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Part of our Foundation Fundlist Baillie Gifford Positive Change B Inc

ISIN: GB00BYVGKX73 | MEX: BGILA | CITI: NGPC

  • Buy 317 GBX

  • Sell 317 GBX

  • Price Change -1.58340%

Past Performance

  • 16th Apr 2019 to 16th Apr 202018.92%
  • 16th Apr 2020 to 16th Apr 202184.67%
  • 16th Apr 2021 to 16th Apr 2022-10.22%
  • 16th Apr 2022 to 16th Apr 2023-4.24%
  • 16th Apr 2023 to 16th Apr 20242.98%
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Objectives and Approach

The fund aims to outperform (after deduction of costs) the MSCI AC World Index, as stated in sterling, by at least 2% per annum over rolling five-year periods.

Key Information

Inception 3rd Jan 2017
Historic Yield 0.3000%
Sector IA Global
Fund Size £2189.250mn
Fund Type OEIC
Classification Income

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. 		0.7255%
Initial Charge 0%
AMC 0.50%
Our Platform Charge
We charge a platform fee starting at 0.35% for the first £250,000 of assets. Our charges for assets above £250,000 are shown on our rates and charges sheet 		0.35%

Part of our Foundation Fundlist 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

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

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
Our annual fee

Our annual fee

Includes our platform fee at 0.35% per annum for Funds (up to £250,000) and Stocks & Shares (min £24 max £240), plus SIPP administration fee (if applicable, only charged if <£30,000 held) - see here 		0.35%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		0.7255%
Total (£)

Total (£)

Costs per annum displayed in monetary value
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
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
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
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
What you might get back at with charges applied

What you might get back at with charges applied

These 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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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        -0.09% 1.96% 11.22% 2.98% -11.46% 94.43%

        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:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      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.

      Fund Provider Factsheet
      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. &nbsp;
      FUND PROVIDER FACTSHEET
      160,664 bytes PDF Document; last updated 29 Feb 2024
      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      48,299 bytes PDF Document; last updated 02 Apr 2024
      Annual Report A report published by the Fund Management Group detailing the progress of the fund during the course of the previous 12 months. The information provided includes a financial statement for the group as a whole.
      ANNUAL REPORT
      3,152,160 bytes PDF Document; last updated 31 Dec 2023
      Semi Annual Report Published periodically through the course of the financial year of the fund, the report provides an overview of the fund's performance and the prospects for the remainder of the year. Included are portfolio changes (i.e. which stocks have been bought and sold), and changes in the geographical breakdown during the course of the previous 12 months.
      SEMI-ANNUAL REPORT
      2,734,062 bytes PDF Document; last updated 30 Jun 2023
      Prospectus This is a formal document which contains details of the funds' objectives, investment strategies, risks, performance, distribution policy, fees and expenses and, fund management style.  A fund’s prospectus must be lodged with the Financial Conduct Authority (FCA) for authorisation.
      PROSPECTUS
      1,136,564 bytes PDF Document; last updated 30 Nov 2023
      GET ADOBE READER

      Management Team

      Apricot Wilson Edward Whitten Lee Qian Kate Fox Thaiha Nguyen

      Apricot Wilson has managed this fund for 6 months.

      Apricot Wilson Apricot joined Baillie Gifford in 2022 and is a Senior Impact Analyst in the Positive Change Team. She is a CFA Charterholder and has an MBA from the China Europe International Business School in Shanghai. Her first degree was in Modern and Medieval Languages from the University of Cambridge. 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. 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

      Performance Graph

      All funds managed by Apricot

      Name of Security Sole/Co Managed Since
      Baillie Gifford PostivChng Co Sep 2023
      Baillie Gifford WwPstvChng Co Sep 2023

      Edward Whitten has managed this fund for 3 years and 7 months.

      Edward Whitten 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. Ed joined Baillie Gifford in 2018 and is an Impact Director and decision maker in the Positive Change Team. He graduated with a BA (Hons) in History from Newcastle University in 2008 and an MSc in Sustainable Development from London’s School of Oriental and African Studies in 2020.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Edward

      Name of Security Sole/Co Managed Since
      Baillie Gifford PostivChng Co Sep 2020
      Baillie Gifford WwPstvChng Co Sep 2020

      Lee Qian 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. Lee joined Baillie Gifford in 2012 and is an Investment Manager and decision maker in the Positive Change Team. He is a CFA Charterholder and graduated BA (Hons) in Economics and Management from the University of Oxford in 2012.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      N/A

      Name of Security Sole/Co Managed Since
      Baillie Gifford PostivChng Co Jan 2017
      Baillie Gifford WwPstvChng Co May 2018

      Kate Fox has managed this fund for 7 years and 3 months.

      Kate Fox 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. Kate joined Baillie Gifford in 2002 and is an Investment Manager and decision maker in the Positive Change Team, as well as a Partner of the firm. She graduated MA in Economics and Maths from the University of Edinburgh in 2001.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Kate

      Name of Security Sole/Co Managed Since
      Baillie Gifford PostivChng Co Jan 2017
      Baillie Gifford WwPstvChng Co May 2018

      Thaiha Nguyen has managed this fund for 9 months.

      Thaiha Nguyen 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. Thaiha joined Baillie Gifford in 2014 and is an Investment Manager and decision maker in the Positive Change Team. She is a CFA Charterholder and graduated BA (Hons) in Economics from the University of Cambridge in 2014.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Thaiha

      Name of Security Sole/Co Managed Since
      Baillie Gifford PostivChng Co Jul 2022
      Baillie Gifford WwPstvChng Co Jul 2022

      Investment involves risk. You may get back less than invested.