Capital at risk
Islamic Global Equities
Successful active management of a Sharia-compliant equities portfolio is not easy. It requires dedication and a long-term perspective.
Rather than hindering efforts, we believe Sharia principles help us identify exceptional growth opportunities. This is because superior returns and making a difference for society are often mutually reinforcing goals.
Our dedicated team harness the benefits of scale, drawing on insights from the entire Baillie Gifford investment floor. Thoughtful engagement with Islamic scholars is also integral to our differentiated approach.
Only a handful of companies truly matter
Islamic Global Equities offers investors an opportunity to invest in some of the world’s best growth companies. The strategy is committed to being different from the index and seeks companies that are pioneering and entrepreneurial in their respective fields while being fully Sharia-compliant.
Islamic Global Equities Strategy
Investment manager, Tolibjon Tursunov, discusses the Baillie Gifford Islamic Global Equities Strategy.
Active Investing guided by Islamic Principles
We aim to identify companies that can grow their earnings at a superior rate to the market over sustained periods, with potential that is not reflected in their current price. This underpins our objective to deliver returns of 2% plus ahead of the benchmark over rolling five-year periods, net of fees.
Our objective extends beyond attractive investment returns. We actively engage with Islamic scholars to deepen our understanding of emerging issues and share our investor perspectives in order to expand the investible universe. We hope this dialogue benefits not only our clients but also the wider Islamic investment community.
A genuinely active and diversified Shariah-compliant portfolio
We embrace the diversity of growth available to us. Our bottom-up, active investment approach results in a differentiated global equity portfolio holding 30 to 50 stocks, which invests in some of the world’s highest-quality growth companies.
Importantly, Islamic principles are considered at every step of the investment research and company monitoring process. This is complemented with input from the Shariyah Review Bureau (SRB) to ensure full compliance and a consistent application of standards and interpretation of the rules.
There is no doubt in my mind that applying Islamic principles is a help not a hinderance in generating strong investment returns.
Meet the team
Documents
Philosophy and process
Explore our investment philosophy and the processes around how the team constructs the portfolio.
Sharia Certificate
Sharia Certificate confirming the Baillie Gifford Worldwide Islamic Global Equities Fund is compliant with Shari’a Standards issued by the Shari’a Supervisory Board.
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You can invest in this strategy through the following fund(s).
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Strategy portfolio holdings
A list of the top 10 holdings that the representative portfolio invests in.
All figures up to: 31 December 2024
# | Holding | % of portfolio |
---|---|---|
1 | Microsoft | 7.8% |
2 | Amazon.com | 7.6% |
3 | Alphabet | 7.4% |
4 | Shopify | 6.3% |
5 | NVIDIA | 3.5% |
6 | Roche | 2.8% |
7 | Analog Devices | 2.8% |
8 | Recruit Holdings | 2.8% |
9 | Novo Nordisk | 2.6% |
10 | Teradyne | 2.5% |
Please note
The information contained on this page is intended as a guide only and should not be relied upon when making investment decisions. All holdings information is unaudited. Source Baillie Gifford & Co. Please note that totals may not add due to rounding.
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You can invest in this strategy through the following fund(s).
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Curious to learn more about our products and what we can offer you? Please get in touch.
Insights
Key articles, videos and podcasts relating to the strategy:
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Insights
Why not just invest in the index?
Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.Eric Beinhocker: evolutionary economist
How successful companies harness the power of adaptation.Lessons from a time traveller
A journey through time uncovers the deep transitions that can reshape our world.Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.Islamic Global Strategy
Investment manager, Tolibjon Tursunov, discusses the Baillie Gifford Islamic Global Strategy.
Why not just invest in the index?
Partner Stuart Dunbar explores why as an active manager Baillie Gifford can add value beyond investing in an index over the long term.Eric Beinhocker: evolutionary economist
How successful companies harness the power of adaptation.Lessons from a time traveller
A journey through time uncovers the deep transitions that can reshape our world.Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables us to adapt and thrive amid rapid change.Islamic Global Strategy
Investment manager, Tolibjon Tursunov, discusses the Baillie Gifford Islamic Global Strategy.
Invest in this strategy
You can invest in this strategy through the following fund(s).
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.
How to invest in this strategy
You can invest in this strategy through the following fund(s).
Explore further
Curious to learn more about our products and what we can offer you? Please get in touch.