Article

Our contribution

February 2025 / 5 minutes

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.

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.