Oxford Programme

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Registration and Networking
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Starter, Main Course and Guest Speaker's 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

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Dessert, Coffee and Sponsor Presentation

First State Diversified Growth

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?

Andrew Harman, Senior Portfolio Manager First State Investments

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Editor's wrap up and close