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Baillie Gifford Positive Change Fund (GBP) - B
Baillie Gifford Positive Change Fund (GBP) - B
Baillie Gifford Investment Management Company
Baillie Gifford Positive Change Fund (GBP) - B
Regional Portfolio Structure(Semi-Annual Comparison)
Sectorial Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Equity-General
Size: (GBP) 1 819 860
 
Sector Rank: 144 out of 148
(lump sum over 3 years to 28 Feb 2025)
 
Overall Rank: 322 out of 486
(lump sum over 3 years to 28 Feb 2025)
 
R20000 invested on 28 Feb 2022 was worth R25 329 at 28 Feb 2025
(8.19% annual compound return)
 
R5000 per month since 28 Feb 2022 was worth R210 723 at 28 Feb 2025
(10.02% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
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 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 manager believes this is an appropriate target given the investment policy of the Fund and the approach taken by the manager when investing.

In addition, the manager believes an appropriate performance comparison for this Fund is the Investment Association Global Sector. There is no guarantee that this objective will be achieved over any time period and actual investment returns may differ from this objective, particularly over shorter time periods.
 
Technical Overview
Base currency: GBP Pricing system: Forward
Formation date: 03 Jan 2017
 
Top holdings on 31 Dec 2024
Share (Sector) Value (GBP) % of fund
MELI.US () 112 831 6.20%
Shopify (Retail) 111 011 6.10%
ASMLHOLDING (Goods & Services) 90 993 5.00%
AUTODESK (Technology) 80 074 4.40%
HDFCBANK (Banks) 76 434 4.20%
BANKRAKYAT (Banks) 70 975 3.90%
ALNPHA INC (Healthcare) 67 335 3.70%
ECOLABINC (Cyclical Goods & Services) 65 515 3.60%
TOTALS 675 168 37.10%

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