Baillie Gifford Monthly Income
Class B - Income (GBP)





Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
Steven Hay, Nicoleta Dumitru, Lesley Dunn and Jon Stewart are the fund's managers. They each have different areas of investment specialism and, with the exception of Jon Stewart, are managers of other funds at Baillie Gifford.
The fund invests across three broad investment areas: shares, real assets (such as property) and bonds. It aims to increase the income paid to investors by more than the increase in the consumer prices index (a measure of inflation) over the long term. The fund focuses on providing a resilient income over time, meaning that while the income provided by this fund may not be the highest available, it can be expected to be more consistent.
We think the fund could be used to provide diversification to an investment portfolio focused on growth or be a useful addition to a portfolio focused on providing an income.
The fund changed its name from Baillie Gifford Sustainable Income to Baillie Gifford Monthly Income on 31 January 2025. The previous name reflects the fact the managers look at every investment through a sustainable investing lens.
However, the fund’s name has changed as it hasn’t obtained a label under the Financial Conduct Authority’s (FCA) new Sustainability Disclosure Requirements. The process used to select investments hasn’t changed though and the key question, ‘is this investment compatible with a sustainable economy?’, remains central to the philosophy.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
02/04/20 to 02/04/21 | 02/04/21 to 02/04/22 | 02/04/22 to 02/04/23 | 02/04/23 to 02/04/24 | 02/04/24 to 02/04/25 | |
---|---|---|---|---|---|
Annual return | 24.51% | 6.13% | -3.62% | 6.22% | 2.79% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Information about the fund
