Independent Global Investment Managers
Baillie Gifford has been managing investments since 1908. As a wholly independent partnership, with no external shareholders demanding short-term gains, we can focus on what we do best, seeking out long-term investment returns for our clients. Our investment philosophy focuses on growth, while our universe is global. Over a century of investment experience has taught us that patience is vital, and we are not interested in following fads and fashions or pursuing short-term performance. It's a philosophy that has guided our investment strategy for over 100 years. We are the largest manager of investment trusts in the UK with a range of nine trusts.
The value of a stock market investment and any income from it can fall as well as rise and investors may not get back the amount invested. Baillie Gifford & Co Limited is authorised and regulated by the Financial Conduct Authority.
Scottish Mortgage is a low-cost equity fund which invests on a global basis. Stocks are carefully selected for their strong growth prospects. The Trust aims to outperform world stock market indices over a five year rolling period.
Scottish Mortgage carries on business as an Investment Trust. The investment objective is to maximise total return, whilst also generating real dividend growth, from a focused and actively managed global portfolio.
Aims to achieve capital and income growth by investing in listed equities in both UK and overseas as well as bonds, property and other asset types.
The objective of the Company is to invest globally to achieve capital growth. This takes priority over income and dividends. The Company seeks to meet it objective by investing principally in a portfolio of global quoted equities.
Aims to pursue long-term capital growth principally through investment in medium to smaller sized Japanese companies which are believed to have above average prospects for growth, although it invests in larger companies when considered appropriate.
The Trust aims for capital growth from a global portfolio of initially immature entrepreneurial companies, typically with a market capitalisation of less than GBP 5 bn at time of initial investment, which are believed to offer long-term growth potential.
To invest in the Asian-Pacific region (excluding Japan) and in the Indian Sub-continent in order to achieve capital growth. The Company is prepared to move freely between the markets of the region as opportunities for growth vary.
To produce long-term capital growth by investing predominantly in equities of companies which are incorporated or domiciled, or which conduct a significant portion of their business, in the United States and which the Company believes have the potential to grow substantially faster than the average company over the long term.
To achieve capital growth predominantly from investment in UK equities, with the aim of providing a total return in excess of that on the FTSE All Share Index.
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The value of a stock market investment and any income from it can fall as well as rise and investors may not get back the amount invested. Your capital is at risk.
*Source: Baillie Gifford & Co
Risk Warnings and Important Information
The trust directors and staff of Baillie Gifford & Co may hold shares in the trusts and may buy or sell shares. The trusts can make use of derivatives, which may impact on their performance. The investment trusts managed by Baillie Gifford & co are listed UK companies. They are not authorised or regulated by the Financial Conduct Authority. The trusts can borrow money to make further investments (sometimes known as ‘gearing’ or ‘leverage’). When this money is repaid by the trust, the value of the investments may not be enough to cover the borrowing and interest costs, and the trust will make a loss. If the trust’s investments fall in value, any borrowings will increase this loss. If a trust invests in unlisted investments, it could increase the risk. These assets may be more difficult to buy or sell, so changes in their prices may be greater.