Leeds Programme

Registration and Networking
Starter and 1st Speaker Presentation

First State Diversified Growth Fund

Fixed allocations to equity and bonds leave investors at the mercy of global markets dynamics where the role of luck tends to be underestimated; especially in the short term. In a continually changing political and economic environment where the amount of global debt is at an all-time high, what happens if interest rates and borrowing costs increase? If equities catch a cold, are sovereign bonds going to provide the cough medicine?

Amalia Nunez, Investment Director, First State Investments

Main Course and General Discussion
Dessert, Coffee and 2nd Speaker Presentation

Baillie Gifford Managed Fund

Why Optimism Matters Against a backdrop of complexity, the Baillie Gifford Managed Fund is a simple, successful and good value proposition. Asset allocation reflects the Fund’s aim to deliver capital growth over rolling five-year periods - the majority is typically invested in Baillie Gifford’s best regional equity investment ideas, with our global bond portfolio adding balance and cash used tactically as required. The success of the Fund is attributable to the consistency with which we have applied our active, optimistic and long-term approach since 1987.

Lucy Haddow, Client Services Manager Baillie Gifford

Editor's wrap up and close

Oulton Hall, Leeds

7th October 2020

Rothwell Ln, Oulton, Leeds LS26 8HN