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BAILLIE GIFFORD GLOBAL INCOME A - Fund overview

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Overview of BAILLIE GIFFORD GLOBAL INCOME A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. BAILLIE GIFFORD GLOBAL INCOME A does not fall into either of these categories at present.

Standard Initial Charge

5.00% 1.00%

Invest via Bestinvest to save 4.00%
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Fund summary

Sector  Global Equity Income
Product type  OEIC
Launched  October, 1984
Size  £21m
Yield 5.2%
Charging basis  –
Dividends paid  31/3, 30/6, 30/9, 31/12.
Bid price(inc) 396.10p
Bid price(acc) 664.80p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.64%
Reduction in yield (10yr) 1.74%

Bestinvest says


No information available.

Portfolio

baillie gifford global income a asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 2%
baillie gifford global income a equity geographic illustration
Allocation Proportion
UK 25%
Europe 20%
Nth America 30%
Japan 10%
Pacific 15%
Other Equity 0%
baillie gifford global income a equity capitalisation illustration
Allocation Proportion
Large Caps 73%
Mid Caps 18%
Small Caps 9%

Investment process


The fund's aim is to obtain a yield higher than that generally available from investment in global equities whilst, over the longer term, achieving growth in both capital and income. The Fund will invest principally in equities worldwide, but may also invest in convertibles and fixed and floating rate debt instruments from time to time.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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