Baillie Gifford Strategic Bond Fund B Accumulation

Name
Baillie Gifford Strategic Bond Fund B Accumulation
Manager
Baillie Gifford & Co Limited.
Type
Open Ended Investment Company
ISIN
GB0005947857
Sector
£ Strategic Bond
Launched
21/06/2000
OCF
0.52 %
Risk Rating
4
3 Year Sharpe
1.41
3 Year Alpha
3.64
Yield
3.1 %
Benchmark
ICE BofAML Sterling Non-Gilt TR GBP
Baillie Gifford Strategic Bond Fund aims to produce monthly income. Opportunities for capital growth are also sought, subject to prevailing market conditions.The Fund will invest at least 80% in a diversified portfolio of (1) investment grade and (2) sub-investment grade bonds, issued by corporate issuers, public bodies and supranationals, and (3) developed market government bonds.
Holding %
Long Gilt Future 10yr Sep 19 - Cash 13.17 %
Long Gilt Future Sept19 13.17 %
Euro BOBL Future Sept19 3.64 %
Euro-Bobl Future Sep 19 - Cash 3.64 %
US 10 Year Ultra Future Sept19 3.57 %
Us Ultra 10yr Note Future Sep 19 - Cash 3.57 %
Euro BUND Future Sept19 2.60 %
Euro-Bund Future Sep 19 - Cash 2.60 %
Netflix, Inc. 4.62% 2.25 %
Us Long Bond (Cbt) Sep 19 2.24 %
Name
Baillie Gifford & Co Limited.
Address
EH1 3AN, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Lesley Dunn
Joined 01/10/2018

Lesley Dunn - graduated from Strathclyde University with a BSc (Hons) in Maths, Statistics & Economics in 2000. She worked for Scottish Widows Investment Partnership for 15 years, initially in the investment grade team before moving to manage the company’s high yield portfolios. Lesley is an Investment Manager in the High Yield Team & is a CFA Charterholder.

Torcail Stewart
Joined 06/01/2010

Torcail graduated BA in Geography from the University of Cambridge in 2002 and M.Phil in Management, Economics and International Relations from the University of St Andrews in 2005. From 2006 to 2008 he worked as an Investment Analyst for the Alliance Trust’s UK Large Cap equity fund. Torcail is a member of the UK Society of Investment Professionals (UKSIP). He joined Baillie Gifford in 2008 and is an Investment Manager in the Credit Team.

Data provided by Morningstar.

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