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 Fund invests in sustainable growth companies. It mitigates Environmental, Social and Governance (ESG) risks by applying 'sin sector' exclusions, and then seeks to identify ESG opportunities by focusing on companies which our research suggests are a net benefit to society, which balance the interests of all stakeholders, and which exhibit a responsible culture. The Portfolio Construction Group (PCG) is made up of six experienced investors and two senior Governance and Sustainability specialists, supported by one further dedicated Governance and Sustainability analyst. The PCG provides challenge, context and comparison when building a concentrated portfolio of 70-100 stocks.
The manager believes this is an appropriate benchmark given the investment policy of the Fund and the approach taken by the manager when investing. In addition, the manager believes an appropriate performance comparison for this Fund is the Investment Association Global Sector.
How we invest
Global Stewardship aims to invest in support of a successful, sustainable society. We seek long-term growth through responsible businesses and we seek to engage with those businesses to enhance their positive contribution over time. Our aim is to deliver superior returns from a portfolio our clients can be proud of.
Meet the TeamIain McCombie
Iain is a founding member of the Global Stewardship Portfolio Construction Group and is the lead manager of our UK Core strategy. 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.
- Actual investors help shape the new world. Not shore up the old one.
- Our purpose as sustainable growth investors is to integrate ESG and investment with an unashamedly optimistic mindset.