Income Range

Desired
Outcome

Invests In

Vehicles
Available

Yield*

AUM

Distribution
Frequency

Desired Outcome
High and resilient long-term income with potential for capital appreciation from a diverse portfolio
Invests In
Primarily European sub-investment grade bonds
Vehicles Available
UK OEIC
Irish UCITs
Segregated
Yield*
4.5%
AUM
£878m
Distribution Frequency
Quarterly
Desired Outcome
High and resilient long-term income with potential for capital appreciation from global bond selection
Invests In
Global Corporate Bonds
Vehicles Available
UK OEIC
Yield*
3.6%
AUM
£1.3bn
Distribution Frequency
Monthly
Desired Outcome
High and resilient long-term income while preserving real capital
Invests In
Global Equities, real assets and fixed income
Vehicles Available
UK OEIC
Yield*
3.5%
AUM
£68m
Distribution Frequency
Monthly
Desired Outcome
High and resilient long-term income with real capital growth
Invests In
Global equities
Vehicles Available
UK OEIC
Irish UCITs
Investment Trust
Segregated
Yield*
2.4%
AUM
£1.6bn
Distribution Frequency
Quarterly
Desired Outcome
High and resilient long-term income with real capital growth, while investing responsibly
Invests In
Global equities consistent with the UN Global Compact
Vehicles Available
UK OEIC
Yield*
2.3%
AUM
£120m
Distribution Frequency
Quarterly

Please note that some of the vehicles listed in the table above may not be available in your jurisdiction. For further information, please contact [email protected]

 

Source: Baillie Gifford & Co. As at 30 June 2020.
*Distribution Yields:
Global Income Growth and Responsible Global Equity Income: Source: Style Analytics. Estimated 12-month forward yield, net of taxes.
Multi Asset Income: Forecast yield.
Strategic Bond and High Yield Bond: Distribution and underlying yield.