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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) 1 817 580
 
Sector Rank: 143 out of 145
(lump sum over 3 years to 30 Nov 2024)
 
Overall Rank: 452 out of 485
(lump sum over 3 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2021 was worth R18 830 at 30 Nov 2024
((1.99)% annual compound return)
 
R5000 per month since 30 Nov 2021 was worth R209 926 at 30 Nov 2024
(9.79% 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 30 Sep 2024
Share (Sector) Value (GBP) % of fund
MERCADOLIBRE (Financial Services) 161 765 8.90%
ALNPHA INC (Healthcare) 110 872 6.10%
ASMLHOLDING (Goods & Services) 109 055 6.00%
Shopify (Retail) 96 332 5.30%
BANKRAKYAT (Banks) 90 879 5.00%
NUHOLDINGSLTD (Banks) 89 061 4.90%
HDFCBANK (Banks) 85 426 4.70%
AUTODESK (Technology) 81 791 4.50%
TOTALS 825 181 45.40%

Site Last Updated: 23 December 2024
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