Baillie Gifford Managed B Inc

Fund

Fund Info

  • Yield History1.44%
  • 3 Year sharpe1.26
  • 3 Year alpha3.66
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.43%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom
  • ISINGB0006007909

Investment Strategy

The objective is to produce capital growth over the long term. The Sub-fund will invest primarily in a combination of equities, fixed interest securities, collective investment schemes, cash, near cash and deposits. The Sub-fund may invest in derivatives and currency forwards for investment purposes as well as for efficient portfolio management. The Sub-fund is actively managed and the investment manager has the discretion to invest in any combination of these asset classes and also to diversify the portfolio by investing in any country and in any economic sector. The equities in which the Sub-fund invests may be from companies of any size and from anywhere in the world and the fixed interest securities in which the Sub-fund invests may be issued by sovereign, supranational, public sector or corporate issuers in any country.