BAILLIE GIFFORD JAPANESE A - Manager

Sarah Whitley / Matthew Brett

Whitley joined Baillie Gifford in 1980 having graduated with an MA from Oxford University in Experimental Psychology. She firstly became an analyst and then a Japanese Fund Manager. She has 18 years experience in managing Japanese portfolios and was appointed Head of Japan upon George Veitch’s retirement in April 2001. Whitley is a partner at Baillie Gifford.
Brett graduated with a BA (Hons) in Natural Sciences (Psychology) in 2000 from Cambridge University. He holds a PhD in Psychology from Bristol University and is a CFA charter holder. He joined Baillie Gifford’s graduate scheme in September 2003 and is an Investment Manager in the Japanese Investment Team.

Track record

Sarah Whitley / Matthew Brett has 4.5 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.26%.
During the worst period of relative performance (from April 2010 - August 2010) there was a decline of 4% relative to the index. The worst absolute loss has been 18%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 97%.

Sector record since November 2007 (4 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