Baillie Gifford International Concentrated Growth Equities Fund
Shareclass
Baillie Gifford Intl Concntr Gr EqsInstl (BTLSX)
Type
Open-end mutual fund
Manager
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 888 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
1/10
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 International Concentrated Growth Equities Fund BTLSX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. L'Oreal SA1.7% of assets$1.36M invested
- 2. Kering SA1.8% of assets$1.43M invested
- 3. Kinnevik AB Class B0.79% of assets$624,797 invested
- 4. Novo Nordisk AS Class B1.16% of assets$924,824 invested
- 5. Hermes International SA4.41% of assets$3.51M invested
- 6. Wise PLC Class A2.81% of assets$2.23M invested
- 7. Adyen NV6.25% of assets$4.98M invested
- 8. Atlas Copco AB Class B1.68% of assets$1.34M invested
- 9. Moderna Inc1.3% of assets$1.04M invested
- 10. Spotify Technology SA11% of assets$8.41M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Shopify Inc Registered Shs -A- Subord Vtg4.2% of assets$3.34M invested
- 2. Coupang Inc Ordinary Shares - Class A3.28% of assets$2.61M invested
- 3. Ginkgo Bioworks Holdings Inc0.05% of assets$42,098 invested
- 4. SolarEdge Technologies Inc0.13% of assets$99,797 invested
- 5. MercadoLibre Inc12% of assets$9.31M invested
- 6. Delivery Hero SE2.65% of assets$2.11M invested
- 7. Ocado Group PLC1.48% of assets$1.18M invested
- 8. M3 Inc0.61% of assets$483,563 invested
- 9. Tesla Inc0.64% of assets$511,665 invested
- 10. Sea Ltd ADR2.42% of assets$1.93M invested
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Financial performance
Performance data provided by
Find more financial data on BTLSX at Morningstar.com
Find more financial data on BTLSX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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