Capital at risk

Investment capability

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

  1. Young Indian woman waiting for a train at subway station in India.

    Asia ex Japan

    A patient strategy in fast-paced markets. Embrace diverse growth opportunities in the hope of capitalising on inefficiencies.
  2. Aerial Photo Shots of Spring Blossom Bridge in Shenzhen, China.

    China

    A diversified portfolio of 40-80 of the best growth companies in China, regardless of listing location, size or weight in an index.
  3. Scientist wearing protective equipment in a laboratory moving a tray of equipment.

    China A Shares

    A concentrated portfolio of 25-40 high-growth companies that are listed in China’s domestic market.
  4. An aerial view of a large lake inside a valley at sunset.

    Diversified Growth

    Investment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.
  5. A half moon sits above a snowy mountain top at sunset.

    Diversified Return

    We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.
  6. Aerial view of a boat sailing along the Yamuna river at sunset surrounded by seagulls along the coast in New Delhi, India.

    Emerging Markets All Cap

    Our longest-standing Global Emerging Markets portfolio, targeting the world’s best Emerging Market companies with a diversified approach.
  7. Aerial view of people fishing in traditional outrigger boat in lake with cloud reflections from above in Polonnaruwa, Sri Lanka.

    Emerging Markets ex China

    Seeking to provide exposure to the best Emerging Market opportunities outside of China, an increasingly common consideration for investors.
  8. An aerial view of Vietnamese women fishing with traditional nets in shallow water with their wooden boats nearby.

    Emerging Markets Leading Companies

    A more concentrated Global Emerging Markets portfolio of 35-60 stocks. Seeking strong opportunities to own for the long term.
  9. A view of three terraced houses by the canal side in Amsterdam.

    Europe ex UK

    Elevate your portfolio with Europe's outliers - exceptional companies with exciting potential.
  10. Woman paddleboarding on Sylvenstein lake, Germany.

    Global Alpha

    Ambitious growth investing in exceptional companies, prioritising long-term sustainability and competitive advantages for lasting success.
  11. Astronomical Observatory under the starlit sky filled with the milky way.

    Global Discovery

    We look for early-stage transformative companies poised for long-term growth, scaling up to shape the next decade's success.
  12. Abstract depiction of DNA against a dark blue background.

    Health Innovation

    Investing in solutions-driven healthcare companies addressing societal challenges, with the aim of generating strong returns.
  13. A museum display of seashells with handwritten descriptions.

    Investment Grade Bond

    We aim to balance risk and reward, seeking fundamentally-strong companies for attractive returns and long-term market outperformance.
  14. High angle view of people walking at subway station in Kyoto, Japan.

    Japan All Cap

    Discover Japan's untapped potential. Focusing on fundamentals, we try to find mispriced, under-appreciated growth opportunities.
  15. Robotic arm welding the car in a futuristic assembly automotive manufacturing plant.

    Japan Growth

    Unearthing Japan's hidden opportunities, our strategy targets emerging disruptors, strong franchises, and corporate reform for growth.
  16. Asian female traveller photographing the spectacular nature scenics of Arashiyama Bamboo forest with smartphone while travelling in Kyoto, Japan.

    Japan Income Growth

    We try and find Japan's undervalued assets through a fundamentals-driven approach for investors seeking potential growth opportunities.
  17. Landscape view of Mount Fuji at night with a starlit sky.

    Japan Smaller Companies

    With in-depth insight into Japan's history, we aim to uncover undervalued opportunities for investors.
  18. Landscape of a still rippled ocean at dusk in mild weather with clouds across the sky.

    Long Term Global Growth

    Concentrated portfolios of potentially game-changing companies, reshaping returns and embracing future structural shifts for success.
  19. Photo of a ballet dancer backstage having the last preparations before her performance.

    Managed

    We have 30+ years of experience in uniting exceptional global equity and bond opportunities, balanced with cash for a top-tier idea portfolio.
  20. Man silhouette on background of famous Risin og Kellingin rocks and cliffs of Eysturoy and Streymoy Islands seen from Kalsoy Island. Faroe Islands, Denmark. Landscape photography

    Multi Asset Growth

    We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.
  21. Electronics workers in clean room assembling electronic components.

    Pan Europe

    We seek out Europe's standout companies with the potential to deliver exceptional investment returns.
  22. Close up shot of the lines of a palm leaf.

    Strategic Bond

    A corporate bond strategy focused on the long-term success of companies, hoping to deliver lasting value and growth for client portfolios.
  23. Tower Bridge viewed from an alleyway in London.

    UK Alpha

    A selection of carefully chosen businesses with a five-year-plus investment horizon.
  24. Rodel Saltmarsh on Isle of Harris, Outer Hebrides, Scotland, United Kingdom, Europe.

    UK Core

    A focused strategy investing in British businesses for 5+ years, aiming for exceptional earnings growth and value.
  25. Close up of green and blue Greenwinged Macaw feathers

    Unconstrained High Yield Bond

    Trying to discover companies with exceptional strengths for a high-performing, long-term investment portfolio.
  26. Winding empty road through arid desert landscape.

    US Alpha

    We focus on growing businesses across diverse opportunities that we hope will drive exceptional returns over time.
  27. A colourful semi cicle of neon lights with lines of blue dots flaring out from the centre.

    US Equity Growth

    Investing in innovative, high-growth US companies that we believe may be at the forefront of global change.
  28. Astronomical Observatory under the stars.

    Worldwide Discovery

    Finding early opportunities in small-to-mid-cap firms with the aim of discovering lasting growth and success.

All our investment capabilities

These ESG categories are Baillie Gifford’s own. We do not intend them to align with any jurisdiction’s current or future regulatory regimes. We assign products to these categories at an investment strategy level. You should not assume that any portfolio (including any funds) managed under the relevant strategy will align with the strategy’s ESG categorisation. Investors should refer to a fund’s prospectus or other offering documents to ascertain its approach to ESG investment.

Important information

Please remember that all investment strategies have the potential for profit and loss and your or your clients’ capital may be at risk.
The information on this website is intended for institutional investors (as defined in the Securities and Futures Act, Chapter 289 of Singapore, as amended) and consultants in Singapore only. It is not intended for use by any other persons including members of the general public or investors from other jurisdictions.
The information contained in this website has been compiled with considerable care to ensure its accuracy at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Nothing in this information or elsewhere in this website shall exclude, limit or restrict our duties and liabilities to you the United Kingdom's Financial Services and Markets Act 2000 or any conduct of business rules which we are bound to comply with. These Terms and any non-contractual obligations arising from or connected with them shall be governed by, and these Terms shall be construed in accordance with, the laws of Singapore.
Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK clients. Both are authorised and regulated by the Financial Conduct Authority.
Baillie Gifford Asia (Hong Kong) Limited 柏基亞洲(香港)有限公司 is wholly owned by Baillie Gifford Overseas Limited and holds a Type 1 and a Type 2 licence from the Securities and Futures Commission of Hong Kong to market and distribute Baillie Gifford’s range of collective investment schemes to professional investors in Hong Kong.
Baillie Gifford Asia (Hong Kong) Limited 柏基亞洲(香港)有限公司 can be contacted at Suites 2713-2715, Two International Finance Centre, 8 Finance Street, Central, Hong Kong, Telephone +852 3756 5700.
This website is informative only and the information provided should not be considered as investment or other advice or a recommendation or offer to buy, sell or hold a particular investment. You can read details of our Legal and Important Information here.
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This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. You can read details of our Legal and Important Information here.