Baillie Gifford Positive Change Fund B Accumulation

Morningstar Rating™(Relative to Category)31/07/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh5 star
5-Year--Not Rated
10-Year--Not Rated
OverallHighHigh5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Baillie Gifford Positive Change Fund B Accumulation
  • MSCI ACWI Growth NR USD
%
Volatility Measurements31/07/2020
 
3-Yr Std Dev17.38 %
3-Yr Mean Return32.52 %
 
3-Yr Sharpe Ratio1.60
 
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI USA Growth NR USD
3-Yr Beta1.111.01
3-Yr Alpha12.207.53
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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