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You are here: Manager factsheet

Katherine Davidson

 FE fundinfo Alpha Manager
Baillie Gifford & Co Ltd, Baillie Gifford Worldwide Fund
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Manager profile
Katherine is a manager on the Sustainable Growth Team. Before joining Baillie Gifford in 2022, she was on the Global and International Equities Team at Schroders. She joined the Schroders graduate scheme in 2008 and held various roles while cultivating expertise in sustainable investing. Katherine was instrumental in developing Schroders’ Global Sustainable Growth Fund. She graduated MA in Philosophy, Politics and Economics from the University of Oxford in 2008 and is a CFA Charterholder.
Total return for Katherine Davidson
Manager career performance
Discrete calendar year performance : Katherine Davidson

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
Katherine Davidson 27.7 -3.7 -6.3 29.2 18.1 17.5 3.8 - - -
Peer Group Composite 21.4 0.7 -6.6 26.6 8.5 11.4 1.5 - - -
Over / Under 6.3 -4.4 0.3 2.6 9.6 6.1 2.3 - - -
Performance vs peer group composite: Katherine Davidson
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
6 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Baillie Gifford Sustainable Growth Co-managed UT Global since Jan 01 2023 to present
Baillie Gifford Worldwide Sustainable Growth Co-managed FO Equity - Ethical since Jan 01 2023 to present
Funds managed previously
Fund Periods
Schroder ISF Global Sustainable Growth since Nov 01 2017 to Jul 31 2022
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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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