BAILLIE GIFFORD AMERICAN A - Manager
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Average monthly relative returns
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Bestinvest MRI
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07/08
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08/09
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09/10
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10/11
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11/12
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3 years
|
5 years
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Career
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3 years
|
5 years
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Career
|
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0.51%
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0.11%
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-0.10%
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0.16%
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0.25%
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0.11%
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0.19%
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0.13%
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80.5%
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81.6%
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93.9%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Mick Brewis
Mick Brewis is Head of North America and oversees all investment decisions on the desk. He graduated with a BA in Economics from Cambridge University in 1985 and subsequently joined Baillie Gifford, where he became a partner in 1993. Additional members of the team include three more investment managers/analysts, and two analysts and an investment assistant. Sector coverage was introduced in 1999/2000 and is shared amongst the other managers and analysts. Quantitative analysis is carried out on financial statements and an internal estimate for earnings is calculated. Whilst the investment managers will remain as specialists attached to the desks, analysts may be rotated across regions.
Track record
Mick Brewis has 14.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.13%.
During the worst period of relative performance (from October 1997 - December 1999) there was a decline of 17% relative to the index. The worst absolute loss has been 40%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 94%.
Other funds managed
| Periods of worst performance |
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Absolute
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-40%
(August 2000 - January 2003)
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|
Relative
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-17%
(October 1997 - December 1999)
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Sector record since
August 1997 (15 yrs)
About the MRI
Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level. Read more about our approach