Baillie Gifford Positive Change Fund B AccumulationRegister to Unlock Ratings |
Performance History | 28/02/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 10.8 | -21.9 | 9.3 | 4.3 | 1.2 |
![]() | +/-Cat | -3.7 | -3.8 | -6.8 | -10.9 | 0.0 |
![]() | +/-B’mrk | -7.2 | -2.9 | -13.0 | -19.7 | 1.4 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 28/03/2025 | GBX 323.20 | |
Day Change | -0.77% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BYVGKV59 | |
Fund Size (Mil) 28/03/2025 | GBP 1676.45 | |
Share Class Size (Mil) 28/02/2025 | GBP 1112.47 | |
Max Initial Charge | - | |
Ongoing Charge 06/02/2025 | 0.54% |
Morningstar Research |
Analyst Report | 02/05/2024 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 Accumulation |
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 will invest at least 90% in shares or other transferable securities (such as ADRs) of companies anywhere in the world whose products and/or services contribute to the Impact. The Impact Outcomes may evolve over time and are reviewed by the Investment Adviser on a regular basis. The Sub-fund will be actively managed, concentrated and will invest in companies of any size, and in any sector, provided they are assessed in line with the Investment Adviser’s proprietary qualitative framework and Theory of Change as having products and/or services which contribute to the Impact. |
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 Accumulation | 31/01/2025 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.82 |
![]() | ![]() | 6.66 |
![]() | ![]() | 5.60 |
![]() | ![]() | 5.39 |
![]() | ![]() | 5.10 |
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Baillie Gifford Positive Change Fund B Accumulation |