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Baillie Gifford Investment Grade Bond

Ranked 31 out of 107 in - Sterling Corporate Bond over 36 months
All calculations are in GBP unless stated

Managed by

Gregory Turnbull Schwartz

Gregory Turnbull Schwartz is an investment manager in the Investment Grade Team at Baillie Gifford. Previously Schwartz spent 10 years as an investment manager at Kames Capital, and before that he was at Citigroup in New York and Schroders in London, primarily in corporate and project finance banking. His research responsibilities there were initially in non-financial credit and more recently in financials where he managed the financials team as well as a variety of segregated and pooled institutional funds. Schwartz graduated from the State University of New York (Binghamton) in 1994 with a BA in political Science (concentration in economics) and earned an MSc in economics from the University of Edinburgh later in his career. He is a CFA Charterholder.

Objective

To produce attractive returns over the long term, while achieving a higher level of income than would be available from investment only in comparable UK Gilts, by investing primarily in a diversified portfolio of investment grade fixed interest securtities denominated in sterling. Currency forwards and derivatives may be used with the intention of either protecting or enhancing the return on the Fund. More than 35% of scheme property may be invested in securities issued or guaranteed by Governments and public securities. The Fund seeks to maximise total return relative to an index comprised of sterling investment grade bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/03/2016 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.1%
2018 -1.3% -1.8% 0.0% -0.4% 0.9%
2017 5.2% 2.9% 0.6% -0.6% 2.3%
2016 10.0% 1.8% 5.1% 6.9% -3.8%
2015 0.3% 3.1% -4.3% 1.1% 0.7%
2014 12.1% 2.7% 1.6% 2.7% 4.6%
2013 2.2% 2.4% -3.5% 1.8% 1.5%
2012 16.8% 4.7% 3.1% 5.2% 2.9%
2011 8.2% 2.3% 2.3% 3.5% -0.2%
2010 8.6% 5.5% -0.1% 8.5% -5.0%
2009 15.4% -15.8% 17.5% 16.6% 0.0%
2008 -17.8% -6.7% 2.2% -7.4% -6.8%
2007 2.7% 0.3% -1.8% 1.3% 3.0%
2006 1.2% 0.3% -1.7% 3.2% -0.5%
2005 8.7% 0.7% 3.9% 1.5% 2.3%
2004 8.7% 1.5% -0.9% 3.9% 4.1%
2003 6.8% 1.0% 4.0% 0.4% 1.3%
2002 2.5% 4.7% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2001
  • Share Class size220Mn
  • Base currencyGBX
  • ISIN GB0030816481

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).