Baillie Gifford Global Alpha Equities Fund - Baillie Gifford
Shareclass
Baillie Gifford Global Alpha Equities Fund Class K (BGAKX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Baillie Gifford Global Alpha Equities Fund - Baillie Gifford
FUND COVERAGE
# of holdings76
% of assets87%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novo Nordisk A/S0.74%$3.39M
- 2. Poste Italiane SpA0.16%$721,912
- 3. Mastercard Inc2.16%$9.88M
- 4. Cie Financiere Richemont SA1.08%$4.95M
- 5. Auto Trader Group PLC0.8%$3.64M
- 6. Uber Technologies Inc0.91%$4.16M
- 7. Microsoft Corp4.19%$19.15M
- 8. S&P Global Inc0.96%$4.38M
- 9. Service Corp International/US1.92%$8.76M
- 10. Adyen NV1.34%$6.11M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc1.17%$5.37M
- 2. FTAI Aviation Ltd1.26%$5.76M
- 3. QXO Inc0.64%$2.91M
- 4. Markel Group Inc1.05%$4.79M
- 5. Brookfield Corp0.82%$3.73M
- 6. Keyence Corp1.08%$4.96M
- 7. Cosmos Pharmaceutical Corp0.5%$2.26M
- 8. WillScot Holdings Corp0.26%$1.2M
- 9. AppLovin Corp2.02%$9.22M
- 10. Advanced Drainage Systems Inc0.82%$3.75M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Baillie Gifford Global Alpha Equities Fund - Baillie Gifford
Totals
Holdings
Assets
Weight
Prisons
5.0
$65.4M
14%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
6.0
$63.84M
14%
Borders high risk
0.0
$0
0%
Total
7.0
$72.55M
16%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$19.15M
4.19%
2.
Amazon.com Inc
:$16.45M
3.6%
3.
Alphabet Inc
:$15.86M
3.47%
4.
Elevance Health Inc
$8.71M
1.91%
5.
Thermo Fisher Scientific Inc
:$5.23M
1.14%
6.
AeroVironment Inc
:$3.62M
0.79%
7.
Salesforce Inc
:$3.53M
0.77%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Baillie Gifford Global Alpha Equities Fund - Baillie Gifford BGAKX
Environment
Social
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