Baillie Gifford Positive Change Fund

Select share classes

Baillie Gifford Positive Change Fund B Accumulation

Category Global Large-Cap Growth Equity
Sustainability Impact


star-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

340.80p

arrow-up4.10p (+1.22%)

Fund Code

BFPCA

BYVGKV5

GB00BYVGKV59

Prices updated as at 23 Dec 2024
|
Prices in GBX

Investment objective
Financial objective: The Sub-fund aims 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. Sustainability objective: The Sub-fund also aims to contribute to a more sustainable and inclusive world over rolling five-year periods (the “Impact”) The Sub-fund will contribute to a more sustainable and inclusive world (as defined in the Theory of Change1 which is set out below) through investing (at least 90%) in companies whose products and/or services contribute to the Impact by addressing critical social and/or environmental challenges.

Annual charges

Product charges
0.54
0.12
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 16 Dec 2024pdf
SDR Consumer facing disclosure02 Dec 2024pdf
Key Information Document / Technical Guide 02 Dec 2024pdf
Annual Reports 31 Aug 2024pdf
Interim Short Report 31 Aug 2024pdf
Annual Short Report 31 Jan 2024pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.