1. WORLDWIDE POSITIVE CHANGE FUND
    WORLDWIDE POSITIVE CHANGE FUND

    Overview

    The Worldwide Positive Change Fund aims to produce capital growth over the long term by investing primarily in the equities of companies whose products, behaviour or services make a positive social impact. The Fund may also invest in other transferable securities, money market instruments, cash and cash equivalents.

    Performance & Portfolio

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    Cumulative Performance 31/07/2020

    Rebased to 100 at the start date of this chart.

     

    B Acc USD share class launched on 05 May 2018.

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    Top Ten Holdings - 31/07/2020

    Fund %
    1 Tesla Inc 8.5%
    2 Dexcom 6.5%
    3 TSMC 6.0%
    4 Illumina 5.2%
    5 M3 5.1%
    6 ASML 5.0%
    7 MercadoLibre 4.4%
    8 Moderna 3.9%
    9 NIBE 3.9%
    10 Kingspan Group 3.8%
    Total 52.3%
    Fund %
    1 Tesla Inc 8.5%
    2 Dexcom 6.5%
    3 TSMC 6.0%
    4 Illumina 5.2%
    5 M3 5.1%
    6 ASML 5.0%
    7 MercadoLibre 4.4%
    8 Moderna 3.9%
    9 NIBE 3.9%
    10 Kingspan Group 3.8%
    Total 52.3%
    Geographic Analysis of Total Assets 31/07/2020
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    Managers

    Julia Angeles

    Julia joined Baillie Gifford in 2008 and is the Portfolio Manager of the Health Innovation Strategy. Prior to Baillie Gifford, Julia worked as a management consultant for McKinsey & Co advising firms in Denmark, Russia and Hungary.  Since joining Baillie Gifford Julia has worked on a number of regional and global investment strategies.  Julia has a passion for the transformation taking place in healthcare, and it was this passion which led to the establishment of the strategy. She believes that over the next 10 years healthcare systems around the world will experience a monumental change and we will witness a move away from reactive medicine to a world where prevention and cure will become an integral part of healthcare driven by technology. Julia is also a member of the International Growth and Positive Change portfolio construction groups.

    Julia obtained a BSc, MSc and PhD in Economics from the University of Aarhus, Denmark and speaks fluent Russian and Danish. 

    Kate Fox

    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.

    Kate is an Investment Manager for the Positive Change strategy and a member of the Positive Change Portfolio Construction Group. Kate graduated MA in Economics and Maths from the University of Edinburgh in 2001.

    Kirsty Gibson

    Kirsty’s Masters degree in Carbon Management brings a deep knowledge of climate change and sustainability issues. She is excited about the opportunity to further explore two areas she finds fascinating and believes are of increasing importance for investments: sustainability and the issue of sustainability when considering long-term global investments.

    Kirsty joined Baillie Gifford in 2012 and is an Investment Manager in the US Equities Team. She is also a member of the Positive Change Portfolio Construction Group. Kirsty graduated MA (Hons) in Economics in 2011 and MSc in Carbon Management in 2012, both from the University of Edinburgh.

    Lee Qian

    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 about the role of businesses in society.

    Lee joined Baillie Gifford in 2012 and is an Investment Manager for the Positive Change strategy and a member of the Positive Change Portfolio Construction Group. He graduated BA (Hons) in Economics and Management from Oxford University in 2012.

    Will Sutcliffe

    Having spent nearly his entire investment career as an Emerging Markets Investor, Will has a profound interest in why some societies have been able to make the transition from relatively poor to relatively rich while others have not, and the role that companies and institutions can play in facilitating this transition.

    Will is a Partner, an Investment Manager in the Emerging Markets Equity Team and a member of the Positive Change Portfolio Construction Group. In addition to his investment responsibilities, Will oversees Baillie Gifford’s investment graduate recruitment programme and is a member of the firm’s Diversity and Inclusion Group. Will graduated MA in History from the University of Glasgow in 1996.

    How to Invest

    You can invest in a range of our funds via a number of fund platforms and supermarkets, please see the links opposite.

    Baillie Gifford does not sponsor, maintain or have any control over the content of any other websites.Therefore, we are not responsible for the adequacy or accuracy of any of the information you may view, nor do we undertake to ensure successful transmission to any linked website.

    Therefore, we are not responsible for the adequacy or accuracy of any of the information you may view, nor do we undertake to ensure successful transmission to any linked website.

    FUND PLATFORMS/SUPERMARKETS

    Allfunds

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    Baillie Gifford Worldwide Funds - How to Invest
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    Baillie Gifford Worldwide Funds Application Form
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    Baillie Gifford Worldwide Funds Further Subscription Request Form
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    Baillie Gifford Worldwide Funds Redemption Request Form
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    Documents

    You can access any literature about the Fund here, either by downloading or requesting a copy by post (where available). To download any document you will need Adobe Reader.  Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.

    Philosophy and Process Documents

    Quarterly Investor Updates

    Further Information

    BAILLIE GIFFORD INVESTMENT MANAGEMENT (EUROPE) LIMITED: REGISTERED OFFICE
    Baillie Gifford Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (No. C182354). Registered office: 4/5 School House Lane East, Dublin 2, D02 N279. Registered in Ireland (No. 625892).

    COMPLAINTS CONTACT DETAILS
    In the first instance, clients should contact their normal Client Contact with any concerns. Alternatively, or for those clients who do not have a direct client contact assigned, complaints can be emailed to Baillie Gifford’s Compliance Department at: [email protected] A summary document which contains details on Baillie Gifford’s complaints management policy is available upon request. All material complaints are recorded in an in-house incident management system and are escalated to, and dealt with by, members of staff of suitable seniority, independent of the area from which the matter arose.