Baillie Gifford Positive Change Fund

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Baillie Gifford Positive Change Fund B Accumulation

Category Global Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

353.70p

arrow-up7.40p (+2.14%)

Fund Code

BFPCA

BYVGKV5

GB00BYVGKV59

Prices updated as at 28 Jan 2025

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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Baillie Gifford & Co Limited.

Fund launch date

03 Jan 2017

Domicile

United Kingdom

UCITS

Yes

Fund manager

Kate Fox

Manager start date

03 Jan 2017

Fund manager biography

Ms. Fox joined Baillie Gifford in 2002 and will become a Partner of Baillie Gifford & Co, on May 1, 2020. She is a portfolio manager for the Positive Change strategy and a member of the Positive Change and Pan-European Smaller Companies Portfolio Construction Groups. Ms. Fox is a CFA Charterholder and graduated MA in Economics and Maths from the University of Edinburgh in 2001. Ms. Fox has been a member of since the Baillie Gifford Funds's inception in 2017

Fund manager

Lee Qian

Manager start date

03 Jan 2017

Fund manager biography

Mr. Qian Joined Baillie Gifford in 2012 and is a portfolio manager for the Positive Change strategy and a member of the Positive Change Portfolio Construction Group. He is a CFA Charterholder. Mr. Qian graduated BA (Hons) in Economics and Management from the University of Oxford in 2012. Mr. Qian has been a member of the team since the Baillie Gifford Fund's inception in 2017.

Head office

Calton Square

1 Greenside Row

Edinburgh

United Kingdom

EH1 3AN

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