Baillie Gifford Positive Change Fund B Income
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
296.70p
-4.20p (-1.40%)
Fund Code
BFPCI
BYVGKX7
GB00BYVGKX73
Prices updated as at 04 Apr 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 Mar 14 - 31 Mar 15 | - | - |
| 31 Mar 15 - 31 Mar 16 | - | - |
| 31 Mar 16 - 31 Mar 17 | - | - |
| 31 Mar 17 - 31 Mar 18 | 29.39 | 5.73 |
| 31 Mar 18 - 31 Mar 19 | 10.96 | 9.79 |
| 31 Mar 19 - 31 Mar 20 | 15.93 | -0.88 |
| 31 Mar 20 - 31 Mar 21 | 79.38 | 39.08 |
| 31 Mar 21 - 31 Mar 22 | 2.05 | 4.02 |
| 31 Mar 22 - 31 Mar 23 | -9.34 | -4.13 |
| 31 Mar 23 - 31 Mar 24 | 7.00 | 19.19 |
| 31 Mar 24 - 31 Mar 25 | -5.10 | -1.62 |
Trailing returns (%)
| Year | This fund | Global Large-Cap Growth Equity |
|---|---|---|
| 1 Day | -2.68 | -2.07 |
| 1 Month | -9.48 | -8.87 |
| 3 Months | -9.67 | -8.66 |
| 6 Months | -3.94 | -3.96 |
| 1 Year | -5.56 | -2.38 |
| 3 Years annualised | -3.19 | 3.20 |
| 5 Years annualised | 11.20 | 10.46 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
