Funds Group: Baillie Gifford Funds
Management Company: Baillie Gifford Overseas Limited
Funds Affected: (1) Baillie Gifford Global Select Equity Fund, (2) Baillie Gifford Global Stewardship Fund, (3) Baillie Gifford Positive Change Equity Fund
Principal Sustainable Investment Management Strategies: (1-2) ESG Integration, (3) Thematic and impact
Summary:
(1) In selecting portfolio investments, the portfolio managers take into account corporate governance and stewardship alongside investment considerations.
(2) In selecting portfolio investments, the portfolio managers take into account corporate governance and stewardship (which involves an environmental, social and governance (“ESG”) analysis) alongside the investment considerations outlined above.
(3) The intended outcome is a portfolio of between 25-50 growth companies with the potential to outperform the benchmark over the long term and which the portfolio managers consider to have core ambitions of delivering a positive change in at least one of the following areas: social inclusion and education, healthcare, the environment, and addressing basic needs and aspirations of the world’s poorest populations. In order to assess positive change in these areas, the adviser will monitor the progress of each issuer using metrics and/or milestones designed by the adviser. With respect to each area, the adviser pursues an active, positive approach; investment decisions are generally not made on the basis of negative “screening” of companies viewed as socially irresponsible.
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