Baillie Gifford Diversified Gr B Inc

Fund

Fund Info

  • Yield History2.09%
  • 3 Year sharpe0.91
  • 3 Year alpha0.88
  • Distribution Typeincome
  • BenchmarkUK Base Rate +3.5% pa
  • 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 Sub-fund aims to achieve (after deduction of costs): —— an annualised return over five years that is at least 3.5% more than UK Base Rate —— a positive return over three-year periods —— annualised volatility of returns below 10% The Sub-fund will gain exposure to a wide range of asset classes. The Sub-fund is actively managed and the investment manager has the discretion to invest in any country or economic sector.