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You are here: Manager factsheet

Helen Xiong

 FE fundinfo Alpha Manager
Baillie Gifford & Co Ltd, Baillie Gifford Worldwide Fund
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Manager profile
Helen is an investment manager in the Global Alpha Team. She joined Baillie Gifford in 2008 and became a partner in 2020. In addition to Global Alpha, Helen has spent time working in our Developed Asia, UK, US Equity Growth, and Emerging Markets Equity teams. She graduated BSc (Hons) in Economics from the University of Warwick in 2007 and MPhil in Economics from the University of Cambridge in 2008.
Total return for Helen Xiong
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Helen Xiong

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Helen Xiong 24.1 3.5 -23.5 19.7 91.6 17.2 16.4 21.5 24.1 10.1
Peer Group Composite 19.7 4.0 -7.3 16.2 22.6 13.4 7.0 10.5 26.7 1.9
Over / Under 4.4 -0.5 -16.2 3.5 69.0 3.8 9.4 11.0 -2.6 8.2
Performance vs peer group composite: Helen Xiong
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baillie Gifford Global Alpha Paris-Aligned Co-managed IA Global since Apr 15 2021 to present
Baillie Gifford Global Alpha Growth Co-managed IA Global since May 01 2021 to present
Baillie Gifford International Co-managed IA Global since May 01 2021 to present
Baillie Gifford Worldwide Global Alpha Co-managed FO Equity - International since May 01 2021 to present
Baillie Gifford Wrldwd Rsposbl Glb Alpha Prs-Algnd Co-managed FO Equity - Ethical since May 01 2021 to present
Monks Investment Trust PLC Co-managed (deputy) IT Global since Jul 01 2024 to present
Funds managed previously
Fund Periods
Baillie Gifford Worldwide US Equity Growth since Sep 30 2014 to May 31 2020
Baillie Gifford American since May 01 2015 to May 31 2020
Baillie Gifford UK and Worldwide Equity since Sep 08 2017 to May 31 2020
Baillie Gifford US Growth Trust PLC since Jan 07 2019 to Feb 28 2021
Baillie Gifford US Growth Trust PLC since Mar 23 2018 to Jan 06 2019
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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