Baillie Gifford Worldwide Positive Change Fund Class B EUR AccRegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 30/04/2024 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
Fondo | 72,6 | 20,0 | -25,3 | 11,0 | -0,9 | |
+/-Cat | 55,5 | -2,2 | -2,9 | -7,8 | -8,5 | |
+/-Ind | - | -5,9 | -2,0 | -14,3 | -9,5 | |
Categoría: RV Global Cap. Grande Growth | ||||||
Benchmark de la Categoría: Morningstar Gbl Growth TME ... |
Estadística Rápida | ||
VL 27/05/2024 | EUR 21,57 | |
Cambio del día | 0,12% | |
Categoría Morningstar™ | RV Global Cap. Grande Growth | |
ISIN | IE00BDCY2C68 | |
Patrimonio (Mil) 27/05/2024 | USD 1489,46 | |
Patrimonio Clase (Mil) 27/05/2024 | EUR 157,42 | |
Comisión Máx. Suscripción | - | |
Gastos Corrientes 15/02/2024 | 0,57% |
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... | |
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Pilares Morningstar | |
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Personal | 23 |
Firma Gestora | 25 |
Proceso | 23 |
Performance | |
Precio |
Objetivo de inversión: Baillie Gifford Worldwide Positive Change Fund Class B EUR 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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Gestión | ||
Nombre del gestor Fecha Inicio | ||
Kate Fox 08/05/2018 | ||
Lee Qian 08/05/2018 | ||
Click here to see others | ||
Creación del fondo 08/05/2018 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
MSCI ACWI NR EUR | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Qué posee el fondo Baillie Gifford Worldwide Positive Change Fund Class B EUR Acc | 31/03/2024 |
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5 mayores posic. | Sector | % |
Taiwan Semiconductor Manufacturi... | Tecnología | 8,13 |
ASML Holding NV | Tecnología | 8,08 |
MercadoLibre Inc | Consumo Cíclico | 6,38 |
DexCom Inc | Salud | 5,58 |
Shopify Inc Registered Shs -A- S... | Tecnología | 4,94 |
Incremento Reducción Nuevo desde la anterior cartera | ||
Baillie Gifford Worldwide Positive Change Fund Class B EUR Acc |