Management
| ISIN | GB00BYNK7G95 |
|---|---|
| Share Class | Accumulation |
| Ongoing Charge | 0.53% |
| Annual Management Charge | 0.5% |
| Manager Company | Baillie Gifford |
|---|---|
| Fund Type | Open Ended Investment Company |
| Benchmark | Global Large-Cap Growth Equity |
| Domicile | GBR |
| For Sale in | United Kingdom |
| Name | Katherine Davidson |
|---|---|
| Since | 01 January 2023 |
| Bio | 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. |
| Name | Toby Ross |
|---|---|
| Since | 30 June 2022 |
| Bio | Toby is an Investment Manager on the Sustainable Growth Team and will be a Partner in the firm from May 2023. He first joined Baillie Gifford in 2006, as an analyst on the UK equities team. He joined 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. |
Objective The Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in sterling, by at least 2% per annum over rolling fiveyear periods. Policy The Fund will invest at least 90% in shares of companies anywhere in the world and of any size and in any sector which, in the Investment Manager's opinion, demonstrate long-term Sustainable Growth prospects. The Investment Manager defines "Sustainable Growth" as the potential a company has to (i) deliver enduring growth, being a decade or more of profitable growth, and (ii) make a difference to society by, for example, producing products or services which have a clear positive influence, or promoting business practices that help shape industry standards and inspire wider change. The Investment Manager applies a proprietary qualitative investment process to assess companies' Sustainable Growth prospects. The Fund applies a revenue-based screen that excludes companies with a defined level of activity in certain sectors, details of which are disclosed in the Prospectus. Companies the Fund directly invests in will be selected following a normsbased evaluation. The Fund will comply with the Investment Advisor's policy on assessing breaches of the United Nations Global Compact as outlined in its ESG Principles and Guidelines document. The Fund will be actively managed. Other Information You can sell some or all of your shares on any business day in the United Kingdom by contacting our Dealing Department by phone or post. Where properly completed documentation is received by post, shares will be sold at the next valuation point following receipt of the instruction. Income will be re-invested. No further shares will be purchased but the reinvestment will be reflected in the price of your existing accumulation shares. You are, however, deemed to have received the income for tax purposes. For further explanation and information see the investment objective and policy section of the Prospectus, which is available by contacting us. Recommendation: this Fund may not be appropriate for investors who plan to withdraw their money within five years.