Baillie Gifford Positive Change Fund C AccumulationRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 81.0 | 11.4 | -21.5 | 9.8 | 0.9 |
![]() | +/-Cat | 57.3 | -3.2 | -3.4 | -6.2 | -10.2 |
![]() | +/-B’mrk | - | -6.7 | -2.5 | -12.5 | -15.2 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 15/07/2024 | GBP 2.79 | |
Day Change | 0.32% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BYVGKY80 | |
Fund Size (Mil) 15/07/2024 | GBP 2003.64 | |
Share Class Size (Mil) 28/06/2024 | GBP 508.05 | |
Max Initial Charge | - | |
Ongoing Charge 27/03/2024 | 0.02% |
Investment Objective: Baillie Gifford Positive Change Fund C 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 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 13/07/2017 |
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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 C Accumulation | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.23 |
![]() | ![]() | 7.96 |
![]() | ![]() | 7.46 |
![]() | ![]() | 6.90 |
![]() | ![]() | 5.20 |
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Baillie Gifford Positive Change Fund C Accumulation |