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Baillie Gifford Positive Change Fund

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.

The Positive Change 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, and to deliver a positive change by contributing towards a more sustainable and inclusive world. There is no guarantee that this performance objective will be achieved over any time period and actual investment returns may differ from this objective, particularly over shorter time periods.

The manager believes this is an appropriate performance target given the investment policy of the Fund and the approach taken by the manager when investing. In addition, the manager believes an appropriate performance comparison for this Fund is the Investment Association Global Sector.

FUND FACTS
Fund Name Baillie Gifford Positive Change Fund
Fund Manager(s) Kate Fox
Launch Date 3rd January 2017
Offer Period Closed
Product Type OEIC (UK)
Available as an ISA Yes
Distribution Frequency Annual
XD Dates December
Pricing Frequency Daily
Fund Size £1,053.34m
Share Class B Class
Available through FundsNetwork & Aegon Yes
Fund Charges
Initial charge: 0.00%
Fund Manager Ongoing Charge: 0.53%
Total Service Fee p.a. 0.43%

Documents:

Baillie Gifford Positive Change Fund - Key Features

Download

Baillie Gifford Positive Change Fund - Factsheet

Download

Platform Business ISA & Non-ISA Application Form

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