Baillie Gifford Strategic Bond B Acc
- Citicode
- BE87
- Launch Date
- 21-06-2000
- Fund Size
- £349,025,000
- Yield
- 5.50%
- Ongoing Charge
- 0.53%
- Fund Managers
- Lesley Dunn
Robert Baltzer
Theo Golden
Fund Objective
The fund aims to produce monthly income. Opportunities for capital growth are also sought, subject to prevailing market conditions.
Top 10 Holdings
Asset Class
Fund Manager
Lesley Dunn
Start Date
10-01-2018
Bio
Lesley is Head of Credit and co-manager of the Strategic Bond Strategy. She is a member of the Multi Asset and Income Leadership Group and the Sustainable Income Portfolio Construction Group. Lesley joined Baillie Gifford in 2016 and became a partner of the firm 2023. Prior to this, she spent 15 years at Scottish Widows Investment Partnership. Lesley graduated BSc (Hons) in Maths, Statistics & Economics from Strathclyde University in 2000 and is a CFA Charterholder.
Fund Manager
Robert Baltzer
Start Date
01-03-2024
Bio
Robert is Head of Credit Research and co-manager of the Strategic Bond Strategy. He joined Baillie Gifford in 2001 on the graduate scheme, becoming an investment grade bond manager in 2004 before going on to manage high yield portfolios in 2010. He is responsible for running the corporate credit portion of the Managed strategy. Robert has managed strategic bond strategies since 2012. He graduated MMath from Durham University in 2001 and is a CFA Charterholder.
Fund Manager
Theo Golden
Start Date
31-12-2024
Bio
Theo is an investment manager in the Credit Team, co-managing our Strategic Bond Strategy, and chair of the Corporate Credit Macro Group. Prior to joining Baillie Gifford in 2021, Theo was a financial journalist from 2019, with roles at news outlets including Bloomberg, Business Insider, and Mergermarket. Theo graduated BA in Music from Durham University in 2020 and is a CFA Charterholder.
Data source:
All financial data is supplied by FE
Disclaimer:
Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.