ObjectiveThe value of investments and any income from them may go down as well as up and you or your client may not get back the amount originally invested.
The Worldwide Global Stewardship Select Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide. The Fund may also invest in other transferable securities, money market instruments, cash and cash equivalents.
Meet the ManagersIain McCombie
Iain is the lead manager of our UK Core strategy. He is also a member of the Global Stewardship Portfolio Construction Group (PCG). Most recently, Iain served as Chief of Investment Staff from 2013 to 2018 and became a Partner of the firm in 2005. He initially joined Baillie Gifford in 1994 and spent five years training as an Investment Manager in the US Equities Team before joining the UK Equity Team in 1999. Iain graduated MA in Accountancy from the University of Aberdeen and subsequently trained as a Chartered Accountant.Gary Robinson
Gary has been a member of the Global Stewardship Portfolio Construction Group since its inception in 2015 and is an Investment Manager in the US Equities Team. He graduated MBiochem in Biochemistry from the University of Oxford in 2003 and joined Baillie Gifford the same year. He spent time working on our Japanese, UK and European Equity Teams before moving to the US Equities Team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector dating back to his undergraduate degree. Gary became a Partner of the firm in 2019.Mike Gush
Mike is a named manager for Baillie Gifford’s Emerging Markets and China Funds, as well as being responsible for the Emerging Markets Small Cap strategy. He has also been a member of the Global Stewardship strategy since its inception in 2015. Mike first joined Baillie Gifford in 2003 and before moving to the Emerging Markets Equity Team in 2005, Mike worked in the UK and Japanese Equity Teams. Mike became a Partner of the firm in 2020. He is a CFA Charterholder and graduated MEng from the University of Durham in 2003.Matthew Brett
Matthew is an Investment Manager in the Japanese Equities Team. He is manager of the Japanese All Cap Strategy and Lead Manager of the Japanese Income Growth Strategy. He is also a member of the Global Stewardship Portfolio Construction Group. Matthew joined Baillie Gifford in 2003 and became a Partner in 2018. He is a CFA Charterholder. Matthew graduated BA (Hons) in Natural Sciences (Psychology) from the University of Cambridge in 2000 and holds a PhD in Psychology from the University of Bristol.Zaki Sabir
Zaki joined Baillie Gifford in 2007 and in 2017 he became a member of the Global Stewardship Portfolio Construction Group. He is a Senior Analyst in the Global Discovery Investment Team. Zaki graduated BA in Business Accounting and Finance from the University of Newcastle in 2006.Josie Bentley
Josie is an Investment Manager in the European Equity Team and became a member of the Global Stewardship Portfolio Construction Group in 2020. She joined Baillie Gifford in 2016 and spent time in the International Growth, UK Equity and High Yield Bond Teams. Josie started her career in London, working as a global board analyst at Russell Reynolds Associates. Josie graduated MA (Oxon) in Music from the University of Oxford in 2014.
Fund FactsAll figures to 30/04/2020
Launch Date 04 September 2018 Size €150.1m Current Number of Stocks 69 Benchmark MSCI ACWI Annual Turnover 18% European Funds Trophy 2019 - Best European Asset Management Company (26 to 40 rated funds category)
Actual investors help shape the new world.
Not shore up the old one.
Investment Choice and Charges
Share Class ISIN SEDOL Ongoing Charges* Initial Charge Currency NAV Per Share % Change A-Acc EUR IE00BK5TW834 BK5TW83 1.65% 0% EUR 12.82 1.56% B-Acc EUR IE00BGGJJD81 BGGJJD8 0.40% 0% EUR 12.75 1.56% B-Acc GBP IE00BJ9MMW50 BJ9MMW5 0.40% 0% GBP 12.37 1.20% B-Acc USD IE00BGGJJC74 BGGJJC7 0.40% 0% USD 12.08 2.21% F-Acc GBP IE00BGGJJH20 BGGJJH2 0.40% 0% GBP 12.64 1.20%
Class B shares are for standard direct investment. Multiple currency and currency hedged share classes may also be available.
A share class (Retrocession share class at 1.5% management fee) and C share class (management fee agreed directly with the investment manager) are also available on most funds.
Class F shares are only available under the terms set out in the relevant section of the Prospectus. Please speak to your sales contact for further details.
* Annual figures as at 30/09/19
A further explanation of all the charges and costs relating to this Fund can be found in the Disclosure of Fund Charges and Costs document on the Daily Prices table.