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
305.30p
-3.00p (-0.97%)
Fund Code
BFPCI
BYVGKX7
GB00BYVGKX73
Prices updated as at 18 Apr 2024
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 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. The Sub-fund will invest at least 90% in shares of companies anywhere in the world whose products and/or services make a positive contribution to society and/or the environment in the investment manager’s opinion. Investments will be made in companies addressing critical challenges in areas according to impact themes, such as: social inclusion and education; environment and resource needs; healthcare and quality of life; and base of the pyramid (addressing the needs of the poorest four billion people in the world).
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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
Growth of 1,000 as of 19 Apr 2024, 11:04
Trailing returns (%) as of 19 Apr 2024, 11:04
Annual performance (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
31 Mar 13 - 31 Mar 14 | - | - |
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 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | -0.97 | -0.86 |
1 Month | -3.29 | -1.63 |
3 Months | 0.73 | 6.66 |
6 Months | 7.38 | 12.65 |
1 Year | -0.34 | 13.93 |
3 Years annualised | -5.50 | 2.41 |
5 Years annualised | 13.48 | 9.12 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.