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
323.40p
7.30p (+2.31%)
Fund Code
BFPCA
BYVGKV5
GB00BYVGKV59
Prices updated as at 20 Mar 2025
|
Prices in GBX
Investment 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. The Sub-fund will invest at least 90% in shares or other transferable securities (such as ADRs) of companies anywhere in the world whose products and/or services contribute to the Impact. The Impact Outcomes may evolve over time and are reviewed by the Investment Adviser on a regular basis. The Sub-fund will be actively managed, concentrated and will invest in companies of any size, and in any sector, provided they are assessed in line with the Investment Adviser’s proprietary qualitative framework and Theory of Change as having products and/or services which contribute to the Impact.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | Global Large-Cap Growth Equity |
|---|---|---|
| 31 Dec 14 - 31 Dec 15 | - | - |
| 31 Dec 15 - 31 Dec 16 | - | - |
| 31 Dec 16 - 31 Dec 17 | - | - |
| 31 Dec 17 - 31 Dec 18 | 5.38 | -4.74 |
| 31 Dec 18 - 31 Dec 19 | 25.86 | 24.23 |
| 31 Dec 19 - 31 Dec 20 | 80.08 | 23.70 |
| 31 Dec 20 - 31 Dec 21 | 10.83 | 14.57 |
| 31 Dec 21 - 31 Dec 22 | -21.88 | -18.08 |
| 31 Dec 22 - 31 Dec 23 | 9.26 | 16.02 |
| 31 Dec 23 - 31 Dec 24 | 4.30 | 15.19 |
Trailing returns (%)
| Year | This fund | Global Large-Cap Growth Equity |
|---|---|---|
| 1 Day | 2.31 | 0.66 |
| 1 Month | -10.86 | -7.93 |
| 3 Months | -3.95 | -3.50 |
| 6 Months | 0.53 | 1.41 |
| 1 Year | -0.43 | 2.73 |
| 3 Years annualised | 0.13 | 5.77 |
| 5 Years annualised | 12.20 | 11.51 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
