Capital at risk
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
ACWI ex US All Cap
An international portfolio seeking long-term compounding, combining developed and emerging markets – with 30+ years of experience.
China
A diversified portfolio of 40-80 of the best growth companies in China, regardless of listing location, size or weight in an index.
China A Shares
A concentrated portfolio of 25-40 high-growth companies that are listed in China’s domestic market.
Developed EAFE All Cap
An international portfolio focused on long-term compound growth, exclusively investing in developed markets – with 30+ years of experience.
EAFE Plus All Cap
With exposure to emerging markets, this international portfolio with 30+ years’ experience seeks long-term growth.
Emerging Markets All Cap
Our longest-standing Global Emerging Markets portfolio, targeting the world’s best Emerging Market companies with a diversified approach.
Emerging Markets ex China
Seeking to provide exposure to the best Emerging Market opportunities outside of China, an increasingly common consideration for investors.
Emerging Markets Leading Companies
A more concentrated Global Emerging Markets portfolio of 35-60 stocks. Seeking strong opportunities to own for the long term.
Global Alpha
Ambitious growth investing in exceptional companies, prioritising long-term sustainability and competitive advantages for lasting success.
Global Discovery
We look for early-stage transformative companies poised for long-term growth, scaling up to shape the next decade's success.
International Alpha
Invest in compounders, rapid growth, cycle winners, and capital allocators for what we hope will prove a robust, opportunity-driven portfolio.
International Concentrated Growth
Looking for outstanding global firms transforming societies and economies, seizing significant market share opportunities.
International Growth
Sustainable success, global reach: We aim to invest in growth companies with enduring competitive advantages and forward-thinking cultures.
International Smaller Companies
Dedicated to discovering exceptional small companies in untapped markets, investing with an ownership mindset aiming for optimal growth.
Long Term Global Growth
Concentrated portfolios of potentially game-changing companies, reshaping returns and embracing future structural shifts for success.
US Alpha
We focus on growing businesses across diverse opportunities that we hope will drive exceptional returns over time.
US Discovery
Transformative investing: Capturing early opportunities in small-to-mid cap firms with potential for growth and success.
US Equity Growth
Investing in innovative, high-growth US companies that we believe may be at the forefront of global change.
Worldwide Discovery
Finding early opportunities in small-to-mid-cap firms with the aim of discovering lasting growth and success.
