Baillie Gifford Positive Change B Acc

Ranked 423 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 : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
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

30/04/2019

Top 10 Holdings

Stock Size
Illumina Inc ORD 6.87%
Taiwan Semiconductor Manufacturing Co Ltd ORD 5.38%
Chr Hansen Holding A/S ORD 5.23%
ASML Holding NV ORD 5.09%
Kingspan Group PLC ORD 4.53%
Bank Rakyat Indonesia (Persero) Tbk PT ORD 4.51%
Tencent Holdings Ltd ORD 4.32%
Tesla Inc ORD 4.27%
DexCom Inc ORD 4.21%
M3 Inc ORD 4.19%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/01/2017
  • Share Class size120Mn
  • Base currencyGBP
  • ISIN GB00BYVGKV59

Purchase Info

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

Charges

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

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