Baillie Gifford Positive Change B Acc
ISIN: GB00BYVGKV59 | MEX: BGILC | CITI: NGPB
Sustainability Labels
Information on the sustainability labels can be found here.-
Buy 315.7 GBX
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Sell 315.7 GBX
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Price Change 0.44540%
Past Performance
- 30th Apr 2020 to 30th Apr 202173.04%
- 30th Apr 2021 to 30th Apr 2022-16.12%
- 30th Apr 2022 to 30th Apr 2023-2.68%
- 30th Apr 2023 to 30th Apr 20243.02%
- 30th Apr 2024 to 30th Apr 20251.71%
Objectives and Approach
The 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 fund also aims to contribute to a more sustainable and inclusive world through investing in companies whose products and/or services contribute to impact themes addressing critical social and/or environmental challenges, measured over at least a five-year period.
Key Information
Inception | 3rd Jan 2017 |
Historic Yield | 0.1000% |
Sector | IA Global |
Fund Size | £1658.839mn |
Fund Type | OEIC |
Classification | Accumulation |
Charges
Total Ongoing Charges
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. |
0.6702% |
Initial Charge | 0% |
AMC | 0.50% |
Our Platform Charge We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet |
0.30% |
Part of our Foundation Fundlist
WHY IS THIS FUND ON OUR FOUNDATION FUNDLIST?
Cost and Charges Information
This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product
Account Type
Annual charges
These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate
Cost Category | % of Investment | lump sum costs |
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Our annual fee
Our annual feeIncludes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here |
0.30% | |
Dealing charges
Dealing chargesAny one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available |
N/A | |
Product provider costs
Product provider costsProduct provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs |
0.6702% | |
Total (£)
Total (£)Costs per annum displayed in monetary value |
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Total (%)
Total (%)Costs per annum displayed as a percentage of investment value |
Cumulative effect of charges on your investment's return
This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges
lump sum invested with an assumed growth rate of | 1 year | years |
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What you might get back at with no charges applied
What you might get back at with no charges appliedThese are the illustrative values of a investment after growth and no costs applied at the end of the defined period |
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Annual charges
Annual chargesThese are the annual costs based on an initial investment amount of assuming a net zero growth rate |
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Effect of charges on return (%)
Effect of charges on return (%)These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate |
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Effect of charges on return (£)
Effect of charges on return (£)These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate |
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What you might get back at with charges applied
What you might get back at with charges appliedThese are the illustrative values of a investment after growth and costs at the end of the defined period |
This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use
Performance
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Chart Options
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This fund's IA Sector (IA Global)
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Current Comparators -
Cumulative Performance
1 month 3 months 6 months 1 year 3 years 5 years -2.32% -10.74% -3.46% 1.71% 1.97% 48.01%
Important Information
Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.
The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.
Composition
View Fund Allocation by:
Important Documents
The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.
The Fact Sheet is supplied on a monthly basis by the management group and provides limited information on the fund. Past performance data and a review of how the fund has performed are commonly featured.
192,866 bytes PDF Document; last updated 28 Feb 2025
50,288 bytes PDF Document; last updated 06 Feb 2025
3,152,160 bytes PDF Document; last updated 31 Dec 2023
3,040,937 bytes PDF Document; last updated 30 Jun 2024
1,250,936 bytes PDF Document; last updated 31 Jan 2025
Management Team
Thaiha Nguyen Lee Qian Kate Fox Apricot Wilson Edward Whitten
Thaiha Nguyen
has managed this fund for 2 years and 9 months.
Thaiha is an investment manager and decision maker in the Positive Change Team. She joined Baillie Gifford in 2014 and moved full-time to Positive Change in 2021 after two years of working with the team as a portfolio advisor from our US Equities team. She is a CFA Charterholder and graduated BA (Hons) in Economics from the University of Cambridge in 2014.Thaiha believes that we are entering the golden age of technological innovations and impact entrepreneurship. The combination of the two will be a powerful driver of a thriving, sustainable and inclusive world. In her view, investors could play a critical role to support ambitious entrepreneurs that leverage technologies to bring creative solutions to global challenges.
Manager Cumulative Performance v Peer Group
All funds managed by Thaiha
Name of Security | Sole/Co | Managed Since |
---|---|---|
Baillie Gifford WwPstvChng | Co | Jul 2022 |
Baillie Gifford PostivChng | Co | Jul 2022 |
Lee Qian
has managed this fund for 8 years and 3 months.
Lee is an investment manager and decision maker in the Positive Change Team. He joined Baillie Gifford in 2012 and has previously worked as an analyst on the Developed Asia, International Growth, Global Income Growth and International Alpha strategies. Lee is a CFA Charterholder and graduated BA (Hons) in Economics and Management from the University of Oxford in 2012. Lee grew up in China during a period of incredible economic and social progress, when hundreds of millions of people were lifted out of poverty and the standard of living improved for the majority of the population. Witnessing that has influenced Lee deeply and he has been interested in development since.
Manager Cumulative Performance v Peer Group
All funds managed by Lee
Name of Security | Sole/Co | Managed Since |
---|---|---|
Baillie Gifford WwPstvChng | Co | May 2018 |
Baillie Gifford PostivChng | Co | Jan 2017 |
Kate Fox
has managed this fund for 8 years and 3 months.
Kate is an investment manager and decision maker in the Positive Change Team. Kate joined Baillie Gifford in 2002 and became a partner of the firm in 2020. She is a CFA Charterholder and graduated MA in Economics and Maths from the University of Edinburgh in 2001. Kate believes the financial community plays a crucial role in creating a more sustainable world for future generations. Kate’s experience analysing smaller companies has left her with a natural enthusiasm for businesses that address unmet needs or challenge the status quo, as well as an appreciation of their long-term potential.
Manager Cumulative Performance v Peer Group
All funds managed by Kate
Name of Security | Sole/Co | Managed Since |
---|---|---|
Baillie Gifford WwPstvChng | Co | May 2018 |
Baillie Gifford PostivChng | Co | Jan 2017 |
Apricot Wilson
has managed this fund for 6 months.
Apricot is a senior impact analyst and decision maker in the Positive Change Team. She joined Baillie Gifford in 2023. Prior to working at Baillie Gifford, Apricot completed the graduate training programme at Aberdeen Asset Management, before working for Investing for Development SICAV, a Luxembourg-based blended fund focused on development finance. Apricot is a CFA Charterholder and graduated MBA from the China Europe International Business School in Shanghai. Her first degree was in Modern and Medieval Languages from the University of Cambridge. Having worked in development, Apricot has been impressed by the power of financial markets to generate positive societal change. She has a particular interest in opportunities which support those living at the base of the economic pyramid.
Manager Cumulative Performance v Peer Group
All funds managed by Apricot
Name of Security | Sole/Co | Managed Since |
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Baillie Gifford WwPstvChng | Co | Sep 2023 |
Baillie Gifford PostivChng | Co | Sep 2023 |
Edward Whitten
has managed this fund for 4 years and 6 months.
Ed is an impact director and decision maker in the Positive Change Team. He joined Baillie Gifford in 2018. Prior to joining Baillie Gifford, Ed worked for three years in a consultancy advising investors, insurers and corporates on risk management and social impact in emerging and frontier markets. Ed started his career as an officer in the British Army, latterly working in a cross-government role on the UK government. Ed graduated BA (Hons) in History from Newcastle University in 2008 and MSc in Sustainable Development from London’s School of Oriental and African Studies in 2020. Ed’s experience of working in and studying developing countries drives his desire to work towards a more sustainable future that leaves no one behind. Ed believes that thoughtful and responsible investment in companies achieving financial, social and environmental returns has enormous potential to catalyse positive change in the corporate landscape, build trust in capital markets and help support solutions to global challenges.
Manager Cumulative Performance v Peer Group
All funds managed by Edward
Name of Security | Sole/Co | Managed Since |
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Baillie Gifford WwPstvChng | Co | Sep 2020 |
Baillie Gifford PostivChng | Co | Sep 2020 |