Baillie Gifford Worldwide Positive Change Fund Class A CHF AccRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30/11/2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | - | 18,2 | -26,2 | 10,1 | 12,4 | |
+/-Cat | - | -3,9 | -3,7 | -8,7 | -8,6 | |
+/-Idx | - | -7,6 | -2,9 | -15,2 | -16,2 | |
Categorie: Aandelen Wereldwijd Large-Cap Groei | ||||||
Benchmark: Morningstar Gbl Growth TME ... |
Kerngegevens | ||
Koers 03/12/2024 | CHF 10,84 | |
Rendement 1 Dag | 0,18% | |
Morningstar Categorie™ | Aandelen Wereldwijd Large-Cap Groei | |
ISIN | IE00BN15WH59 | |
Grootte Fonds (Mil) 03/12/2024 | USD 1384,23 | |
Grootte Fondsklasse (Mil) 03/12/2024 | CHF 0,10 | |
Aankoopkosten (Max) | 5,00% | |
Lopende Kosten Factor 15/02/2024 | 1,57% | |
Gesloten voor nieuwe beleggers | nee |
Morningstar Research |
Analyst Report | 02/05/2024 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Baillie Gifford Positive Change builds on the firm’s long-standing experience in growth investing, with an impact objective added on top. Nonetheless, some reservations about its investment team and the strategy’s bold portfolio hold back our... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 23 |
Fondshuis | 25 |
Proces | 23 |
Rendement | |
Kosten |
Beleggingsdoelstelling: Baillie Gifford Worldwide Positive Change Fund Class A CHF Acc |
The investment objectives of the Fund are to produce capital growth over the long term and to contribute towards a more sustainable and inclusive world by investing primarily in the equities of companies whose products and/or services make a positive social and/or environmental impact. The Fund may also invest in other transferable securities, money market instruments, cash and cash equivalents. |
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Management | ||
Naam manager Aanvangsdatum | ||
Kate Fox 08/05/2018 | ||
Lee Qian 08/05/2018 | ||
Click here to see others | ||
Oprichtingsdatum 29/10/2020 |
Advertentie |
Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
MSCI ACWI NR EUR | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Baillie Gifford Worldwide Positive Change Fund Class A CHF Acc | 31/10/2024 |
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Top 5 posities | Sector | % |
MercadoLibre Inc | Cyclische Consumptiegoederen | 7,92 |
Taiwan Semiconductor Manufacturi... | Technologie | 7,79 |
Shopify Inc Registered Shs -A- S... | Technologie | 5,36 |
Autodesk Inc | Technologie | 4,88 |
Alnylam Pharmaceuticals Inc | Gezondheidszorg | 4,83 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
Baillie Gifford Worldwide Positive Change Fund Class A CHF Acc |