Baillie Gifford Positive Change B Acc

Ranked 69 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The objective is to produce capital growth over the long term. Investment will be primarily in equities of companies whose products or behaviour, in the ACDs opinion, make a positive impact. This will include companies addressing critical challenges in areas such as, but not limited to; education, social inclusion, healthcare and the environment.The Sub-fund will be invested globally and the portfolio will be concentrated.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 5.4% 1.5% 10.7% 8.4% -13.5%
2017 8.1% 8.2% 8.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Illumina Inc ORD 6.55%
Tesla Inc ORD 5.82%
Abiomed Inc ORD 5.57%
DexCom Inc ORD 5.20%
Chr Hansen Holding A/S ORD 5.18%
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.89%
ASML Holding NV ORD 4.55%
Umicore SA ORD 4.31%
Bank Rakyat Indonesia (Persero) Tbk PT ORD 4.30%
Tencent Holdings Ltd ORD 4.08%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/01/2017
  • Share Class size69Mn
  • Base currencyGBP
  • ISIN GB00BYVGKV59

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).