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 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.

  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 31/05/2020
    Style Growth
    Launch Date 07 December 2015
    Size £399.68m
    Stocks (guideline range) 70-100
    Current Number of Stocks 71
    Comparative Index MSCI AC World
    Active Share 90%*
    Annual Turnover 19%

    *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.