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Baillie Gifford Diversified Growth

Ranked 25 out of 93 in - Flexible GBP over 12 months
All calculations are in GBP

Managed by

Mike Brooks

Mike Brooks graduated from Heriot-Watt University with a BSc in actuarial mathematics and statistics. He started his career with Scottish Provident where he qualified as an actuary and then joined Aegon Asset Management where he was the head of quantitative research. Mike joined Baillie Gifford in 2000 where he started as the head of investment risk, and moved to the investment team in 2007 where he works on the development of the diversified growth product.

Patrick Edwardson

Born in 1971, Patrick Edwardson gained a BSc in Banking and International Finance from City University, London. He joined Baillie Gifford in 1993 and He heads ups the diversified growth investment team and also manages Scottish American Investment Company plc.

Objective

The objective if to achieve long-term capital growth at lower risk than equity markets by investing in a diversified portfolio of assets. The Fund may gain exposure to a broad range of traditional and alternative asset classes including equities, investment grade and high yield bonds, property, private equity, infrastructure, commodities and currencies. Up to 100% of the Fund may be invested in other collective investment vehicles and it may use derivatives for both investment purposes and in the management of risk.

Performance

Flexible GBP over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.9% 1.8% 1.7%
2013 6.5% 5.9% -2.8% 1.2% 2.3%
2012 10.6% 5.7% 0.2% 2.3% 2.1%
2011 1.6% 2.9% 1.9% -3.6% 0.5%
2010 15.0% 7.2% -1.6% 4.4% 4.4%
2009 31.6% -4.5% 15.2% 14.7% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/12/2008
  • Base currencyGBP
  • ISIN GB00B3FD1011

Purchase Info

  • Min. initial investment25Mn
  • Min. additional investment0

Charges

  • Annual management0.0%
  • Initial investment0

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