Baillie Gifford Positive Change Fund B AccumulationRegister to Unlock Ratings |
| Performance History | 30/04/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | 5.4 | 25.9 | 80.1 | 10.8 | -18.5 |
| +/-Cat | 10.1 | 1.6 | 56.4 | -3.7 | -4.9 |
| +/-B’mrk | 7.8 | -1.7 | 50.6 | -7.4 | -5.0 |
| Category: Global Large-Cap Growth Equity | ||||||
| Category Benchmark: MSCI ACWI Growth NR USD | ||||||
| Key Stats | ||
| NAV 20/05/2022 | GBX 281.90 | |
| Day Change | 3.07% | |
| Morningstar Category™ | Global Large-Cap Growth Equity | |
| IA (formerly IMA) Sector | Global | |
| ISIN | GB00BYVGKV59 | |
| Fund Size (Mil) - | - | |
| Share Class Size (Mil) 29/04/2022 | GBP 2068.73 | |
| Max Initial Charge | - | |
| Ongoing Charge 08/04/2022 | 0.53% | |
| Morningstar Research |
| Analyst Report |
Baillie Gifford Positive Change builds on the firm’s long-standing experience in growth investing, with an impact objective added on top. Its team is reasonably resourced and effectively leverages the firm’s other equity teams. We initiate... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Average |
| Parent | High |
| Process | Average |
| Performance | |
| Price | |
| Investment Objective: Baillie Gifford Positive Change Fund B Accumulation |
| The fund aims to outperform (after deduction of costs) the MSCI AC World Index, as stated in sterling, by at least 2% per annum over rolling five-year periods. The fund will invest at least 90% in shares of companies anywhere in the world whose products or behavior make a positive impact on society and/or the environment in the investment manager’s opinion. Investments will be made in companies addressing critical challenges in areas such as, but not limited to; education, social inclusion, healthcare and the environment. The fund will be actively managed, concentrated and will invest in shares of companies of any size, any country and in any sector. |
| Returns | |||||||||||||
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| Management | ||
Manager Name Start Date | ||
Kate Fox 03/01/2017 | ||
Lee Qian 03/01/2017 | ||
Inception Date 03/01/2017 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| MSCI ACWI NR GBP | MSCI ACWI Growth NR USD |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Baillie Gifford Positive Change Fund B Accumulation | 28/02/2022 |
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 Increase Decrease  New since last portfolio | ||
| Baillie Gifford Positive Change Fund B Accumulation | ||
