A simple mix of 株, 社債s and cash 二塁打d 投資家s' money in five years: Baillie Gifford Managed 基金 経営者/支配人 on the INVESTING SHOW

Is a simple 大臣の地位 made up 大部分は of 株 and balanced out by some 社債s and cash, the answer to long-称する,呼ぶ/期間/用語 returns?

While some multi-資産 基金s can seem to take a delight in their 複雑さ, that straightforward mix is enough for Iain McCombie of Baillie Gifford’s Managed 基金.

The 基金, which 投資するs in a mix of growth company 株 and 政府 and 法人組織の/企業の 社債s around the world, along with some cash, has more than 二塁打d 投資家s' money over the past five years.

Over its 33-year li fe, the Managed 基金 has 普通の/平均(する)d 75 per cent in 株, with the 残り/休憩(する) in 社債s and cash.

Its 業績/成果 人物/姿/数字s show returns of 35.9 per cent over one year, 60.9 per cent over three years and 117.5 per cent over five years, compared to 10.7 per cent, 18.2 per cent and 44.9 per cent, それぞれ for its IA Mixed 投資 40-85 per cent 部門 普通の/平均(する).

That’s been done by taking a long-称する,呼ぶ/期間/用語 見解(をとる) of good 公正,普通株主権 and 社債 投資s and sensible 資産 配分, says Iain, who joins our 最新の 投資するing Show.

He says the Managed 基金’s approach is simple, 平易な to understand and can be all you need to 生成する good returns, but he 追加するs that just because something is simple, doesn’t mean it is 平易な.

The 経営者/支配人 explains how the 基金 投資するs, with four equal 公正,普通株主権 大臣の地位s in the UK, US, Asia and Europe, run by individual 地域の 投資 teams, who look for the best growth 適切な時期s with a five-year 見解(をとる).

The 最高の,を越す ten 含むs familiar 全世界の 指名するs, such as Tesla and アマゾン, but these (不足などを)補う a far smaller slice of the 概して spread 大臣の地位 than they do in Baillie Gifford’s big 指名する growth 投資 信用s and 基金s, such as Scottish Mortgage.

Iain runs the UK 公正,普通株主権s 味方する of the 基金 and discusses the companies he 投資するs in that fit that best of the best 法案. These 範囲 from long-称する,呼ぶ/期間/用語 利益(をあげる) machine Ashtead, to what he 名付ける/吹き替えるs ‘Boring Bunzl’, and kitchen stalwart Howdens.

He also discusses whether 投資家s should try to buy more of 質 companies when 株 prices 落ちる and how worries over rising インフレーション could 影響する/感情 投資s.

Baillie Gifford Managed 基金?

?経営者/支配人: Iain McCombie & Steven Hay

Size: £7.757bn

現在進行中の 告発(する),告訴(する)/料金s: 0.42%??

産する/生じる: 0.62%

開始する,打ち上げる: 1 April 1987?

部門: IA Mixed 投資 40-85% 株

業績/成果 vs 部門 ave:

One-year: 35.9% vs 10.7%

Three-year:? 60.9% vs 18.2%

Five-year: 117.5% vs 44.9%%?

業績/成果 人物/姿/数字s to 3/3/2021 FE Trustnet

Baillie Gifford Managed Fund's top ten holdings

Baillie Gifford Managed 基金's 最高の,を越す ten holdings

THE INVESTING SHOW

The comments below have not been 穏健なd.

The 見解(をとる)s 表明するd in the contents above are those of our 使用者s and do not やむを得ず 反映する the 見解(をとる)s of MailOnline.

We are no longer 受託するing comments on this article.