Baillie Gifford Multi Asset Gr B1 Acc

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Fund Info

  • Yield History0.80%
  • 3 Year sharpe0.55
  • 3 Year alpha-0.52
  • Distribution Typeaccumulation
  • BenchmarkUK Base Rate +3.5% pa
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.73%
  • IA SectorTargeted Absolute Return
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom
  • ISINGB00BY9C5Y31

Investment Strategy

The Sub-fund aims to achieve (after deduction of costs) (1) an annualised return over rolling five-year periods that is 3.5% more than UK Base Rate (2) a positive return over rolling three-year periods (3) annualised volatility of returns over rolling five-year periods that is below 10% There is no guarantee that a positive return will be achieved over rolling three year periods, or any time period, and capital may be at risk. 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.

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