Baillie Gifford Active Gilt Plus B Acc

Fund

Fund Info

  • Yield History1.27%
  • 3 Year sharpe0.43
  • 3 Year alpha-0.28
  • Distribution Typeaccumulation
  • BenchmarkFTSE Act UK Cnvt Gilts All Stocks TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.21%
  • SectorUnclassified Sector
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom
  • ISINGB0005770762

Investment Strategy

The objective is to produce a total return, before charges and expenses payable out of the Sub-fund, in excess of the total return on the FTSE Actuaries UK Conventional Gilts All Stocks Index, or any successor or substitute index, by 0.5% per annum over rolling 3-year periods. There is no guarantee that a positive return will be achieved over rolling 3-year periods or any time period and capital may be at risk. The Sub-fund will invest primarily in UK government bonds and may also invest in overseas government bonds and quasi-government bonds. Currency forwards and derivatives will be used, in keeping with the Sub-fund's objective, with the intention of either protecting or enhancing the return on the Sub-fund. No more than 10% in value of the property of the Sub-fund will be invested in units of other collective investment schemes