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Baillie Gifford Review 2017

Topic: Baillie Gifford 26 January 2017

28% of Baillie Gifford Funds Consistently Deliver Top Performance

  • £5 billion of client money placed in top performing Baillie Gifford funds
  • 16 funds consistently outperform 75% of competing same sector funds
  • 28 Baillie Gifford funds under performed during the recent 5 years

Edinburgh based fund manager Baillie Gifford, have been working as independent global investment managers for over a century and currently have a total of £145 billion under their management.

Baillie Gifford currently offer UK investors access to 57 funds from their pension and unit trust fund range. To identify how these funds are performing we carried out a comprehensive performance and ranking analysis of 27 Baillie Gifford pension funds and 30 of their unit trust funds. Each fund was analysed alongside all other competing same sector funds over the 1, 3 & 5 year period up to January 2017.

This review identifies that an impressive proportion of Baillie Gifford funds are excelling in their respective sectors, consistently outperforming at least 75% of competing funds.

About Our Baillie Gifford Review

For our Baillie Gifford funds review we analysed all of their 57 funds. As part of this extensive evaluation process each of the funds was given a ranking that reflects their performance in comparison with other funds operating in the same investment sectors.

We analysed the 1, 3 & 5-year growth returned by each of the 57 Baillie Gifford funds and provide the sector ranking of each fund during this period. 

Each fund is also provided with an overall Yodelar rating based on how it consistently performed within its particular sector. This rating takes into account 2 important factors that help to identify the overall quality of each fund.

  • The comparative performance of a fund alongside all other competing same sector funds
  • The consistency of the performance delivered by that fund 

Based on the above, each fund with 5-year performance history is rated as either ‘Top’, ‘Mediocre’ or ‘Poor’.

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Baillie Gifford Fund Performance Summary

As highlighted in the above summary tables, an impressive 28% of the 57 Baillie Gifford funds analysed have consistently maintained top performance within their sectors. These are funds that have consistently outperformed at least 75% of competing same sector funds over the last 1, 3 & 5 year periods.

Baillie Gifford Unit Trust Fund Performance Summary .png

Baillie Gifford Pension Fund Performance Summary .png

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Top Performance From Baillie Gifford Funds 

Our analysis identified 9 Baillie Gifford pension funds and 7 of their unit trust funds to have consistently maintained top performance. Among the best Baillie Gifford funds were the ‘Baillie Gifford Managed’ unit trust fund and the ‘Baillie Gifford International PP’ pension fund, both of which have excelled in their sectors.

The ‘Baillie Gifford Managed’ unit trust fund achieved growth of 72.93% over the recent 5 year period which ranked 14th out of 213 competing same sector funds.

The ‘Baillie Gifford International PP’ pension fund was even more impressive returning 5 year growth of 106.92%, which outperformed 98% of all other same sector funds. 

The Baillie Gifford Funds That Disappointed

Our analysis also allowed us to identify which of Baillie Gifford’s funds have underperformed in comparison to their peers.

One of their most uncompetitive funds was the ‘Baillie Gifford Diversified Growth’ pension fund. This fund has consistently ranked in the bottom quartile for performance within its sector and over the recent 5 year period it was outperformed by 91% of same sector funds.

The ‘Baillie Gifford Long Term Growth’ pension fund has also disappointed recently. This fund was among the top performers within its sector over the recent 5 year period delivering 5 year growth of 144.55% to rank 5th out of 752 competing same sector funds. However, over the recent 12 months this fund has struggled for competitive performance and has slipped considerably down the sector ranking. Over the recent 1 year period this fund returned growth of 16.49% which ranked 854th out of 962 other same sector funds that were active during that period. In comparison the top growing fund in that sector over the recent 1 year period delivered growth of 40.96%.  

The Performance of New Baillie Gifford Funds

From the 57 funds analysed 4 are relatively new funds that lack 5 years’ worth of data and we were therefore were unable to provide them with a consistent 5 year performance assessment. However since their inception, 2 of these 4 funds have delivered impressive returns and have been among the top performers within their sectors. The ‘Baillie Gifford Global Select’ fund was one of the funds recently launched by Baillie Gifford that has impressed. This fund has consistently outperformed at least 94% of same sector funds since it was launched in December 2014.

In contrast, other new funds launched by Baillie Gifford did not fare so well. One of which was the ‘Baillie Gifford Multi Asset Growth’ fund which sits within the volatile ‘Specialist’ sector. Over the most recent 12 month period this fund ranked 95th out of 125 funds in its sector with growth of 10.21%. In comparison, the top performing same sector fund returned growth of 149.11% over the same time period.  

How Competitive Are Baillie Gifford Funds?  

It is important to note that the large proportion of investment funds that are available to consumer investors lack consistency and underperform. Indeed there are fund managers who only offer investors poor performing investment options. The fact is there are fund managers across the various funds management companies that perform better than the majority of funds within their relevant sectors and with 28% of funds managed by Baillie Gifford excelling within their sectors they have proven their ability to provide investors with highly competitive investment opportunities that consistently deliver.

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