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You are here: Manager factsheet

Matthew Brett
Baillie Gifford & Co Ltd
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Manager profile
Matthew is an investment manager in the Japanese Equities Team. He joined Baillie Gifford in 2003 and became a partner in 2018. He is manager of the Japanese Fund (and related All Cap Strategy segregated accounts), manager of the Baillie Gifford Japan Trust and co-manager of the Japanese Income Growth Fund. Matthew graduated BA (Hons) in Natural Sciences (Psychology) from the University of Cambridge in 2000 and holds a PhD in Psychology from the University of Bristol.
Total return for Matthew Brett
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Matthew Brett

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
Matthew Brett 10.5 -7.2 -26.9 12.0 23.8 6.0 1.4 18.4 39.5 11.5
Peer Group Composite 12.2 6.0 -14.4 19.4 6.4 6.9 -2.7 12.0 32.4 13.4
Over / Under -1.7 -13.2 -12.5 -7.4 17.4 -0.9 4.1 6.4 7.1 -1.9
Performance vs peer group composite: Matthew Brett
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baillie Gifford Japanese Lead manager IA Japan since Jun 01 2008 to present
Baillie Gifford Japanese Income Growth Co-managed IA Japan since Jul 04 2016 to present
The Baillie Gifford Japan Trust PLC Lead manager IT Japan since May 01 2018 to present
Funds managed previously
Fund Periods
Baillie Gifford Sustainable Growth since Dec 07 2015 to Dec 31 2022
Baillie Gifford Worldwide Sustainable Growth since Sep 04 2018 to Dec 31 2022
The Baillie Gifford Japan Trust PLC since Jun 01 2013 to Dec 31 2013
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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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