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Baillie Gifford Positive Change B Acc

Citicode
NGPB
Launch Date
03-01-2017
Fund Size
£1,658,839,000
Yield
0.10%
Ongoing Charge
0.53%
Fund Managers
Apricot Wilson
Edward Whitten
Kate Fox
Lee Qian
Thaiha Nguyen
Benchmark: IA Global
Investment
Baillie Gifford Positive Change B Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The fund aims 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.

Top 10 Holdings

Asset Class

Fund Manager

Apricot Wilson

Start Date

30-09-2023

Bio

Apricot is a senior impact analyst and decision maker in the Positive Change Team. She joined Baillie Gifford in 2023. Prior to working at Baillie Gifford, Apricot completed the graduate training programme at Aberdeen Asset Management, before working for Investing for Development SICAV, a Luxembourg-based blended fund focused on development finance. Apricot is a CFA Charterholder and graduated MBA from the China Europe International Business School in Shanghai. Her first degree was in Modern and Medieval Languages from the University of Cambridge. Having worked in development, Apricot has been impressed by the power of financial markets to generate positive societal change. She has a particular interest in opportunities which support those living at the base of the economic pyramid.

Fund Manager

Edward Whitten

Start Date

30-09-2020

Bio

Ed is an impact director and decision maker in the Positive Change Team. He joined Baillie Gifford in 2018. Prior to joining Baillie Gifford, Ed worked for three years in a consultancy advising investors, insurers and corporates on risk management and social impact in emerging and frontier markets. Ed started his career as an officer in the British Army, latterly working in a cross-government role on the UK government. Ed graduated BA (Hons) in History from Newcastle University in 2008 and MSc in Sustainable Development from London’s School of Oriental and African Studies in 2020. Ed’s experience of working in and studying developing countries drives his desire to work towards a more sustainable future that leaves no one behind. Ed believes that thoughtful and responsible investment in companies achieving financial, social and environmental returns has enormous potential to catalyse positive change in the corporate landscape, build trust in capital markets and help support solutions to global challenges.

Fund Manager

Kate Fox

Start Date

03-01-2017

Bio

Kate is an investment manager and decision maker in the Positive Change Team. Kate joined Baillie Gifford in 2002 and became a partner of the firm in 2020. She is a CFA Charterholder and graduated MA in Economics and Maths from the University of Edinburgh in 2001. Kate believes the financial community plays a crucial role in creating a more sustainable world for future generations. Kate’s experience analysing smaller companies has left her with a natural enthusiasm for businesses that address unmet needs or challenge the status quo, as well as an appreciation of their long-term potential.

Fund Manager

Lee Qian

Start Date

03-01-2017

Bio

Lee is an investment manager and decision maker in the Positive Change Team. He joined Baillie Gifford in 2012 and has previously worked as an analyst on the Developed Asia, International Growth, Global Income Growth and International Alpha strategies. Lee is a CFA Charterholder and graduated BA (Hons) in Economics and Management from the University of Oxford in 2012. Lee grew up in China during a period of incredible economic and social progress, when hundreds of millions of people were lifted out of poverty and the standard of living improved for the majority of the population. Witnessing that has influenced Lee deeply and he has been interested in development since.

Fund Manager

Thaiha Nguyen

Start Date

01-07-2022

Bio

Thaiha is an investment manager and decision maker in the Positive Change Team. She joined Baillie Gifford in 2014 and moved full-time to Positive Change in 2021 after two years of working with the team as a portfolio advisor from our US Equities team. She is a CFA Charterholder and graduated BA (Hons) in Economics from the University of Cambridge in 2014.Thaiha believes that we are entering the golden age of technological innovations and impact entrepreneurship. The combination of the two will be a powerful driver of a thriving, sustainable and inclusive world. In her view, investors could play a critical role to support ambitious entrepreneurs that leverage technologies to bring creative solutions to global challenges.

Data source:

All financial data is supplied by FE

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