Baillie Gifford UK Equity Alpha
Managed by
Gerard Callahan
Gerard Callahan graduated BA in Politics, Philosophy and Economics from Oxford University in 1991. He joined Baillie Gifford in the same year and became a Partner in 2000. Gerard became Head of Baillie Gifford's UK Equity Team in 2007. He has been the lead manager of its UK Alpha strategy since launch in 2000.
Objective
The objective is to produce returns, after management fees, mainly through capital growth, in excess of the total return on the FTSE All-Share Index (or any successor or substitute index) over the long term. The Sub-fund will invest principally in equities of UK companies which are listed in the FTSE All Share Index, or any successor or substitute index. The Sub-fund may invest in UK companies of all sizes and will invest in a concentrated portfolio, typically comprised of between 30 and 40 holdings. The Sub-fund may also invest in equities of UK companies not listed in the FTSE All-Share Index, cash, and near cash.
Performance
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Rank 22/255 Total Return
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Rank 249/255 Standard Deviation
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Rank 197/255 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 20 | 7IM UK Equity Value C Inc | GBP | -0.9% |
| 21 | Schroder Recovery A Inc | GBP | -1.0% |
| 22 | Baillie Gifford UK Equity Alpha A Inc | GBP | -1.1% |
| 23 | Epworth Affirmative Equity for Charities | GBP | -1.2% |
| 24 | MFM Bowland | GBP | -1.2% |
| 24 | Premier UK Growth C Inc | GBP | -1.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 247 | MIRABAUD-UK Equity High Alpha-A Dist-GBP | GBP | 18.0 |
| 248 | Standard Life Inv UK Equity Unconstrained Ret | GBP | 18.1 |
| 249 | Baillie Gifford UK Equity Alpha A Inc | GBP | 18.8 |
| 250 | Standard Life Inv UK Opportunities Ret Acc | GBP | 19.0 |
| 251 | Legal & General Growth R Acc | GBP | 20.3 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 195 | Fidelity Funds - United Kingdom A-GBP-DIS | GBP | -16.7% |
| 196 | Franklin UK Managers Focus A Acc | GBP | -16.8% |
| 197 | Baillie Gifford UK Equity Focus B Acc | GBP | -16.9% |
| 197 | Baillie Gifford UK Equity Alpha A Inc | GBP | -16.9% |
| 199 | Schroder ISF UK Alpha Income A Dis SV | GBP | -16.9% |
| 199 | Santander N&P UK Growth | GBP | -16.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2019 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -6.0% | -4.0% | 15.1% | 0.5% | -15.3% |
| 2017 | 22.8% | 5.4% | 3.6% | 5.5% | 6.6% |
| 2016 | 12.1% | -1.6% | -0.2% | 13.7% | 0.3% |
| 2015 | 7.6% | 9.9% | 1.1% | -7.6% | 4.8% |
| 2014 | -12.5% | -3.7% | -5.0% | -7.1% | 3.0% |
| 2013 | 27.3% | 10.8% | -1.1% | 9.8% | 5.8% |
| 2012 | 18.7% | 12.6% | -4.3% | 6.9% | 3.2% |
| 2011 | -5.1% | 1.8% | 2.0% | -13.3% | 5.4% |
| 2010 | 23.4% | 7.6% | -7.7% | 13.7% | 9.2% |
| 2009 | 23.8% | -9.3% | 6.9% | 21.2% | 5.5% |
| 2008 | -29.7% | -10.8% | 0.1% | -14.8% | -7.6% |
| 2007 | 3.1% | 2.6% | 2.3% | -3.2% | 1.5% |
| 2006 | 13.2% | 11.3% | -4.9% | 2.4% | 4.3% |
| 2005 | 16.8% | 1.6% | 3.4% | 7.3% | 3.7% |
| 2004 | 12.6% | 1.6% | 0.9% | 3.6% | 6.0% |
| 2003 | 20.1% | -5.2% | 14.1% | 2.4% | 8.4% |
| 2002 | -19.8% | 3.4% | -9.6% | -15.4% | 1.4% |
| 2001 | -10.2% | -7.0% | 1.9% | -13.7% | 9.8% |
| 2000 | -7.0% | -5.5% | -1.7% | 0.1% | 0.0% |
| 1999 | 23.0% | 11.9% | -0.2% | -3.8% | 14.5% |
| 1998 | 20.6% | 16.2% | 0.2% | -10.7% | 16.1% |
| 1997 | 21.9% | 4.8% | 7.5% | 10.8% | -2.3% |
| 1996 | 14.2% | 2.6% | 0.8% | 6.3% | 3.9% |
| 1995 | 8.9% | 5.2% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Rightmove PLC ORD | 7.05% |
| Auto Trader Group PLC ORD | 5.81% |
| Hargreaves Lansdown PLC ORD | 5.62% |
| HomeServe PLC ORD | 5.11% |
| Renishaw PLC ORD | 4.98% |
| AVEVA Group PLC ORD | 4.74% |
| Rathbone Brothers PLC ORD | 4.63% |
| Ocado Group PLC ORD | 4.18% |
| Abcam PLC ORD | 3.76% |
| Johnson Matthey PLC ORD | 3.47% |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date07/04/1995
- Share Class size379Mn
- Base currencyGBP
-
ISIN GB0005857569
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment0
Charges
- Annual management1.40%
- Initial investment0.00%