For donors with a long-term granting horizon, Baillie Gifford Global Positive Impact Stock Fund seeks growth companies with the potential to outperform the fund’s benchmark over the long term that the portfolio managers consider to have core ambitions of delivering positive change. 

ESG Global Stock, a proprietary blend of ESG U.S. Stock and ESG International Stock, provides a broad diversification of equities, including a global investment allocation, in a passively managed index fund that is professionally rebalanced daily to maintain target allocation. For donors with a higher risk threshold and long-term granting plans, this low-cost and professionally-rebalanced values-driven fund may be an option.

ESG U.S. Stock allows donors to align charitable investments with personal values. Companies are screened for certain ESG criteria, and the fund utilizes three levels of restrictiveness for exclusions, as companies are screened on primary (i.e., producer/manufacturer) and, in most cases, secondary (i.e., retailer/supplier) involvement in the ESG exclusion categories using revenue-based thresholds. Least restrictive categories include adult entertainment, alcohol, and gambling. Moderately restrictive categories include tobacco, cannabis, and conventional (military) weapons. Most restrictive categories include controversial weapons, civilian firearms, nuclear power, and fossil fuels. The index fund also excludes stocks of certain companies that the index provider determines do not meet standards of U.N. global compact principles and companies that do not meet certain diversity criteria.

ESG International Stock allows donors to align charitable investments with personal values. Companies are screened for certain ESG criteria, and the fund utilizes three levels of restrictiveness for exclusions, as companies are screened on primary (i.e., producer/manufacturer) and, in most cases, secondary (i.e., retailer/supplier) involvement in the ESG exclusion categories using revenue-based thresholds. Least restrictive categories include adult entertainment, alcohol, and gambling. Moderately restrictive categories include tobacco, cannabis, and conventional (military) weapons. Most restrictive categories include controversial weapons, civilian firearms, nuclear power, and fossil fuels. The index fund also excludes stocks of certain companies that the index provider determines do not meet standards of U.N. global compact principles and companies that do not meet certain diversity criteria.