Baillie Gifford Positive Change Class B - Accumulation (GBP)

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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

The Baillie Gifford Positive Change fund aims to deliver long-term growth by investing in companies capable of disrupting entire industries, where sustainability gives them an advantage over competitors. Every investment should have a positive impact on the environment or society, so the fund could work well as part of a...

Dominic Rowles | 8 November 2021

In this fund update, Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of the Baillie Gifford Positive Change fund.

Investment Objective The Sub-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. Investment Policy The Sub-fund will invest at least 90% in shares of companies anywhere in the world whose products or behaviour make a positive impact on society and/or the environment in the investment manager’s opinion. Investments will be made in companies addressing critical challenges in areas such as, but not limited to; education, social inclusion, healthcare and the environment. The Sub-fund will be actively managed, concentrated and will invest in shares of companies of any size, any country and in any sector. Investments will be made following a process of fundamental business analysis by the investment manager 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. To the extent that the Sub-fund is not fully invested in shares, the Sub-fund may also invest in other transferable securities of companies anywhere in the world, money market instruments, deposits and cash. The Sub-fund may not invest in or otherwise use derivatives

Historic yield :	0.28%
Income paid:	Annually
Type of payment:	Dividend
Ex-dividend date:	31 December 2022
Payment date:	28 February 20234

This data is provided by Broadridge. HL accepts no responsibility for its accuracy and you should independently check data before making any investment decision. All yields are variable and not guaranteed. Information correct as at 31 December 2020.