WORLDWIDE POSITIVE CHANGE FUNDWORLDWIDE POSITIVE CHANGE FUND
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 & PortfolioSelect currencyCumulative Performance 30/06/2020Unfortunately we were unable to load the chart. Please try again later.
Top Ten Holdings - 30/06/2020
Fund % 1 Tesla Inc 9.8% 2 Dexcom 6.8% 3 ASML 5.7% 4 Illumina 5.6% 5 TSMC 4.7% 6 M3 4.7% 7 MercadoLibre 4.3% 8 Umicore 4.1% 9 NIBE 3.9% 10 Kingspan Group 3.8% Total 53.4% Fund % 1 Tesla Inc 9.8% 2 Dexcom 6.8% 3 ASML 5.7% 4 Illumina 5.6% 5 TSMC 4.7% 6 M3 4.7% 7 MercadoLibre 4.3% 8 Umicore 4.1% 9 NIBE 3.9% 10 Kingspan Group 3.8% Total 53.4%Geographic Analysis of Total Assets 30/06/2020Unfortunately we were unable to load the chart. Please try again later.
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 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’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 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.
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.
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Key Investor Information Documents
MIFID II Ex-Ante Disclosures
Philosophy and Process Documents
Quarterly Investor Updates
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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
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