Baillie Gifford Positive Change B Inc


Fund Info

  • Yield History0.38%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkMSCI ACWI NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.60%
  • SectorGlobal
  • Manager GroupBaillie Gifford
  • DomicileUnited Kingdom

Investment Strategy

The objective is to produce capital growth over the long term. Investment will be primarily in equities of companies whose products or behaviour, in the ACD’s opinion, make a positive impact. This will include companies addressing critical challenges in areas such as, but not limited to; education, social inclusion, healthcare and the environment. The Sub-fund may also be invested in other transferable securities, money market instruments, collective investment schemes, deposits, cash and near cash. The Sub-fund will be invested globally and the portfolio will be concentrated. Investments will be made following a process of fundamental business analysis by the Investment Advisor using its own research to identify companies where delivering a positive impact is core to their business and whose products or services represent an improvement to the status quo.