysis to highlight the areas of the market most attractive in terms of credit rating or duration. Born in Scotland in 1967, Rodger had stints with Phillips and Drew and more recently Prudential before he joined Baillie Gifford in 2000 to front the firm's fixed income team.

Torcail Stewart

Torcail Stewart is an investment manager at Baillie Gifford. He employs an event-driven investment strategy and implements fundamental, bottom-up stock research of his portfolio. Prior to joining Baillie Gifford, Stewart was an investment analyst at Alliance Trust. He graduated with a BA in Geography from the University of Cambridge in 2002 and with an M.Phil in Management, Economics and International Relations from University of St Andrews in 2005. Based in Ediburgh, Stewart is a member of the UK Society of Investment Professionals (UKSIP) and outside of work he enjoys soccer, music and the cinema and theatre.

Objective

Aims to achieve a high level of monthly income by investing primarily in a diversified portfolio of investment grade and sub-investment grade fixed interest securities denominated in sterling or denominated in currencies other than sterling and hedged back to sterling. Derivatives may be used from time to time in keeping with the Fund’s objective with the intention of either protecting or enhancing the return on the Fund. No more than 10% in value of the property of the Fund will be invested in units of other collective investment schemes.

Performance

Sterling Strategic Bond over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 7.8% 3.7% 2.3% 1.7%
2013 3.8% 2.3% -2.7% 2.6% 1.6%
2012 19.7% 5.5% 1.8% 5.2% 5.9%
2011 8.0% 6.6% 2.2% -3.8% 3.1%
2010 15.6% 8.0% -0.6% 7.3% 0.3%
2009 28.1% -10.8% 18.0% 16.2% 4.7%
2008 -20.8% -6.1% -1.2% -4.7% -10.4%
2007 1.5% 1.0% -1.3% -0.6% 2.4%
2006 3.5% 0.1% -0.3% 3.0% 0.6%
2005 9.3% 0.9% 4.0% 1.9% 2.2%
2004 10.8% 2.5% -0.2% 4.1% 4.1%
2003 12.0% 1.9% 5.3% 1.5% 2.9%
2002 9.3% 1.4% 3.4% 0.9% 3.4%
2001 3.0% 2.9% -1.1% -0.7% 2.0%
2000 4.8% 3.9% 0.9% 0.8% -0.8%
1999 -1.3% 0.4% -1.8% -1.4% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date04/10/1999
  • Share Class size406Mn
  • Base currencyGBP
  • ISIN GB0005946669

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.0%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).