South AfricaSouth AfricaProfessional investor
Baillie Gifford

Capital at risk

Investment capability

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

  1. Young Indian woman waiting for a train at subway station in India.

    Asia ex Japan

    A patient strategy in fast-paced markets. Embrace diverse growth opportunities in the hope of capitalising on inefficiencies.
  2. Aerial Photo Shots of Spring Blossom Bridge in Shenzhen, China.

    China

    A diversified portfolio of 40-80 of the best growth companies in China, regardless of listing location, size or weight in an index.
  3. Scientist wearing protective equipment in a laboratory moving a tray of equipment.

    China A Shares

    A concentrated portfolio of 25-40 high-growth companies that are listed in China’s domestic market.
  4. Aerial view of a boat sailing along the Yamuna river at sunset surrounded by seagulls along the coast in New Delhi, India.

    Emerging Markets All Cap

    Our longest-standing Global Emerging Markets portfolio, targeting the world’s best Emerging Market companies with a diversified approach.
  5. Aerial view of people fishing in traditional outrigger boat in lake with cloud reflections from above in Polonnaruwa, Sri Lanka.

    Emerging Markets ex China

    Seeking to provide exposure to the best Emerging Market opportunities outside of China, an increasingly common consideration for investors.
  6. An aerial view of Vietnamese women fishing with traditional nets in shallow water with their wooden boats nearby.

    Emerging Markets Leading Companies

    A more concentrated Global Emerging Markets portfolio of 35-60 stocks. Seeking strong opportunities to own for the long term.
  7. Woman paddleboarding on Sylvenstein lake, Germany.

    Global Alpha

    Ambitious growth investing in exceptional companies, prioritising long-term sustainability and competitive advantages for lasting success.
  8. Three intrepid cyclists exploring scenic mountain trails on their high-performance bike.

    Global Income Growth

    Balancing current income needs and long-term capital growth, aiming for comprehensive, enduring returns.
  9. Landscape of a still rippled ocean at dusk in mild weather with clouds across the sky.

    Long Term Global Growth

    Concentrated portfolios of potentially game-changing companies, reshaping returns and embracing future structural shifts for success.
  10. Photo of a ballet dancer backstage having the last preparations before her performance.

    Managed

    We have 30+ years of experience in uniting exceptional global equity and bond opportunities, balanced with cash for a top-tier idea portfolio.
  11. Astronomical Observatory under the stars.

    Worldwide Discovery

    Finding early opportunities in small-to-mid-cap firms with the aim of discovering lasting growth and success.

All our investment capabilities

Filtered by
  1. Caving team at the bottom of a deep cave wearing torches, with ropes hanging from the daylight above.

    Core growth

    Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
  2. The Valencia City of Arts and Sciences at sunset.

    Equity and multi-asset income

    Seeking both dependable income and long-term capital growth.
  3. Asian woman working in vegetable greenhouse.

    Flexible growth

    Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
  4. A honey hunter hanging off a cliff on a rope ladder.

    High growth

    Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.
These ESG categories are Baillie Gifford’s own. We do not intend them to align with any jurisdiction’s current or future regulatory regimes. We assign products to these categories at an investment strategy level. You should not assume that any portfolio (including any funds) managed under the relevant strategy will align with the strategy’s ESG categorisation. Investors should refer to a fund’s prospectus or other offering documents to ascertain its approach to ESG investment.