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Baillie Gifford Diversified Growth

Ranked 34 out of 120 in - Flexible over 12 months
All calculations are in GBP

Managed by

Patrick Edwardson

Born in 1971, Patrick Edwardson gained a BSc in Banking and International Finance from City University, London. He joined Baillie Gifford in 1993 and He heads ups the diversified growth investment team and also manages Scottish American Investment Company plc.

Mike Brooks

Mike Brooks graduated from Heriot-Watt University with a BSc in actuarial mathematics and statistics. He started his career with Scottish Provident where he qualified as an actuary and then joined Aegon Asset Management where he was the head of quantitative research. Mike joined Baillie Gifford in 2000 where he started as the head of investment risk, and moved to the investment team in 2007 where he works on the development of the diversified growth product.

Objective

To achieve long term capital growth at lower risk than equity markets by investing in a diversified portfolio of assets. To gain exposure to a broad range of traditional and alternative asset classes which may include but is not limited to equities, investment grade and high yield bonds, property, private equity, infrastructure, commodities and currencies.

Performance

Flexible over : 31/07/2013 - 31/07/2014
  • Rank 34/120 Total Return
  • Rank 11/120 Standard Deviation
  • Rank 6/120 Max Drawdown
Fund Name Risk
10 Carmignac Pfl Patrimoine F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

1.1

11 Mermaid

1.1

11 Baillie Gifford Diversified Growth C Acc

1.1

13 Investec Capital Accumulator A Acc Net

1.1

Fund Name Loss
4 Carmignac Pfl Patrimoine F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

-1.1%

5 Carmignac Patrimoine F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

-1.2%

6 Baillie Gifford Diversified Growth C Acc

-1.2%

7 F&C MM Navigator Select A Acc

Currency exposure is hedged

Currency exposure is hedged

-1.3%

8 Mermaid

-1.5%

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 3.3% 0.9% 1.8% 0.6%
2013 6.5% 5.9% -2.8% 1.2% 2.3%
2012 10.6% 5.7% 0.2% 2.3% 2.1%
2011 1.6% 2.9% 1.9% -3.6% 0.5%
2010 15.0% 7.2% -1.6% 4.4% 4.4%
2009 31.6% -4.5% 15.2% 14.7% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/12/2008
  • Base currencyGBP
  • ISIN GB00B3FD1011

Purchase Info

  • Min. initial investment250,000
  • Min. additional investment0

Charges

  • Annual management0.0%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).