Capital at risk
Integrated
Our investment strategies consider a range of factors that may impact the ability of holdings to generate returns. They include environmental, social and governance (ESG) matters.
What is integrated investing?
As long-term active investors, our research incorporates many different sources of information and takes a broad perspective on generating returns. That means all our strategies consider issues that could enhance or detract from the long-term growth of the assets we back. ESG-related considerations might cover the extent of a company’s investment in carbon emission-reducing technologies, how it deals with user privacy and the performance-related incentives it gives its managers.
How does Baillie Gifford integrate ESG?
When thinking about environmental, social and governance matters, we consider ESG factors as an input to investment analysis, and we think about how these factors might impact long-term value creation.
Ultimately, investment materiality – the relevance of the factors to financial performance – is what matters. For us, ESG integration is synonymous with long-term investment.
Integrated strategies
Asia ex Japan
A patient strategy in fast-paced markets. Embrace diverse growth opportunities in the hope of capitalising on inefficiencies.China
A diversified portfolio of 40-80 of the best growth companies in China, regardless of listing location, size or weight in an index.China A Shares
A concentrated portfolio of 25-40 high-growth companies that are listed in China’s domestic market.Diversified Growth
Investment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.Diversified Return
We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.Emerging Markets All Cap
Our longest-standing Global Emerging Markets portfolio, targeting the world’s best Emerging Market companies with a diversified approach.Emerging Markets ex China
Seeking to provide exposure to the best Emerging Market opportunities outside of China, an increasingly common consideration for investors.Emerging Markets Leading Companies
A more concentrated Global Emerging Markets portfolio of 35-60 stocks. Seeking strong opportunities to own for the long term.Europe ex UK
Elevate your portfolio with Europe's outliers - exceptional companies with exciting potential.Global Alpha
Ambitious growth investing in exceptional companies, prioritising long-term sustainability and competitive advantages for lasting success.Global Discovery
We look for early-stage transformative companies poised for long-term growth, scaling up to shape the next decade's success.High Yield Bond
Trying to discover companies with exceptional strengths for a high-performing, long-term investment portfolio.Investment Grade Bond
We aim to balance risk and reward, seeking fundamentally-strong companies for attractive returns and long-term market outperformance.Japan All Cap
Discover Japan's untapped potential. Focusing on fundamentals, we try to find mispriced, under-appreciated growth opportunities.Japan Growth
Unearthing Japan's hidden opportunities, our strategy targets emerging disruptors, strong franchises, and corporate reform for growth.Japan Income Growth
We try and find Japan's undervalued assets through a fundamentals-driven approach for investors seeking potential growth opportunities.Japan Smaller Companies
With in-depth insight into Japan's history, we aim to uncover undervalued opportunities for investors.Long Term Global Growth
Concentrated portfolios of potentially game-changing companies, reshaping returns and embracing future structural shifts for success.Managed
We have 30+ years of experience in uniting exceptional global equity and bond opportunities, balanced with cash for a top-tier idea portfolio.Multi Asset Growth
We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.Pan Europe
We seek out Europe's standout companies with the potential to deliver exceptional investment returns.Strategic Bond
A corporate bond strategy focused on the long-term success of companies, hoping to deliver lasting value and growth for client portfolios.UK Alpha
A selection of carefully chosen businesses with a five-year-plus investment horizon.UK Core
A focused strategy investing in British businesses for 5+ years, aiming for exceptional earnings growth and value.US Alpha
We focus on growing businesses across diverse opportunities that we hope will drive exceptional returns over time.US Equity Growth
Investing in innovative, high-growth US companies that we believe may be at the forefront of global change.Worldwide Discovery
Finding early opportunities in small-to-mid-cap firms with the aim of discovering lasting growth and success.
All our investment capabilities
Core growth
Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.Equity and multi-asset income
Seeking both dependable income and long-term capital growth.Fixed income
Targeting company and government bonds with a focus on long-term outcomes.Flexible growth
Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.High growth
Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.
Important information
The information on this website is intended for institutional investors and accredited investors (as defined in the Securities and Futures Act, Chapter 289 of Singapore, as amended) and consultants in Singapore only. It is not intended for use by any other persons including members of the general public or investors from other jurisdictions.
The information contained in this website has been compiled with considerable care to ensure its accuracy at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Nothing in this information or elsewhere in this website shall exclude, limit or restrict our duties and liabilities to you the United Kingdom's Financial Services and Markets Act 2000 or any conduct of business rules which we are bound to comply with. These Terms and any non-contractual obligations arising from or connected with them shall be governed by, and these Terms shall be construed in accordance with, the laws of Singapore.
Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients. Both are authorised and regulated by the Financial Conduct Authority.
Baillie Gifford Asia (Singapore) Private Limited is wholly owned by Baillie Gifford Overseas Limited and holds a Capital Markets Services Licence from the Monetary Authority of Singapore to conduct fund management activities for institutional investors and accredited investors in Singapore. Baillie Gifford Asia (Singapore) Private Limited can be contacted at Singapore Land Tower, Level 46, Unit 4616-17, 50 Raffles Place, Singapore 048624.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation or offer to buy, sell or hold a particular investment. You can read details of our Legal and Important Information here.