MUTUAL FUNDS
Investment is not just a science, it is an art. Here we share our insights on a variety of topics including investing for the long term, healthcare, technology and the global economy.
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May 2021Positive Change - It's Not Obvious.
Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.
Read moreMay 2021International Growth Manager Update.
Nick Thomas and Christel Brodie, investment specialists for the International Growth Fund, give an update on the activity of the portfolio over the last quarter, covering portfolio positioning, transactions and pipeline ideas.
WatchApril 2021The Baillie Gifford EAFE Plus All Cap Fund and The Baillie Gifford Developed EAFE All Cap Fund.
In this webinar, Client Service Director Matthew Coyle is joined by Joe Faraday, a decision maker for the Baillie Gifford EAFE Plus All Cap Fund and the Baillie Gifford Developed EAFE All Cap Fund, and Charlie Broughton, an investment manager in the Smaller Companies Team and specialist representative for International All Cap. Joe and Charlie explain that although many understand the concept of idea generation as a light bulb moment, for the International All Cap Team it’s a gradual process that develops over time.
WatchApril 2021An Impactful Portfolio - Financial Advisor.
The Baillie Gifford Positive Change Equities Fund has generated monster returns while seeking positive impact. By Jeff Schlegel.
Read moreFebruary 2021Baillie Gifford U.S. Equity Growth Fund Webinar.
In this webinar recording, Client Director Ben James talks to all four key decision makers of the U.S. Equity Growth Fund portfolio, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees.
WatchFull Year 2020Positive Conversations.
This document looks at the contribution of the Positive Change portfolio to society through its business practices and focuses on our approach to engagement with the companies owned on behalf of our clients.
Read moreDecember 2020Innovation: Why it’s Crucial for Sustainability.
Lee Qian, Investment Manager in Baillie Gifford’s Positive Change Strategy, tells us why we should harness innovation and economic growth to create a more prosperous, sustainable and inclusive world.
Read moreNovember 2020Quality Delivers.
The phrase “quality will remain long after the price is forgotten” is attributed to Sir Henry Royce, founder of Rolls Royce. International Alpha investment manager Tom Walsh explains how this saying applies to equity investing.
Read moreOctober 2020Emerging Markets: Coming of Age.
It’s time to stop looking in the rear-view mirror when it comes to emerging markets. Conventional wisdom always extrapolates recent experience, but after a decade in which both economic growth and equity returns have been lacklustre relative to the rest of the world – and with relative valuations now back at multi-decade lows – we worry that investors have badly misunderstood the depth of the transformation that has been taking place in our asset class.
Read moreSeptember 2020The New Plastics Economy.
With plastics production set to double in the next 20 years and almost quadruple by 2050, the Positive Change Team considers whether a circular plastics economy could be the answer and what investment opportunities it might bring.
Read moreSeptember 2020Scale as a Service.
Companies become more efficient as they grow. In the past, that involved big capital outlays and was bad news for challengers. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.
Read moreSeptember 2020A Shocking Revelation: Capitalism Can Power Positive Change.
Everyone wants to make a difference, and capital thoughtfully and responsibly deployed is a powerful mechanism for change. In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns. Investment Managers Kate Fox and Lee Qian explain why positive change really matters.
WatchJune 2020A View from the Midst of the Pandemic.
Technological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 riven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.
Read moreJuly 2020Positive Change Impact Report.
For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.
Read moreApril 2020International Growth Fund - Introductory Film.
Managers of the Baillie Gifford International Growth Fund Tom Coutts, Lawrence Burns, Brian Lum and Julia Angeles give an insight into their investment philosophy.
WatchThe Baillie Gifford Mutual Funds are distributed by Baillie Gifford Funds Services LLC. Investors should carefully consider the objectives, risks, charges and expenses of the Funds before investing. This information and other information about the Funds can be found in the prospectus and the summary prospectus. For a prospectus and summary prospectus please go here. Please carefully read the Fund’s prospectus and related documents before investing.
