Baillie Gifford Diversified Gr B Inc

Fund

Fund Info

  • Yield History2.11%
  • 3 Year sharpe0.92
  • 3 Year alpha1.99
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • SectorSpecialist
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom
  • ISINGB00B3FD0V53

Investment Strategy

The objective is to achieve long term capital growth at lower risk than equity markets by investing in a diversified portfolio of assets. The Baillie Gifford Diversified Growth Fund may gain exposure to a broad range of traditional and alternative asset classes which may include but is not limited to equities, investment grade and high yield bonds, property, private equity, infrastructure, commodities and currencies. In order to gain exposure to these asset classes the Sub-fund may invest in transferable securities, money market instruments, collective investment schemes, derivatives and deposits. Up to 100% in value of the Sub-fund may be invested in in other collective investment vehicles and the Sub-fund may use derivatives for both investment purposes and in the management of risk.