Interactive Investor

Funds Fan: Baillie Gifford on resilient income investing

7th May 2021 16:34

Kyle Caldwell from interactive investor

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The team discuss the Scottish Mortgage (LSE:SMT) and cryptocurrency, meeting company management and fund manager trading decisions, and the funds and trusts in favour among investors.

They are joined by Toby Ross, fund manager of the Baillie Gifford Responsible Global Equity Income fund, which is one of interactive investor’s ACE 40 recommendations. In the interview, Toby explains why investors should focus on long-term dividend growth rather than targeting companies with high dividend yields.

Highlights

01:09 Scottish Mortgage, cryptocurrency and professional investor interest in the asset class

04:22 “Whatever your view of bitcoin and cryptocurrencies, a lot of people want to own and trade it and that's not going to go away anytime soon.”

06:35 Most popular funds and trusts among investors in April 

07:31 Baillie Gifford's Toby Ross joins the podcast

09:00 “We think the question that income investors should be asking themselves isn't what's the yield today, but what's the dividend going to be in 10 years' time?”

10:40 “Go for growth compounders that can pay dividends as they grow. That's what's going to work best for income investors over the long run.”

19:45 Fund spotlight: introducing a new addition to our Super 60 list of rated investments: the WisdomTree Enhanced Commodity ETF (LSE:WCOB) 

These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.

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