Baillie Gifford Positive Change Fund B IncomeRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 80.2 | 10.8 | -21.9 | 9.2 | 2.7 | |
+/-Cat | 56.5 | -3.8 | -3.8 | -6.8 | -6.5 | |
+/-B’mrk | - | -7.3 | -2.9 | -13.1 | -7.3 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 24/04/2024 | GBX 311.30 | |
Day Change | 2.13% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BYVGKX73 | |
Fund Size (Mil) 23/04/2024 | GBP 2076.85 | |
Share Class Size (Mil) 28/03/2024 | GBP 202.25 | |
Max Initial Charge | - | |
Ongoing Charge 02/04/2024 | 0.52% |
Morningstar Research |
Analyst Report | 20/06/2023 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Baillie Gifford Positive Change builds on the firm’s long-standing experience in growth investing, with an impact objective added on top. Nonetheless, some reservations about its investment team and the strategy’s bold portfolio hold back our... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 25 |
Process | 23 |
Performance | |
Price |
Investment Objective: Baillie Gifford Positive Change Fund B Income |
The Sub-fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in sterling, by at least 2% per annum over rolling five year periods. The Sub-fund also aims to contribute to a more sustainable and inclusive world through investing in companies whose products and/or services contribute to impact themes addressing critical social and/or environmental challenges, measured over at least a five-year period. The Sub-fund will invest at least 90% in shares of companies anywhere in the world whose products and/or services make a positive contribution to society and/or the environment in the investment manager’s opinion. Investments will be made in companies addressing critical challenges in areas according to impact themes, such as: social inclusion and education; environment and resource needs; healthcare and quality of life; and base of the pyramid (addressing the needs of the poorest four billion people in the world). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Kate Fox 03/01/2017 | ||
Lee Qian 03/01/2017 | ||
Click here to see others | ||
Inception Date 03/01/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP + 2% | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Baillie Gifford Positive Change Fund B Income | 29/02/2024 |
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Top 5 Holdings | Sector | % |
ASML Holding NV | Technology | 8.10 |
Taiwan Semiconductor Manufacturi... | Technology | 7.42 |
MercadoLibre Inc | Consumer Cyclical | 6.90 |
PT Bank Rakyat Indonesia (Perser... | Financial Services | 5.29 |
Shopify Inc Registered Shs -A- S... | Technology | 5.01 |
Increase Decrease New since last portfolio | ||
Baillie Gifford Positive Change Fund B Income |