Baillie Gifford

Baillie Gifford manager attributes consistent returns to long-term growth opps

JAPAN

Baillie Gifford High Yield Bond fund manager Ben Thompson plans to leave the group next month to work outside the financial services industry.

Manager urges investors not to focus on short-term performance as trust returns 81% over year to 31 March in contrast to last year's declines

FUND MANAGER FOCUS

Corporate bonds offer stockpicking managers attractive opportunities

Baillie Gifford's Mike Gush has increased exposure to India in the £119m Pacific Horizon investment trust after becoming bullish on the country's economic growth prospects.

Baillie Gifford Global Income fund manager Dominic Neary believes emerging markets will grow in importance for income investors as the UK domestic market faces significant headwinds.

Baillie Gifford has increased its global equity capabilities with the launch of the Global Alpha Growth fund.

The re-emergence of China remains one of the most important and exciting investment themes of our time.