Profile's ShareData Online
Offshore Trusts
ManCo List
Funds by Name
Funds by Category
Word Search
FAQ
Baillie Gifford Positive Change Fund (GBP) - B
Baillie Gifford Positive Change Fund (GBP) - B
Baillie Gifford Investment Management Company
Baillie Gifford Positive Change Fund (GBP) - B
Regional Portfolio Structure(Semi-Annual Comparison)
Sectorial Portfolio Structure(Semi-Annual Comparison)
Price
 
Ranking
Sector: Global-Equity-General
Size: (GBP) 1 727 030
 
Sector Rank: 106 out of 153
(lump sum over 3 years to 31 Jul 2025)
 
Overall Rank: 175 out of 492
(lump sum over 3 years to 31 Jul 2025)
 
R20000 invested on 31 Jul 2022 was worth R29 854 at 31 Jul 2025
(14.29% annual compound return)
 
R5000 per month since 31 Jul 2022 was worth R221 767 at 31 Jul 2025
(13.19% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
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 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 manager believes this is an appropriate 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. There is no guarantee that this objective will be achieved over any time period and actual investment returns may differ from this objective, particularly over shorter time periods.
 
Technical Overview
Base currency: GBP Pricing system: Forward
Formation date: 03 Jan 2017
 
Top holdings on 30 Jun 2025
Share (Sector) Value (GBP) % of fund
MERCADOLIBRE (Financial Services) 113 984 6.60%
ASMLHOLDING (Goods & Services) 88 079 5.10%
MSFT.US () 86 352 5.00%
DEERE&CO (Goods & Services) 75 989 4.40%
DUOLINGOCOMP (Consumer Services) 70 808 4.10%
ALNPHA INC (Healthcare) 67 354 3.90%
AUTODESK (Technology) 65 627 3.80%
HDFCBANK (Banks) 63 900 3.70%
Shopify (Retail) 60 446 3.50%
TOTALS 692 539 40.10%

Site Last Updated: 15 August 2025
© 1999-2006
Profile Media . All rights reserved.
JSE and the JSE logo are trade marks of the JSE.
Legal Notices | PAIA Manual