1. Worldwide Sustainable Growth Fund

    Worldwide Sustainable Growth Fund

  2. Overview

    The Worldwide Sustainable Growth 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 and meet environmental, social and governance criteria and demonstrate good stewardship. The Fund excludes companies from certain industries and companies which are inconsistent with the United Nations Global Compact Principles for Business.

    Performance & Portfolio

    Data is not currently available for this share class.

    Top Ten Holdings - 31/01/2024

    Fund %
    1 Workday 4.2%
    2 MercadoLibre 3.9%
    3 TSMC 3.1%
    4 Beijer, G & L AB 3.0%
    5 Shopify 3.0%
    6 Atlas Copco 3.0%
    7 NVIDIA 3.0%
    8 UnitedHealth Group 2.7%
    9 Mastercard 2.7%
    10 Alphabet 2.6%
    Total 31.3%
    Geographic Analysis of Total Assets 31/01/2024

    Fund %

    • 1 North America 47.23
    • 2 Europe (ex UK) 25.20
    • 3 Developed Asia Pacific 10.48
    • 4 Emerging Markets 9.64
    • 5 UK 6.60
    • 6 Cash 0.84
    • Total 100.00

    As the Fund invests in overseas securities, changes in the rates of exchange may cause the value of your investment (and any income it may pay) to go down or up.
    The information contained on this page is intended as a guide only and should not be relied upon when making investment decisions. All holdings information is unaudited. Source Baillie Gifford & Co.
    Please note that totals may not add due to rounding.

    Team

    Toby Ross

    Toby is an investment manager on the Sustainable Growth Team. He joined Baillie Gifford in 2006 and became a partner in the firm in 2023. Toby joined as an analyst on the UK equities team and went on to join the Global Income Growth Team as an investment manager in 2013, and in this role, he helped to develop the team’s approach to responsible investment. He became the joint manager of The Scottish American Investment Company PLC (SAINTS) in 2017. In 2022, Toby assumed the leadership of the Sustainable Growth Team. He graduated MA in English Literature from the University of Cambridge in 2006 and is a CFA Charterholder.

    Katherine Davidson

    Katherine is an investment manager on the Sustainable Growth Team. Before joining Baillie Gifford in September 2022, she had spent her investment career on the Global and International Equity Team at Schroders. Katherine joined the Schroders graduate scheme in 2008 and held various sector and fund responsibilities while developing a growing interest and expertise in sustainable investing. Katherine was instrumental in the development and management of Schroders’ Global Sustainable Growth Fund. She graduated with an MA in Philosophy, Politics and Economics from the University of Oxford in 2008 and is a CFA Charterholder.

    Laura Gonzalez-Salmeron

    Laura is an investment analyst in the Sustainable Growth Team. She joined Baillie Gifford in 2021, working as an analyst in the US Equities Team. Prior to joining the firm, she worked teaching Spanish Literature at the University of Oxford and Magdalen College School, while doing her doctoral research in Comparative Literature.

    Craig Noble

    Craig is a senior sustainability analyst in the Sustainable Growth Team. He first joined Baillie Gifford in 2015 via the investment operations graduate scheme. As a dedicated sustainability analyst for the strategy, Craig has a particular interest in the opportunity side of sustainable investment and maintains a firm belief that ESG is a complex and nuanced area, which fits with his passion for in-depth research. Craig graduated with a BSc (Hons) in Business and an MSc in Finance, both from Lancaster University Management School.

    Emily Gerard-Pearse

    Emily is a sustainability analyst in the Sustainable Growth Team. She joined Baillie Gifford in 2022. Prior to this, she worked for the consultancy firm Newton Europe for two and a half years. Emily received a BA in Biological Sciences from Oxford University.

    Documents

    You can access any literature about the Fund here, either by downloading or requesting a copy by post (where available).

    To download any document you will need Adobe Reader. Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.

    Philosophy and Process Documents

    Further Information

    BAILLIE GIFFORD INVESTMENT MANAGEMENT (EUROPE) LIMITED: REGISTERED OFFICE
    Baillie Gifford Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (No. C182354). Registered office: 4/5 School House Lane East, Dublin 2, D02 N279. Registered in Ireland (No. 625892).

    COMPLAINTS CONTACT DETAILS
    In the first instance, clients should contact their normal Client Contact with any concerns. Alternatively, or for those clients who do not have a direct client contact assigned, complaints can be emailed to Baillie Gifford’s Compliance Department at: InstitutionalComplaints@bailliegifford.com. A summary document which contains details on Baillie Gifford’s complaints management policy is available upon request. All material complaints are recorded in an in-house incident management system and are escalated to, and dealt with by, members of staff of suitable seniority, independent of the area from which the matter arose.

    Risks

    Investment markets can go down as well as up and market conditions can change rapidly. The value of an investment in the Fund, and any income from it, can fall as well as rise and investors may not get back the amount invested.

    The specific risks associated with the Fund include:

    Custody

    Custody of assets, particularly in emerging markets, involves a risk of loss if a custodian becomes insolvent or breaches duties of care.

    Emerging Markets

    The Fund invests in emerging markets where difficulties in trading could arise, resulting in a negative impact on the value of your investment.

    Foreign Currency

    The Fund has exposure to foreign currencies and changes in the rates of exchange will cause the value of any investment, and income from it, to fall as well as rise and you may not get back the amount invested.

    Environmental, Social and Governance (ESG)

    The Fund employs stewardship and ethical screens which means it cannot invest in certain sectors and companies. The universe of available investments will be more limited than other funds that do not apply such criteria/ exclusions, therefore the Fund may have different returns than a fund which has no such restrictions. Data used to apply the criteria may be provided by third party sources and is based on backward-looking analysis and the subjective nature of non-financial criteria means a wide variety of outcomes are possible. There is a risk that data provided may not adequately address the underlying detail around material non-financial considerations.

    Please consider all of the characteristics and objectives of the fund as described in the Key Information Document (KID) and prospectus before making a decision to invest in the Fund. For more information on how sustainability issues, such as climate change are considered, see bailliegifford.com.

    Volatility

    The Fund’s share price can be volatile due to movements in the prices of the underlying holdings and the basis on which the Fund is priced.

    Further Details

    Further details of the risks associated with investing in the Fund can be found in the Key Information Document (KID), or the Prospectus. Copies of both the KID and Prospectus are available at bailliegifford.com.

    Definitions

    Active Share: A measure of the Fund's overlap with the benchmark. An active share of 100 indicates no overlap with the benchmark and an active share of zero indicates a portfolio that tracks the benchmark.