Overview
Our portfolio metrics provide an overview of our investment holdings and their alignment with sustainable development goals. Companies are categorised by holding periods and impact themes. We also supply a range of metrics that demonstrate our commitment to long-term responsible stewardship.
Intentional impact investments
Portfolio by holding period
Healthcare and quality of life
Social inclusion and education
Environment and resource needs
Base of the pyramid
Less than 2 years
Ashtead | Joby Aviation | Schneider Electric |
Epiroc | Microsoft | SEA |
Grab | New York Times | Soitec |
HDFC Bank | Rivian | Vertex Pharmaceuticals |
Insulet | Savers Value Village |
2–4 years
AbCellera | Deere & Co | Nu Holdings |
Autodesk | Duolingo | Remitly |
Coursera | MercadoLibre |
More than 4 years
Alnylam | Illumina | Tesla |
ASML | Moderna | TSMC |
Bank Rakyat | Novonesis | Xylem |
Dexcom | Sartorius | |
Ecolab | Shopify |
Portfolio as at 31 December 2024.
Patient, long-term, impact-focused
SDG Alignment
Addressed by companies in the Positive Change portfolio as at end December 2024.
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Impact report
See the Annual Impact Report for full details on company level and portfolio impact
Financial contributions
Actively engaged
Responsible stewardship
Where we are able to, we vote on all resolutions proposed at AGMs or EGMs for portfolio holdings. Our voting supports our impact and financial objectives for each portfolio company. Full proxy voting data for the portfolio is available on request.
Positive Change proxy voting record 2024 (%)
Votes for/against management recommendations (%)
Source: Baillie Gifford & Co. As at 31 December 2024.
Based on a representative portfolio.
Fact-finding
Information requests or points of clarification. This is often the first contact on a particular issue and is directed towards Investor Relations or other non-executive management.
Assessing
Monitoring progress against an issue that has previously been raised with the company.
Influencing
Engaging with company management or board directors with a view to encouraging a particular behaviour or course of action.