Key Stats
NAV
27/08/2021
 GBX 420.60
Day Change -0.45%
Morningstar Category™ Global Large-Cap Growth Equity
IA (formerly IMA) Sector Global
ISIN GB00BYVGKV59
Fund Size (Mil)
-
 -
Share Class Size (Mil)
30/07/2021
 GBP 312.28
Max Initial Charge -
Ongoing Charge
07/05/2021
  0.53%
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
PeopleAverage
ParentHigh
ProcessAverage
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
Trailing Returns (GBP)27/08/2021
YTD23.05
3 Years Annualised34.70
5 Years Annualised-
10 Years Annualised-
Management

Manager Name

Start Date

Kate Fox

03/01/2017

Lee Qian

03/01/2017

Inception Date

03/01/2017

Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI GR GBPMSCI ACWI Growth NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Baillie Gifford Positive Change Fund B Accumulation30/06/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.310.0099.31
Bond0.000.000.00
Property0.000.000.00
Cash0.690.000.69
Other0.000.000.00

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