Baillie Gifford Worldwide Positive Change Fund

Offshore Trusts

ManCo List

Funds by Name

Funds by Category

Word Search

FAQ

Baillie Gifford Worldwide Positive Change Fund

Baillie Gifford Worldwide Positive Change Fund

Baillie Gifford Investment Management Company
	Baillie Gifford Worldwide Positive Change Fund
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 1 460 100

Sector Rank:	140 out of 145
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	445 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R19 033 at 30 Nov 2024
((1.64)% annual compound return)

R5000 per month since 30 Nov 2021 was worth R212 175 at 30 Nov 2024
(10.45% 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
The Fund invests in an actively managed portfolio of 25-50 global high quality growth companies which can deliver positive change in one of four current areas: Social Inclusion and Education, Environment and Resource Needs, Healthcare and Quality of Life; and Base of the Pyramid (addressing the needs of the world's poorest populations). The Positive Change Decision Makers generate ideas from a diverse range of sources. With a focus on fundamental in-house research, the team complete a two stage analysis of all holdings, looking at both the financial and positive change aspects case for each stock using a consistent framework. The output is a high conviction and differentiated portfolio. We aim for a low turnover, around 20% per annum over the long run.

Technical Overview
Benchmark:	MSCI ACWI Index
Base currency:	USD	Pricing system:	Forward
Formation date:	08 May 2018