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BAILLIE GIFFORD MANAGED A - Portfolio

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Find rated mixed investment 40-85% shares funds


Asset allocation

baillie gifford managed a asset allocation illustration
Allocation Proportion
Equity 81%
High yield bonds 0%
Quality bonds 17%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%

Equity Geographic

baillie gifford managed a equity geographic illustration
Allocation Proportion
UK 42%
Europe 21%
Nth America 16%
Japan 5%
Pacific 11%
Other Equity 5%

Equity Capitalisation

baillie gifford managed a equity capitalisation illustration
Allocation Proportion
Large Caps 78%
Mid Caps 19%
Small Caps 3%

Top 10 holdings

As at: 29/02/2012
6.3% Baillie Giff Investment Grade Bond A Inc
5.4% Baillie Giff Emerging Markets Bond A Inc
5.1% Baillie Giff Emerging Markets Leading Companies A Acc
3.7% Baillie Giff Emerging Markets Growth A Acc
2.9% Baillie Gifford Worldwide Funds Plc Active Cash Plus Rates/curr C Gbp Acc
2.4% Baillie Giff Global Bond A Inc
1.8% Imperial Tobacco Group
1.8% British American Tobacco
1.7% Bg Group
1.3% Aberforth Smaller Companies Trust Plc Ord
Source: Trustnet

Equity by sector

No data available.

As at: 29/02/2012
43.7% UK
11.7% Europe ex UK
11.6% North America
10.7% International
8.7% Global Emerging Markets
8.6% Asia Pacific
5% Money Market
Source: Trustnet

Portfolio details


No information available.

Constraints


No information available.

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. Past performance or any yields quoted should not be considered reliable indicators 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; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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