1. Objective

    The Global Stewardship Fund aims to outperform (after deduction of costs) the MSCI AC World Index, as stated in Sterling, by at least 2% per annum over rolling five-year periods. There is no guarantee that this objective will be achieved over any time period and actual investment returns may differ from this objective, particularly over shorter time periods. The manager believes this is an appropriate benchmark given the investment policy of the Fund and the approach taken by the manager when investing.

    The 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.
  2. How we invest

    Global Stewardship combines regional expertise with global perspective and an integrated approach to stewardship analysis. We hand-picked a team of regional experts, teamed them up with a sustainability professional and gave them the mandate to pick the 70-100 best companies in the world. The result is a portfolio comprised not just of the ‘global champions’ Baillie Gifford are famed for identifying, but also the lesser-spotted ‘local heroes’ often overlooked by global investors. The team share an investment philosophy that has served Baillie Gifford well for over a century – a truly long-term outlook, a resolute focus on growth companies and a high conviction approach to portfolio construction.

  3. Meet the Managers

  4. Actual investors help shape the new world.

    Not shore up the old one.
    Find out more
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    Fund Facts

    All figures to 30/09/2019
    Style Growth
    Launch Date 07 December 2015
    Size £253.62m
    Stocks (guideline range) 70-100
    Current Number of Stocks 71
    Comparative Index MSCI AC World
    Active Share 92%*
    Annual Turnover 20%

    *Relative to MSCI AC World Index. Source: Baillie Gifford & Co, MSCI.

    This fund is currently open to new investors.

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    Our Investment Philosophy is to add value through genuinely long-term active management.
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