Sustainable investing: finding the innovative companies of the future

Iain McCombie reflects on 30 years at Baillie Gifford, highlighting the firm's adaptability and long-term focus.

An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

The Positive Change Fund invests in companies for whom delivering a positive change by contributing towards a more sustainable and inclusive world is core to their business, rather than simply looking to filter out firms that are perceived to cause harm.

The Keystone Positive Change Investment Trust aims to generate long-term capital growth, with two aims. Firstly, its net asset value (NAV) total return should exceed that of the MSCI AC World Index in sterling terms by at least 2 per cent per annum over rolling five-year periods . Secondly, it should contribute towards a more sustainable and inclusive world by investing in the equities of companies whose products or services make a positive social or environmental impact.