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

346.30p

arrow-up0.10p (+0.03%)

Fund Code

BFPCA

BYVGKV5

GB00BYVGKV59

Prices updated as at 07 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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Low
Morningstar risk	High
Morningstar rating	star-filled
5 - year
Morningstar return	Above Average
Morningstar risk	High
Morningstar rating	star-filledstar-filledstar-filled
Overall
Morningstar return	Average
Morningstar risk	High
Morningstar rating	star-filledstar-filled

Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Dec 2024

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-17.36	-10.60
	1.02	1.24
	-2.19	-0.94
	55.40	70.73
	-0.01	-0.26
	13.39	20.70
	8.96	11.65

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.

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