Baillie Gifford Positive Change Fund B Income

Name
Baillie Gifford Positive Change Fund B Income
Manager
Baillie Gifford & Co Limited.
Type
Open Ended Investment Company
ISIN
GB00BYVGKX73
Sector
Global
Launched
03/01/2017
OCF
0.55 %
Risk Rating
5
3 Year Sharpe
1.40
3 Year Alpha
11.29
Yield
0.4 %
Benchmark
MSCI ACWI NR GBP
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 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 Fund will be actively managed, concentrated and will invest in shares of companies of any size, any country and in any sector.
Holding %
Tesla Inc 7.51 %
DexCom Inc 6.68 %
Taiwan Semiconductor Manufacturing Co Ltd 5.79 %
ASML Holding NV 5.68 %
Illumina Inc 5.01 %
Kingspan Group PLC 4.61 %
Umicore SA 4.53 %
M3 Inc 4.46 %
Alphabet Inc A 3.88 %
Bank Rakyat Indonesia (Persero) Tbk Class B 3.71 %
Region %
United States 40.55 %
Eurozone 12.67 %
Europe - ex Euro 11.44 %
Asia - Emerging 9.57 %
Japan 6.63 %
Asia - Developed 5.66 %
United Kingdom 5.45 %
Sector %
Healthcare 30.28 %
Industrials 18.82 %
Technology 13.88 %
Consumer Cyclical 10.61 %
Financial Services 8.50 %
Communication Services 7.91 %
Basic materials 7.71 %
Name
Baillie Gifford & Co Limited.
Address
EH1 3AN, Edinburgh, United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

William Sutcliffe
Joined 01/03/2017

Will graduated MA in History from the University of Glasgow in 1996. He joined Baillie Gifford in 1999 and worked as an Investment Analyst in the UK and North American Equity Teams before joining the Emerging Markets Equity Team in 2001, where he is an Investment Manager. Will became a Partner in 2010. Will is a member of the Emerging Markets Investment Advisory Group and Emerging Markets Product Group.

Kirsty Gibson
Joined 01/03/2017

Kirsty has joined Baillie Gifford in 2012. Kirsty is an Investment Manager in the US Equities Team. She graduated MA (Hons) in Economics from the University of Edinburgh in 2011 and MSc in Carbon Management also from the University of Edinburgh in 2012, before joining Baillie Gifford in the same year. Kirsty began her career on the US Equities Team, before moving on to spend several years in small and large cap global equities departments, before returning to the US Equities Team. In addition to her role in the US Equities Team, She is also a member of the Positive Change Portfolio Construction Group.

Kate Fox
Joined 01/03/2017

Kate Fox has joined Baillie Gifford's graduate training scheme in September 2002 and is now an Investment Manager in the European Equity Team. She holds a MA in Economics from University of Edinburgh.

Julia Angeles
Joined 01/03/2017

Julia holds a PhD in Economics from the University of Aarhus, Denmark and speaks fluent Russian and Danish. She joined Baillie Gifford in 2008. Before joining Baillie Gifford, Ms. Angeles worked as a Management Consultant at McKinsey & Company. Ms. Angeles has been part of different global and regional teams within Baillie Gifford.

Lee Qian
Joined 01/03/2017

Lee Qian has joined Baillie Gifford in 2012. Mr. Qian is an Investment Manager in the EAFE Alpha Team and the Positive Change Team. He holds BA (Hons) in Economics and Management from Oxford University and he is a CFA Charterholder.

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