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Baillie Gifford Positive Change Fund Letters & Research Archive

5 pieces · 2026–2026 · updated every Monday

2026

09-09Baillie Gifford Positive Change Fund Factsheet→08-28Baillie Gifford Investment Funds ICVC Interim Report - June 2026→08-11Baillie Gifford Positive Change Fund Factsheet→07-09Baillie Gifford Positive Change Fund FactsheetThis is a half-year report for Baillie Gifford's Positive Change fund. In short, the fund returned 16.2% over the past year, while global stocks rose 28.2%, so it lagged badly; its five-year annualized return is only 1.4%, well behind the index. The report has no manager commentary on markets, only holdings. The biggest bets are TSMC at 8.4%, ASML at 6.9%, and KLA (a chip-inspection equipment maker) at 4.5% – together nearly 20% in semiconductor…→06-30Positive Change Fund Impact Measurement MethodologyThis document explains how the fund measures the positive impact of its investments, aiming to make money while helping build a more sustainable and inclusive world. The fund favours companies whose core products tackle environmental or social problems, across areas like education, climate, healthcare and financial inclusion. It highlights Duolingo as an example: its language app and English test widen access to education. CATL is cited for large…→