We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Baillie Gifford Monthly Income Class H - Income (GBP)

Sell:108.00p Buy:108.00p Change: 0.30p (0.28%)
Prices as at 6 June 2025
Sell:108.00p
Buy:108.00p
Change: 0.30p (0.28%)
You can buy or sell holdings in this fund through a  Investment Pathway in drawdown
Invest now
Prices as at 6 June 2025
Sell:108.00p
Buy:108.00p
Change: 0.30p (0.28%)
Prices as at 6 June 2025
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

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.

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

06/06/20 to 06/06/21 06/06/21 to 06/06/22 06/06/22 to 06/06/23 06/06/23 to 06/06/24 06/06/24 to 06/06/25
Annual return n/a n/a n/a n/a n/a

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

Fund manager biography

manager photo
Manager Name: Lesley Dunn
Manager start date: 1 February 2021
Manager located in: Edinburgh

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.

manager photo
Manager Name: Jon Stewart
Manager start date: 31 January 2025
Manager located in: -

Jon is an investment manager within the Income Research Team specialising in listed property securities, as well as a member of the Portfolio Construction Group for the Monthly Income Strategy. He joined Baillie Gifford in 2020 from Standard Life Aberdeen where he was part of the Real Estate Equities Team managing a number of UK, European and global real estate equity mandates. Prior to that, Jon spent four years as a sell-side analyst specialising in real estate equities, having begun his career on the UK Equity Team at Ignis Asset Management. Jon is a CFA Charterholder and graduated with an MPhys (Hons) in Physics and Photonics from the University of St Andrews in 2006.

manager photo
Manager Name: Nicoleta Dumitru
Manager start date: 31 August 2018
Manager located in: Edinburgh

Nicoleta is an investment manager in the Multi Asset Team and part of the Sustainable Income Portfolio Construction Group. She joined Baillie Gifford in 2013 after graduating BSc (Hons) in Management and Marketing from the University of Manchester that same year.

manager photo
Manager Name: James Dow
Manager start date: 31 August 2018
Manager located in: Edinburgh

James is head of Global Income Growth and manager of the Scottish American Investment Company PLC (SAINTS). He joined Baillie Gifford in 2004 and became a partner of the firm in 2023. Prior to this he was an investment manager in our US Equities Team. Before joining the firm, he spent three years at the Scotsman, where he was economics editor. James is a CFA Charterholder. He graduated MA (Hons) in Economics and Philosophy from the University of St Andrews in 2000 and MSc in Development Studies from the London School of Economics in 2001.

manager photo
Manager Name: Steven Hay
Manager start date: 31 August 2018
Manager located in: Edinburgh

Steven joined Baillie Gifford in 2004 and is head of the Income Research Team. He has been involved in running the Fixed Income portion of the strategy since 2012. He previously worked at Scottish Widows and spent seven years doing research for the Bank of England's Monetary Policy Committee and managing the UK's foreign exchange reserves. Steven graduated BAcc (Hons) in Economics and Accountancy from the University of Glasgow in 1992 and MSc in Economics from the University of Warwick in 1993.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a  Investment Pathway in drawdown
Invest now