Baillie Gifford Worldwide Positive Change Fund Class B CHF AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 12.2 | -21.2 | 8.6 | -4.3 |
![]() | +/-Cat | - | -2.3 | -3.1 | -7.5 | -13.2 |
![]() | +/-B’mrk | - | -5.8 | -2.2 | -13.8 | -17.9 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 14/08/2024 | CHF 9.95 | |
Day Change | 0.98% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | IE00BN15WJ73 | |
Fund Size (Mil) 14/08/2024 | USD 1338.70 | |
Share Class Size (Mil) 14/08/2024 | CHF 0.11 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.57% |
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 Worldwide Positive Change Fund Class B CHF Acc |
The investment objectives of the Fund are to produce capital growth over the long term and to contribute towards a more sustainable and inclusive world by investing primarily in the equities of companies whose products and/or services make a positive social and/or environmental impact. The Fund may also invest in other transferable securities, money market instruments, cash and cash equivalents. |
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Management | ||
Manager Name Start Date | ||
Kate Fox 08/05/2018 | ||
Lee Qian 08/05/2018 | ||
Click here to see others | ||
Inception Date 29/10/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR EUR | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Baillie Gifford Worldwide Positive Change Fund Class B CHF Acc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.27 |
![]() | ![]() | 7.44 |
![]() | ![]() | 7.22 |
![]() | ![]() | 5.57 |
![]() | ![]() | 5.46 |
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Baillie Gifford Worldwide Positive Change Fund Class B CHF Acc |