Offshore Trusts ManCo List Funds by Name Funds by Category Word Search FAQ

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) 1 349 720   Sector Rank: 128 out of 164 (lump sum over 3 years to 30 Apr 2026)   Overall Rank: 319 out of 517 (lump sum over 3 years to 30 Apr 2026)   R20000 invested on 30 Apr 2023 was worth R23 838 at 30 Apr 2026 (6.03% annual compound return)   R5000 per month since 30 Apr 2023 was worth R192 412 at 30 Apr 2026 (4.29% 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 2025 Share (Sector) Value (GBP) % of fund ASMLHOLDING (Goods & Services) 70 185 5.20% MERCADOLIBRE (Financial Services) 67 486 5.00% Shopify (Retail) 66 136 4.90% MSFT.US () 64 787 4.80% DEERE&CO (Goods & Services) 53 989 4.00% NUHOLDINGSLTD (Banks) 52 639 3.90% ALNPHA INC (Healthcare) 49 940 3.70% AUTODESK (Technology) 48 590 3.60% HDFCBANK (Banks) 45 890 3.40% TOTALS 519 642 38.50%

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