Baillie Gifford Positive Change Equities Fund
Fund offered by:
Baillie Gifford Funds
Ticker: BPESXsocially responsible
Fossil fuel grade: No holdings flagged by our fossil fuel screen. Assigned a grade of A.No holdings flagged by our fossil fuel screen. Assigned a grade of A.How we track fossil fuel investments
A
$0
in fossil fuel investments
0
fossil fuel stocks found
0%
of assets flagged
Data as of 12/31/20
This fund earns an A grade, and has a sustainability mandate!
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
No direct stock holdings
Coal industry
Coal industry
Coal miners and owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
No direct stock holdings
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
No direct stock holdings
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Baillie Gifford Positive Change Equities Fund $BPESX has no fossil fuel stock holdings!
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Financial performance
Performance data provided byMorningstarFind more financial data on BPESX at Morningstar.com
Current fund
BPESX
Baillie Gifford Positive Change Equities Fund
Family
Baillie Gifford Funds
Category
World Large Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 3-yr returns 
26% more in annualized returns
Less invested in fossil fuels 
8.84% less invested
Lower carbon footprint 
170 tonnes CO2e/$1M USD lower
More invested in Clean200 
31% more invested
Current fund
BPESX
Baillie Gifford Positive Change Equities Fund
Family
Baillie Gifford Funds
Category
World Large Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 3-yr returns 
26% more in annualized returns
Less invested in fossil fuels 
8.84% less invested
Lower carbon footprint 
170 tonnes CO2e/$1M USD lower
More invested in Clean200 
31% more invested
Current fund
BPESX
Baillie Gifford Positive Change Equities Fund
Family
Baillie Gifford Funds
Category
World Large Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 3-yr returns 
26% more in annualized returns
Less invested in fossil fuels 
8.84% less invested
Lower carbon footprint 
170 tonnes CO2e/$1M USD lower
More invested in Clean200 
31% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
BPESX - Baillie Gifford Positive Change Equities Fund
109%
32%
/
/
0% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
49%
6.46%
9.61%
4.78%
8.84% 
Fund compared to benchmark
 
60%
26%
/
/
8.84%  lower
Find more financial data on BPESX at Morningstar.com
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