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Baillie Gifford Global Stewardship Fund

Overview

The Baillie Gifford Global Stewardship Fund (the “Fund”) invests across a diverse range of market sectors in growth stocks from around the globe i.e. ‘Global Champions’, alongside undiscovered opportunities in local heroes.

 

Baillie Gifford believes good governance and stewardship are vital to the long-term success and growth of a company. Through engagement with management and voting actions, Baillie Gifford encourages best practice on governance and sustainability matters. This goes beyond Environmental, Social and Governance factors to encompass the company’s strategic direction, corporate culture and alignment with shareholders.


The Fund is a concentrated global equity portfolio that combines the best elements of stewardship and specialist regional expertise to invest in growth businesses over the long term.

Patient, long-term investing

Willingness to maintain a long-term view in an increasingly impatient industry

Partnership model

Having stability to support the firm’s strong investment philosophy and culture

High conviction growth investor

Targets sustainable global companies with the potential to deliver long-term growth

FUND FACTS

Invest in a portfolio comprised not just of the ‘global champions’ Baillie Gifford are famed for identifying, but also the lesser-spotted ‘local heroes’ often overlooked by global investors.

 

Investment objective: To outperform the MSCI All Country World Index in AUD per annum, over rolling five year periods before management fees and taxes.

Inception

Style

Distribution

Holdings

Investment horizon

14 June 2019 Global Equity – active, long only, fundamental, benchmark agnostic, growth bias  Half-yearly Between 70 and 100 companies
At least 5 years
Cash limit Management cost Performance fee Minimum Investment APIR code
0-5% 1.03% p.a.
None $25,000 

FSF4018AU

Resources

TEAM

 

Iain McConbie

Investment Manager, Partner
  • Iain graduated MA in Accounting from Aberdeen University and qualified as a Chartered Accountant. He 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 became a Partner of the firm in 2005. He is the lead manager of our UK Core strategy and a member of the Global Stewardship Portfolio Construction Group (PCG).

 

MATTHEW BRETT

Investment Manager, Partner
  • Matthew graduated BA (Hons) in Natural Sciences (Psychology) from the University of Cambridge in 2000 and holds a PhD in Psychology from Bristol University. He joined Baillie Gifford in 2003 and is an Investment Manager in the Japanese Equities Team. Matthew is manager of the Japanese All Cap strategy and lead manager of the Japanese Income Growth Strategy. Matthew became a Partner in 2018, is a CFA charterholder, and is a member of the Global Stewardship PCG.

 

Mike Gush

Investment Manager
  • Mike graduated MEng in Mechanical Engineering from Durham University in 2003. He joined Baillie Gifford in the same year and worked in the UK and Japanese Equities Teams before moving to the Emerging Markets Equity Team in 2005, where he is an Investment Manager. Mike is a member of the Global Stewardship PCG, and is a CFA charterholder.

 

Stephen Paice

Investment Manager
  • Stephen graduated BSc in Financial Mathematics from Glasgow Caledonian University in 2005. He joined Baillie Gifford in the same year and trained as an Investment Manager in the US, UK Smaller Companies and Japanese Equities Teams before joining the European Equity Team. Stephen is a member of the Global Stewardship PCG and the Head of the European Equities Team.

 

Gary Robinson

Investment Manager, Partner
  • Gary is an investment manager in the US Equities Team. He graduated MBiochem in Biochemistry from the University of Oxford in 2003 and joined Baillie Gifford the same year. He spent time working on our Japanese, UK and European Equity Teams before moving to the US Equities Team in 2008. Gary is a generalist investor but retains a special interest in the healthcare sector dating back to his undergraduate degree. Gary is also is a member of the Global Stewardship PCG and became a partner in 2019.

 

Zaki Sabir

Investment Manager
  • Zaki graduated BA in Business Accounting and Finance from Newcastle University in 2006. He joined Baillie Gifford in 2007 and is an Investment Manager in the Global Discovery Team. He became a member of the Global Stewardship PCG in 2017.

 

Andrew Cave

Head of Governance and Sustainability 
  • Andrew graduated from London’s School of Oriental and African Studies (SOAS) with an MSc in International Development in 2001, after completing an MA in History at the University of Edinburgh in 1999. Andrew joined Baillie Gifford as Head of Governance and Sustainability in May 2015. In his previous role as Chief Sustainability Officer for RBS he was responsible for rebuilding RBS’s approach to corporate responsibility after the financial crisis. He is a member of the Financial Reporting Council’s Investor Advisory Group and is a former Chairman of the UK Global Compact Network. Andrew is a member of the Global Stewardship PCG.

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.


From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.

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