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Baillie Gifford Sustainable Growth - Class A

Australia

Investment

Superannuation

Colonial First State
Colonial First State
No items found.

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Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.

What this symbol means

General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.

See RIAA's Financial Services Guide

Learn about RIAA's certification / sustainability classifications

Sustainable Plus classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, with embedded, measurable and reported sustainability objectives aligned with portfolio holdings and stewardship practices, adhering to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.

See RIAA's Financial Services Guide

Learn about RIAA's certification / sustainability classifications

<span class="text-size-xxsmall">The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.</span>

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Public Holdings

Themes & Issues
Society

Education

Included

Healthcare and medical products

Included

Renewable energy and energy efficiency

Included

Sustainable land and agricultural management

Included

Sustainable transport

Included

Sustainable fashion and textiles/fashion technology

Included

Employment and vocational training

Included

Tobacco

Fully avoided

No items found.

Fossil fuels

Partially avoided

Gambling

Partially avoided

Human rights abuses

Partially avoided

Labour rights violations

Partially avoided

Pornography

Partially avoided

Alcohol

Partially avoided

Environment

Education

Included

Healthcare and medical products

Included

Renewable energy and energy efficiency

Included

Sustainable land and agricultural management

Included

Sustainable transport

Included

Sustainable fashion and textiles/fashion technology

Included

Employment and vocational training

Included

Tobacco

Fully avoided

No items found.

Fossil fuels

Partially avoided

Gambling

Partially avoided

Human rights abuses

Partially avoided

Labour rights violations

Partially avoided

Pornography

Partially avoided

Alcohol

Partially avoided

<span class="text-size-xxsmall">For RIAA’s definitions of the themes included and issues avoided, please view this guide. Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.</span>

Overview

The Sustainable Growth fund aims to invest in companies that are capable of maintaininga decade or more of profitable growth and are doing so either by distributingproducts/services that can create value for society, or by demonstrating business practices. The portfolio is adiversified collection of 55-80 holdings, designed to sit at the heart of a client's growthequity allocation.

Description

Seeking enduring growth that delivers enduring good
Sustainable Growth is based on a single fundamental belief: that sustainable investment, done properly, will produce superior returns for clients across the cycle.
To us, sustainable investment means allocating capital to companies that deliver enduring growth by creating value for society. We believe that, over the long term, these companies will benefit from a virtuous circle, enabling them to sustain profitable growth and deliver outperformance for our clients.
This is why it is possible to have a sustainable portfolio with a single financial objective: to outperform the MSCI All Countries World Index (ACWI) by 2-3% per annum over rolling five-year periods.*


Enduring growth
We invest in companies that are capable of maintaining a decade or more of profitable growth.
Our analysis shows that, historically, only a fifth of firms have been able to grow their earnings at a double-digit rate for a decade or longer. This same group of stocks materially outperform the market over long time periods.
Companies that endure in this way are resilient by their nature. They typically have the financial flexibility and culture of adaptation that sees them prosper in a range of different environments. It is these enduring growth companies that we seek for the Sustainable Growth portfolio.


Enduring good
Our goal is to provide clients returns they will be pleased with, from a portfolio they can be proud of. We look for companies whose success is good for society. Companies that address societal and environmental challenges through:

What they do – products or services which have a clear benefit to society; or
How they do it – business practices that help to shape industry standards and influence wider change.

Like other sustainable investors, we place great value on companies with impactful products or services. But we also value the potential influence of strong business practices. We have the time and resources to gain a deep understanding of this complex and nuanced area. We embrace this complexity as a key source of our edge in sustainable investment.
Taking a more holistic view of sustainability allows us to build broader, more diversified portfolios. Together with our preference for resilient business models, this diversity makes Sustainable Growth suitable for the heart of a clients growth equity allocation.

*RIAA has received undertaking from product issuer to update ESG-crtieria, assessed as part of certification, either at: 
  • Next roll of product collateral, Internal policy update and/or 
  • Next reporting/disclosure cycle

We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.

Themes & Issues

  • 7

    themes included

  • 1

    issues fully avoided

  • 0

    issues mostly avoided

  • 6

    issues partially avoided

Product Targets

Wholesale

Retail

Certified Since

  • 2021

Last date certified

  • February 21, 2024

Primary RI Strategy

  • Positive Screening, ESG Integration

Secondary RI Strategy

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