Baillie Gifford Managed Fund B Acc
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General Objective
The Fund aims to achieve capital growth over rolling five-year periods through active management and a combination of investments in shares, bonds, and cash.
Fund Exposure
The Fund will invest in a minimum of 60% in shares and 10% in bonds and cash, with exposure to companies of any size, government, supranational, public sector, or corporate bonds. The Fund may also utilize currency forwards and derivatives for investment purposes and risk management. Investments will be selected based on norms-based evaluation and in compliance with the Investment Adviser's ESG Principles and Guidelines.
Risks
Investors should be aware that this Fund may not be appropriate for those planning to withdraw their money within five years due to the Fund's objective of achieving capital growth over rolling five-year periods. Additionally, the Fund's exposure to various asset classes and the use of financial contracts for investment purposes may introduce market and liquidity risks.