Baillie Gifford Positive Change Fund

Select share classes

Baillie Gifford Positive Change Fund B Income

Category Global Large-Cap Growth Equity
Sustainability Impact
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

316.80p

arrow-down-2.40p (-0.75%)

Fund Code

BFPCI

BYVGKX7

GB00BYVGKX73

Prices updated as at 28 Mar 2025
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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.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearBelow AverageHigh
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5 - yearAbove AverageHigh
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OverallAverageHigh
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  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

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

Risk measures as of 28 Feb 2025

Ratios1 year3 years5 years
-10.45-7.73-2.48
1.381.191.26
-0.90-0.71-0.08
73.7969.3067.33
0.140.070.52
16.7618.8421.93
9.4410.7113.12


Important Information

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