Baillie Gifford UK Equity Core B Acc

Ranked 77 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Iain McCombie

Aberdonian Iain McCombie earned an MA in Accounting from his hometown university before embarking upon a career in finance. McCombie began a three year stint with Hall Morrice Accountants in 1991, moving on to become an analyst at Baillie Gifford in 1994. He started managing funds for the group in 1997 and was named head of department of UK Mid and Small Caps in July 2001. McCombie currently co-manages the Baillie Gifford Managed fund and has previously been in charge of the Baillie Gifford British 350 fund and the Baillie Gifford British Smaller Companies fund. He describes his stock selection style as that of a bottom up active investor, backing his judgement by taking significant positions. When not managing money he unwinds by hitting the squash court or enjoying a game of rugby.

Objective

The objective is to outperform the FTSE All-Share Index by at least 1.0% per annum over rolling three year periods (before the management fee). There is no guarantee that a positive return will be achieved over rolling three year periods or any time period and capital may be at risk. The Sub-fund will be invested principally in equities of UK companies. These are companies in any economic sector that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK. The Sub-fund will be actively managed. The Sub-fund may invest in UK companies of any size.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 77/255 Total Return
  • Rank 208/255 Standard Deviation
  • Rank 139/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.9%
2018 11.5% -0.5% -13.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/01/2018
  • Share Class size260Mn
  • Base currencyGBP
  • ISIN GB00BZ3G2258

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management0.42%
  • Initial investment0.00%

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