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Baillie Gifford Positive Change Fund

The Positive Change Fund aims to contribute towards a more sustainable world for future generations whilst making attractive long-term returns for investors.

Baillie Gifford launched their Positive Change fund in January 2017, its first product focused solely on investing in companies making a positive social impact by addressing issues such as education, the environment and healthcare.

The firm said the fund differs from many ESG-focused vehicles, which filter out names perceived to cause harm, as it specifically invests in companies where the aim to contribute towards a more sustainable and inclusive world is core to their business.

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 social 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.

 

For full details of all funds available through a Platform along with Performance, Fact Sheets and Key Investor Information Documents please follow the link below:

https://digital.feprecisionplus.com/aegonc

FUND FACTS
Fund Name Baillie Gifford Positive Change
Fund Manager(s) Julia Angeles, Kate Fox
Launch Date 3 January 2017
Offer Closes Closed
Product Type OEIC (UK)
Available as an ISA Yes
Distribution Frequency Annually
XD Dates 31 December
Pricing Frequency Daily
Historic Yield 0.26%
Share Class B
Fund Charges
Initial charge: 0.00%
Fund Manager Ongoing Charge: 0.60%
Total Service Fee p.a. 0.43%

Documents:

Baillie Gifford Positive Change Fact Sheet

Download

Baillie Gifford Positive Change KIID

Download

Platform Business ISA & Non-ISA Application Form

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